401(k) · DOL Form 5500 · 2023

Health Advocate Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
1,094
Participants Near avg headcount
81st
Percentile by assets National rank
$30,292
Avg per participant Low balance/head
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Official DOL plan name: Health Advocate Employee 401(k) Plan · Sponsored by Health Advocate Solutions, Inc. · Pennsylvania · Professional & Technical Services

$33M in assets, 1,094 participants

Health Advocate Solutions, Inc.'s Health Advocate Employee 401(k) Plan reported $33M in total assets and 1,094 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,493 in Professional & Technical Services (20,321 peers)

Where Health Advocate Employee 401(k) Plan sits by assets

Health Advocate Employee 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 1,094 participants (~$30,292/participant), up 12.3% in 2023.

#16,493
in Professional & Technical Services (20,321 peers)
+12.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Health Advocate Employee 401(k) Plan's outsized position by total assets

Health Advocate Employee 401(k) Plan vs every filed plan by assets

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

$33,139,817 Top 19% higher than 81% 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 Advocate Employee 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Health Advocate Employee 401(k) Plan lands in the large band (1,094 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health Advocate Employee 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Health Advocate Employee 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Health Advocate Employee 401(k) Plan reported participants rose from 1,059 in the plan year 2022 filing to 1,094 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 233080019 · Health Advocate Solutions, Inc. PY 2023 · 401(k)

Health Advocate Employee 401(k) Plan · $33M · 1,094 · 81st

  • ASSETS $33M
  • ASSETS 1,094
  • ASSETS 81st
  • ASSETS 401(k)
  • ASSETS near C.G. Schmidt, Inc. Defined Contribution Plan
  • ASSETS ind #16493

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 Pennsylvania →

Health Advocate Employee 401(k) Plan in the asset neighbourhood

Health Advocate Employee 401(k) PlanHealth Advocate Employee 401…$33MC.G. Schmidt, Inc. Defined Contribution PlanC.G. Schmidt, Inc. Defined C…$33MBranding Iron Holdings Retirement Savings PlanBranding Iron Holdings Retir…$33MVerus Advisory, Inc. Retirement & Savings PlanVerus Advisory, Inc. Retirem…$33MKramer Beverage Co. , LLC Employees' Profit Sharing PlanKramer Beverage Co. , LLC Em…$33M
End-of-year total assets ($M) among Health Advocate Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN233080019
Plan Effective Date2021-06-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Advocate Solutions, Inc.)

Sponsor-wide plan assets over time

All Health Advocate Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 16.16888490250387% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.5M $34.3M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 1,059 $30M
2023 1 1,094 $33M
2024 1 1,216 $34M

Nearby 401(k) Plans in Pennsylvania

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

Health Advocate Employee 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Health Advocate Employee 401(k) Plan, Total assets ($B): 0.033139817 · Participants: 1094Health Advocate Employee 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Health Advocate Employee 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Health Advocate Employee 401(k) Plan side-by-side with 3 peers →

Health Advocate Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is C.G. Schmidt, Inc. Defined Contribution Plan in WI ($33M); by covered participants it is Union Bank & Trust Company Profit Sharing Plan in NE (1,094 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,094 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 Advocate Employee 401(k) Plan assets move in 2023? ▼
Health Advocate Employee 401(k) Plan grew at a solid clip - up 12.3% during 2023, from $30M to $33M. Reported net income was $4M.
How have Health Advocate Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Advocate Solutions, Inc.'s sponsor-wide assets grew 16.2%, from $30M to $34M.
Where does Health Advocate Employee 401(k) Plan rank by assets among Form 5500 filers? ▼
Health Advocate Employee 401(k) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Health Advocate Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is C.G. Schmidt, Inc. Defined Contribution Plan in WI ($33M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Health Advocate Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Union Bank & Trust Company Profit Sharing Plan in NE (1,094 participants, $234M 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 233080019.

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.