401(k) · DOL Form 5500 · 2023

Healthfirst Bluegrass Inc 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
273
Participants Below avg headcount
61st
Percentile by assets National rank
$41,716
Avg per participant Low balance/head
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Official DOL plan name: Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Healthfirst Bluegrass Inc · Kentucky · Healthcare & Social Assistance

$11M in assets, 273 participants

Healthfirst Bluegrass Inc's Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust reported $11M in total assets and 273 participants in its 2023 DOL Form 5500 filing, ranking in the 61st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #11,820 in Healthcare & Social Assistance (17,684 peers)

Coverage in Kentucky

Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust covers 273 participants in Kentucky, about 42% of the average Kentucky filer (state average ~647 per filing). Assets: $11M.

#11,820
in Healthcare & Social Assistance (17,684 peers)
+24.0%
assets growth YoY

Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,388,498 Top 39% higher than 61% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (273 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 269 in the plan year 2022 filing to 273 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 452710251 · Healthfirst Bluegrass Inc PY 2023 · 401(k)

Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust · $11M · 273 · 61st

  • PHOTO $11M
  • PHOTO 273
  • PHOTO 61st
  • PHOTO 401(k)
  • PHOTO near Bill Burko Rv Retirement Plan
  • PHOTO ind #11820

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Kentucky →

Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & TrustHealthfirst Bluegrass Inc 40…$11MBill Burko Rv Retirement Plan$11MCallaway Security Banks, Inc. 401(k) and Employee Stock Ownership PlanCallaway Security Banks, Inc…$11MK. C. Summers, Inc. 401(k) PlanK. C. Summers, Inc. 401(k) P…$11MMultifamily Management Services LLC 401(k) PlanMultifamily Management Servi…$11M
End-of-year total assets ($M) among Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN452710251
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthfirst Bluegrass Inc)

Sponsor-wide plan assets over time

All Healthfirst Bluegrass Inc plans reported in each filing year

Latest sponsor-wide plan assets
$13M 40.50587493511967% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.19M $12.9M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 269 $9M
2023 1 273 $11M
2024 1 289 $13M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.011388498 · Participants: 273Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & TrustCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Bill Burko Rv Retirement Plan in NV ($11M); by covered participants it is Rx Savings Solutions 401(k) Plan in KS (273 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (273 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 24.0% during 2023, from $9M to $11M. Reported net income was $2M.
How have Healthfirst Bluegrass Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthfirst Bluegrass Inc's sponsor-wide assets grew 40.5%, from $9M to $13M.
Which 401(k) plans are similar in size to Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bill Burko Rv Retirement Plan in NV ($11M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Healthfirst Bluegrass Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rx Savings Solutions 401(k) Plan in KS (273 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 452710251.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.