401(k)
2023 plan-year 401(k) DOL Form 5500

Compass Health Brands 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Compass Health Brands Corp · Ohio · Healthcare & Social Assistance

What the 2023 filing shows

Compass Health Brands 401(k) Retirement Plan holds $11M for 194 participants — about $58,173 per participant, up 19.9% over the 2023 plan year.

$11M
total plan assets (2023 EOY)
194
covered participants
$58,173
avg assets per participant
+19.9%
assets growth YoY
Total Assets (2023)
$11M
Participants
194
State
Industry
Healthcare & Social Assistance

What the Filing Says About Compass Health Brands 401(k) Retirement Plan

Compass Health Brands 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Compass Health Brands Corp, headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 194 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 465147385, and the plan has been effective since 2015-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2023 to $11M at year-end — a gain of 19.9%. Net assets (after liabilities) closed the year at $11M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$2M
Plan Type401(k)
Employer EIN465147385
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Compass Health Brands Corp)

Year Plans Participants Total Assets
2022 1 208 $9M
2023 1 194 $11M
2024 1 191 $13M

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Frequently Asked Questions

How much money is in the Compass Health Brands 401(k) Retirement Plan?
As of the 2023 Form 5500 filing, Compass Health Brands 401(k) Retirement Plan holds $11M in total assets with 194 participants. It is sponsored by Compass Health Brands Corp.
What type of plan is Compass Health Brands 401(k) Retirement Plan?
Compass Health Brands 401(k) Retirement Plan is a 401(k) plan. It has been effective since 2015-01-01. The plan is filed with the U.S. Department of Labor under EIN 465147385.
Who sponsors the Compass Health Brands 401(k) Retirement Plan?
Compass Health Brands 401(k) Retirement Plan is sponsored by Compass Health Brands Corp, located in Ohio. The sponsor's EIN is 465147385 and the plan operates in the Healthcare & Social Assistance industry.
How did Compass Health Brands 401(k) Retirement Plan perform in 2023?
Compass Health Brands 401(k) Retirement Plan grew by 19.9% during 2023, moving from $9M to $11M in total assets. Net income was $2M.
Where can I find official filings for Compass Health Brands 401(k) Retirement Plan?
Official Form 5500 filings for Compass Health Brands 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 465147385 or plan name at efast.dol.gov.
How does Compass Health Brands 401(k) Retirement Plan compare to other plans?
You can compare Compass Health Brands 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 465147385.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.