401(k) · DOL Form 5500 · 2023

Health Share Pro LLC 401(k) Plan

Data updated 2026-08-25

$712K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$178,098
Avg per participant Above avg balance/head
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Official DOL plan name: Health Share Pro 401(k) Trust Plan · Sponsored by Health Share Pro LLC · Utah · Professional & Technical Services

$712K in assets, 4 participants

Health Share Pro LLC's Health Share Pro 401(k) Trust Plan reported $712K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,224 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Health Share Pro 401(k) Trust Plan holds $712K for 4 participants - about $178,098 per participant, among the smaller plans by assets on file.

#3,224
in Professional & Technical Services (20,321 peers)
+1.6%
assets growth YoY

Health Share Pro 401(k) Trust Plan among the smaller filed plans by assets

Health Share Pro 401(k) Trust Plan vs every filed plan by assets

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

$712,393 21st percentile higher than 21% 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

Health Share Pro 401(k) Trust Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Health Share Pro 401(k) Trust Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health Share Pro 401(k) Trust Plan reported net income rose from $3K in the plan year 2022 filing to $11K in the plan year 2023 filing.
  • Health Share Pro 401(k) Trust Plan end-of-year assets rose from $701K in the plan year 2022 filing to $712K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 471765631 · Health Share Pro LLC PY 2023 · 401(k)

Health Share Pro 401(k) Trust Plan · $712K · 4 · 21st

  • BOY $712K
  • SCH 4
  • EBSA 21st
  • PART 401(k)
  • TYPE near General Earth, Inc. 401(k) Plan
  • NET ind #3224

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 Professional & Technical Services retirement plans → · Plans in Utah →

Health Share Pro 401(k) Trust Plan in the asset neighbourhood

Health Share Pro 401(k) Trust PlanHealth Share Pro 401(k) Trus…$712KGeneral Earth, Inc. 401(k) PlanGeneral Earth, Inc. 401(k) P…$712KIndustrial Control & Electronics Inc 401(k) & Profit Sharing PlanIndustrial Control & Electro…$712KAcm Ventures, Inc. 401(k) Profit Sharing PlanAcm Ventures, Inc. 401(k) Pr…$713KIntegrated Manufacturing Services Retirement PlanIntegrated Manufacturing Ser…$712K
End-of-year total assets ($M) among Health Share Pro 401(k) Trust Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$701K
Net Assets (End of Year)$712K
Net Income$11K
Employer EIN471765631
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Share Pro LLC)

Sponsor-wide plan assets over time

All Health Share Pro LLC plans reported in each filing year

Latest sponsor-wide plan assets
$728K 3.8203240268858205% vs 2022
2024 filing year
$0.69M$0.7M$0.71M$0.72M$0.73M$0.74M 202220232024 $0.7M $0.73M ▲ +4.3%
Year Plans Participants Total Assets
2022 1 4 $701K
2023 1 4 $712K
2024 1 4 $728K

Nearby 401(k) Plans in Utah

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

Health Share Pro 401(k) Trust Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Health Share Pro 401(k) Trust Plan, Total assets ($B): 0.000712393 · Participants: 4Health Share Pro 401(k) Trust PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Health Share Pro 401(k) Trust Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Health Share Pro 401(k) Trust Plan side-by-side with 3 peers →

Health Share Pro 401(k) Trust Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is General Earth, Inc. 401(k) Plan in WI ($712K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Health Share Pro 401(k) Trust Plan assets move in 2023? ▼
Health Share Pro 401(k) Trust Plan edged up modestly - up 1.6% during 2023, from $701K to $712K. Reported net income was $11K.
How have Health Share Pro LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Share Pro LLC's sponsor-wide assets grew 3.8%, from $701K to $728K.
Where does Health Share Pro 401(k) Trust Plan rank by assets among Form 5500 filers? ▼
Health Share Pro 401(k) Trust Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Health Share Pro 401(k) Trust Plan? ▼
Among 401(k) plans in other states, the closest by assets is General Earth, Inc. 401(k) Plan in WI ($712K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Health Share Pro 401(k) Trust Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 471765631.

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.