401(k) · DOL Form 5500 · 2023

Devoted Health, Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
1,891
Participants Near avg headcount
84th
Percentile by assets National rank
$22,597
Avg per participant Low balance/head
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Official DOL plan name: Devoted Health 401(k) Retirement Plan · Sponsored by Devoted Health, Inc. · Massachusetts · Finance & Insurance

$43M in assets, 1,891 participants

Devoted Health, Inc.'s Devoted Health 401(k) Retirement Plan reported $43M in total assets and 1,891 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,666 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Devoted Health 401(k) Retirement Plan covers 1,891 participants in Massachusetts, 2.9x the typical Massachusetts plan (state average ~659 per filing). Assets: $43M.

#6,666
in Finance & Insurance (8,869 peers)
+78.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Devoted Health 401(k) Retirement Plan's outsized position by total assets

Devoted Health 401(k) Retirement Plan vs every filed plan by assets

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

$42,730,543 Top 16% higher than 84% 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

Devoted Health 401(k) Retirement 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. Devoted Health 401(k) Retirement Plan lands in the large band (1,891 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Devoted Health 401(k) Retirement Plan reported net income rose from $7M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Devoted Health 401(k) Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Devoted Health 401(k) Retirement Plan reported participants rose from 1,182 in the plan year 2022 filing to 1,891 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 821023772 · Devoted Health, Inc. PY 2023 · 401(k)

Devoted Health 401(k) Retirement Plan · $43M · 1,891 · 84th

  • NET $43M
  • NET 1,891
  • NET 84th
  • NET 401(k)
  • NET near Jmac, Inc. 401(k) Plan
  • NET ind #6666

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Devoted Health 401(k) Retirement Plan in the asset neighbourhood

Devoted Health 401(k) Retirement PlanDevoted Health 401(k) Retire…$43MJmac, Inc. 401(k) Plan$43MThe Ridgeview Industries Retirement Savings PlanThe Ridgeview Industries Ret…$43MGreene, Tweed & Co. , Inc. Union Employees 401(k) Savings PlanGreene, Tweed & Co. , Inc. U…$43MJ. & M. Manufacturing Co. Inc. 401(k) PlanJ. & M. Manufacturing Co. In…$43M
End-of-year total assets ($M) among Devoted Health 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$43M
Net Income$19M
Employer EIN821023772
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Devoted Health, Inc.)

Sponsor-wide plan assets over time

All Devoted Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 176.4299905512483% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $24M $66.3M ▲ +176.5%
Year Plans Participants Total Assets
2022 1 1,182 $24M
2023 1 1,891 $43M
2024 1 2,232 $66M

Nearby 401(k) Plans in Massachusetts

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

Devoted Health 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Devoted Health 401(k) Retirement Plan, Total assets ($B): 0.042730543 · Participants: 1891Devoted Health 401(k) Retirement 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
Devoted Health 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Devoted Health 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Jmac, Inc. 401(k) Plan in OH ($43M); by covered participants it is US Healthvest Group 401(k) Plan in IL (1,891 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,891 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 Devoted Health 401(k) Retirement Plan assets move in 2023? ▼
Devoted Health 401(k) Retirement Plan surged - up 78.1% during 2023, from $24M to $43M. Reported net income was $19M.
How have Devoted Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Devoted Health, Inc.'s sponsor-wide assets grew 176.4%, from $24M to $66M.
Where does Devoted Health 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Devoted Health 401(k) Retirement Plan ranks in the 84th 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 Devoted Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jmac, Inc. 401(k) Plan in OH ($43M, 575 participants).
Which 401(k) plans cover a similar participant headcount to Devoted Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is US Healthvest Group 401(k) Plan in IL (1,891 participants, $18M 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 821023772.

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.