401(k) · DOL Form 5500 · 2023

Compass Health Brands Corp 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
194
Participants Below avg headcount
61st
Percentile by assets National rank
$58,173
Avg per participant Low balance/head
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Official DOL plan name: Compass Health Brands 401(k) Retirement Plan · Sponsored by Compass Health Brands Corp · Ohio · Healthcare & Social Assistance

$11M in assets, 194 participants

Compass Health Brands Corp's Compass Health Brands 401(k) Retirement Plan reported $11M in total assets and 194 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,792 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Compass Health Brands 401(k) Retirement Plan covers 194 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $11M.

#11,792
in Healthcare & Social Assistance (17,684 peers)
+19.9%
assets growth YoY

Compass Health Brands 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$11,285,478 Top 39% higher than 61% 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

Compass Health Brands 401(k) Retirement 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. Compass Health Brands 401(k) Retirement Plan sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Compass Health Brands 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Compass Health Brands 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Compass Health Brands 401(k) Retirement Plan reported participants fell from 208 in the plan year 2022 filing to 194 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 465147385 · Compass Health Brands Corp PY 2023 · 401(k)

Compass Health Brands 401(k) Retirement Plan · $11M · 194 · 61st

  • PCT $11M
  • PCT 194
  • PCT 61st
  • PCT 401(k)
  • PCT near Orbitform Employees Retirement Savings Plan
  • PCT ind #11792

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 Ohio →

Compass Health Brands 401(k) Retirement Plan in the asset neighbourhood

Compass Health Brands 401(k) Retirement PlanCompass Health Brands 401(k)…$11MOrbitform Employees Retirement Savings PlanOrbitform Employees Retireme…$11MEagle Railcar Services Retirement Savings PlanEagle Railcar Services Retir…$11MSpringbrook Software 401(k) PlanSpringbrook Software 401(k) …$11MAffiance Financial, LLC Profit Sharing Plan and TrustAffiance Financial, LLC Prof…$11M
End-of-year total assets ($M) among Compass Health Brands 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

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

Sponsor Plan History (Compass Health Brands Corp)

Sponsor-wide plan assets over time

All Compass Health Brands Corp plans reported in each filing year

Latest sponsor-wide plan assets
$13M 40.91151531227255% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.41M $13.3M ▲ +40.9%
Year Plans Participants Total Assets
2022 1 208 $9M
2023 1 194 $11M
2024 1 191 $13M

Nearby 401(k) Plans in Ohio

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

Compass Health Brands 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Compass Health Brands 401(k) Retirement Plan, Total assets ($B): 0.011285478 · Participants: 194Compass Health Brands 401(k) Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Compass Health Brands 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Compass Health Brands 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Orbitform Employees Retirement Savings Plan in MI ($11M); by covered participants it is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Compass Health Brands 401(k) Retirement Plan assets move in 2023? ▼
Compass Health Brands 401(k) Retirement Plan grew sharply - up 19.9% during 2023, from $9M to $11M. Reported net income was $2M.
How have Compass Health Brands Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Compass Health Brands Corp's sponsor-wide assets grew 40.9%, from $9M to $13M.
Which 401(k) plans are similar in size to Compass Health Brands 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orbitform Employees Retirement Savings Plan in MI ($11M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Compass Health Brands 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants, $3M 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 465147385.

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.