401(k) · DOL Form 5500 · 2023
National Mentor Holdings, LLC 401(k) Plan
Data updated 2026-08-11
- $316M
- Total assets
- 25,967
- Participants
- 96th
- Percentile by assets
- $12,154
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $316M
- total plan assets (2023 EOY)
- 25,967
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $12,154
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Sevita 401(k) Plan reports 25,967 participants - 39x that state average ($316M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $267M |
|---|---|
| Net Assets (End of Year) | $316M |
| Net Income | $49M |
| Employer EIN | 043250732 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Mentor Holdings, LLC)
| 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
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
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 (401(k), $347M, 26,985 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sevita 401(k) Plan by total assets, not by location.
- Vitalmd 401(k) Plan (FL) $316M · 2,462
- Frost Brown Todd LLP Retirement Savings Plan (KY) $315M · 658
- Kci Holding USA, Inc. 401(k) Plan (OH) $315M · 2,069
- Shiseido Americas Group Retirement Plan (NY) $316M · 1,723
Frequently Asked Questions
How did Sevita 401(k) Plan assets move in 2023? ▼
How have National Mentor Holdings, LLC plan assets changed over time? ▼
Where does Sevita 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sevita 401(k) Plan? ▼
Next read for Sevita 401(k) Plan
Filing takeaways
Ways to act on Sevita 401(k) Plan's numbers.
- By total assets, Sevita 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- National Mentor Holdings, LLC's sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans