401(k) · DOL Form 5500 · 2023

Educators Health Plans Life, Accident and Health, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
196
Participants Below avg headcount
43rd
Percentile by assets National rank
$23,749
Avg per participant Low balance/head
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Official DOL plan name: Educators Health Plans Life 401(k) Plan · Sponsored by Educators Health Plans Life, Accident and Health, Inc. · Utah · Finance & Insurance

$5M in assets, 196 participants

Educators Health Plans Life, Accident and Health, Inc.'s Educators Health Plans Life 401(k) Plan reported $5M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,680 in Finance & Insurance (8,869 peers)

Coverage in Utah

Educators Health Plans Life 401(k) Plan covers 196 participants in Utah, about 33% of the average Utah filer (state average ~592 per filing). Assets: $5M.

#2,680
in Finance & Insurance (8,869 peers)
+31.4%
assets growth YoY

Educators Health Plans Life 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Educators Health Plans Life 401(k) Plan vs every filed plan by assets

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

$4,654,745 43rd percentile higher than 43% 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

Educators Health Plans Life 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Educators Health Plans Life 401(k) Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Educators Health Plans Life 401(k) Plan reported net income rose from -$266K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Educators Health Plans Life 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Educators Health Plans Life 401(k) Plan reported participants rose from 194 in the plan year 2022 filing to 196 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 204023720 · Educators Health Plans Life, Accident and Health, Inc. PY 2023 · 401(k)

Educators Health Plans Life 401(k) Plan · $5M · 196 · 43rd

  • ASSETS $5M
  • ASSETS 196
  • ASSETS 43rd
  • ASSETS 401(k)
  • ASSETS near Propak Logistics, LLC 401(k) Retirement Plan
  • ASSETS ind #2680

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 Utah →

Educators Health Plans Life 401(k) Plan in the asset neighbourhood

Easter Seals Goodwill 401(k) Retirement PlanEaster Seals Goodwill 401(k)…$5MMatejcek Implement 401(k) PlanMatejcek Implement 401(k) Pl…$5MEducators Health Plans Life 401(k) PlanEducators Health Plans Life …$5MPropak Logistics, LLC 401(k) Retirement PlanPropak Logistics, LLC 401(k)…$5MElite Cuisine, LLC 401(k) Profit Sharing PlanElite Cuisine, LLC 401(k) Pr…$5M
End-of-year total assets ($M) among Educators Health Plans Life 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN204023720
Plan Effective Date2013-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Educators Health Plans Life, Accident and Health, Inc.)

Sponsor-wide plan assets over time

All Educators Health Plans Life, Accident and Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 61.94747483417363% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.54M $5.74M ▲ +62.1%
Year Plans Participants Total Assets
2022 1 194 $4M
2023 1 196 $5M
2024 1 206 $6M

Nearby 401(k) Plans in Utah

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

Educators Health Plans Life 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Educators Health Plans Life 401(k) Plan, Total assets ($B): 0.004654745 · Participants: 196Educators Health Plans Life 401(k) 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
Educators Health Plans Life 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Educators Health Plans Life 401(k) Plan side-by-side with 3 peers →

Educators Health Plans Life 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Propak Logistics, LLC 401(k) Retirement Plan in AR ($5M); by covered participants it is Logicworks 401(k) Plan in NY (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Educators Health Plans Life 401(k) Plan assets move in 2023? ▼
Educators Health Plans Life 401(k) Plan surged - up 31.4% during 2023, from $4M to $5M. Reported net income was $1M.
How have Educators Health Plans Life, Accident and Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Educators Health Plans Life, Accident and Health, Inc.'s sponsor-wide assets grew 61.9%, from $4M to $6M.
Which 401(k) plans are similar in size to Educators Health Plans Life 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Propak Logistics, LLC 401(k) Retirement Plan in AR ($5M, 530 participants).
Which 401(k) plans cover a similar participant headcount to Educators Health Plans Life 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logicworks 401(k) Plan in NY (196 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 204023720.

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.