ESOP
2023 plan-year ESOP DOL Form 5500

PNW HEALTHCARE HOLDINGS, LLC 401(K) PLAN

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

PNW HEALTHCARE HOLDINGS, LLC

This ESOP plan holds $738K in total assets and serves 1,671 participants as of 2023. It is sponsored by PNW HEALTHCARE HOLDINGS, LLC in Washington. The plan reported positive net income of $451K for the year.

Total Assets (2023)
$738K
Participants
1,671
State
Industry
Administrative & Support Services

What the Filing Says About PNW HEALTHCARE HOLDINGS, LLC 401(K) PLAN

PNW HEALTHCARE HOLDINGS, LLC 401(K) PLAN is a ESOP retirement plan sponsored by PNW HEALTHCARE HOLDINGS, LLC, headquartered in Washington. As of the 2023 Form 5500 filing, the plan reports $738K in total end-of-year assets and covers 1,671 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 822169801, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $287K at the beginning of 2023 to $738K at year-end — a gain of 156.9%. Net assets (after liabilities) closed the year at $738K, with reported net income of $451K 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)$287K
Total Assets (End of Year)$738K
Net Assets (End of Year)$738K
Net Income$451K
Plan TypeESOP
Employer EIN822169801
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PNW HEALTHCARE HOLDINGS, LLC)

Year Plans Participants Total Assets
2022 1 1,671 $287K
2023 1 1,671 $738K
2024 1 1,161 $1M

Nearby ESOP Plans in Washington

Peer ESOP plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the PNW HEALTHCARE HOLDINGS, LLC 401(K) PLAN?
As of the 2023 Form 5500 filing, PNW HEALTHCARE HOLDINGS, LLC 401(K) PLAN holds $738K in total assets with 1,671 participants. It is sponsored by PNW HEALTHCARE HOLDINGS, LLC.
What type of plan is PNW HEALTHCARE HOLDINGS, LLC 401(K) PLAN?
PNW HEALTHCARE HOLDINGS, LLC 401(K) PLAN is a ESOP plan. It has been effective since 2022-01-01. The plan is filed with the U.S. Department of Labor under EIN 822169801.
Who sponsors the PNW HEALTHCARE HOLDINGS, LLC 401(K) PLAN?
PNW HEALTHCARE HOLDINGS, LLC 401(K) PLAN is sponsored by PNW HEALTHCARE HOLDINGS, LLC, located in Washington. The sponsor's EIN is 822169801 and the plan operates in the Administrative & Support Services industry.
How did PNW HEALTHCARE HOLDINGS, LLC 401(K) PLAN perform in 2023?
PNW HEALTHCARE HOLDINGS, LLC 401(K) PLAN grew by 156.9% during 2023, moving from $287K to $738K in total assets. Net income was $451K.
Where can I find official filings for PNW HEALTHCARE HOLDINGS, LLC 401(K) PLAN?
Official Form 5500 filings for PNW HEALTHCARE HOLDINGS, LLC 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 822169801 or plan name at efast.dol.gov.
How does PNW HEALTHCARE HOLDINGS, LLC 401(K) PLAN compare to other plans?
You can compare PNW HEALTHCARE HOLDINGS, LLC 401(K) PLAN against other ESOP plans on the plan type page, or view plans in Washington 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 822169801.

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 official public datasets. See our methodology for details.