401(k) · DOL Form 5500 · 2023

National Mentor Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$316M
Total assets Above avg plan size
25,967
Participants Very large workforce
96th
Percentile by assets National rank
$12,154
Avg per participant Low balance/head
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Official DOL plan name: Sevita 401(k) Plan · Sponsored by National Mentor Holdings, LLC · Massachusetts · Healthcare & Social Assistance

$316M in assets, 25,967 participants

National Mentor Holdings, LLC's Sevita 401(k) Plan reported $316M in total assets and 25,967 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,085 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Sevita 401(k) Plan covers 25,967 participants in Massachusetts, 39x the typical Massachusetts plan (state average ~659 per filing). Assets: $316M.

#17,085
in Healthcare & Social Assistance (17,684 peers)
+18.4%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Sevita 401(k) Plan's outsized position by total assets

Sevita 401(k) Plan vs every filed plan by assets

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

$315,613,478 Top 4% higher than 96% 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

Sevita 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sevita 401(k) Plan is a mega filing (25,967 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sevita 401(k) Plan reported net income rose from -$42M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Sevita 401(k) Plan end-of-year assets rose from $267M in the plan year 2022 filing to $316M in the plan year 2023 filing.
  • Sevita 401(k) Plan reported participants rose from 25,111 in the plan year 2022 filing to 25,967 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043250732 · National Mentor Holdings, LLC PY 2023 · 401(k)

Sevita 401(k) Plan · $316M · 25,967 · 96th

  • ASSETS $316M
  • ASSETS 25,967
  • ASSETS 96th
  • ASSETS 401(k)
  • ASSETS near Vitalmd 401(k) Plan
  • ASSETS ind #17085

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 Massachusetts →

Sevita 401(k) Plan in the asset neighbourhood

Shiseido Americas Group Retirement PlanShiseido Americas Group Reti…$316MVitalmd 401(k) Plan$316MSevita 401(k) Plan$316MFrost Brown Todd LLP Retirement Savings PlanFrost Brown Todd LLP Retirem…$315MKci Holding USA, Inc. 401(k) PlanKci Holding USA, Inc. 401(k)…$315M
End-of-year total assets ($M) among Sevita 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$267M
Net Assets (End of Year)$316M
Net Income$49M
Employer EIN043250732
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Mentor Holdings, LLC)

Sponsor-wide plan assets over time

All National Mentor Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$347M 30.240665780816865% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $267M $347M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 25,111 $267M
2023 1 25,967 $316M
2024 1 26,985 $347M

Nearby 401(k) Plans in Massachusetts

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

Sevita 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -10010203040 Total assets ($B) Participants Sevita 401(k) Plan, Total assets ($B): 0.315613478 · Participants: 25967Sevita 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Sevita 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sevita 401(k) Plan side-by-side with 3 peers →

Scale composition for Sevita 401(k) Plan

Sevita 401(k) Plan reports $316M in end-of-year assets across 25,967 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.028% of 93,925,755 covered participants) - about $12,154 per participant (9% of the national average assets-per-participant) . Net income for plan year 2023 was $49M.

This plan identity (EIN 043250732, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $267M to $347M (+30.2%) while covered participants moved from 25,111 to 26,985 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 25,111 $267M Open filing
2023 25,967 $316M This page
2024 · index core 26,985 $347M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside Massachusetts, the nearest 401(k) by assets is Vitalmd 401(k) Plan in FL ($316M); by covered participants it is Bnsf Railway Company Non-Salaried Employees 401(k) Retirement Plan in TX (25,966 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($316M here).

Similar participant headcount

Nearest other-state filings by covered participants (25,967 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 Sevita 401(k) Plan assets move in 2023? ▼
Sevita 401(k) Plan grew sharply - up 18.4% during 2023, from $267M to $316M. Reported net income was $49M.
How have National Mentor Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Mentor Holdings, LLC's sponsor-wide assets grew 30.2%, from $267M to $347M.
Where does Sevita 401(k) Plan rank by assets among Form 5500 filers? ▼
Sevita 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Sevita 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vitalmd 401(k) Plan in FL ($316M, 2,462 participants).
Which 401(k) plans cover a similar participant headcount to Sevita 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bnsf Railway Company Non-Salaried Employees 401(k) Retirement Plan in TX (25,966 participants, $4.1B 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 043250732.

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.