401(k) · DOL Form 5500 · 2023

Healthkeeperz, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
173
Participants Small participant base
34th
Percentile by assets National rank
$15,695
Avg per participant Low balance/head
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Official DOL plan name: Healthkeeperz, Inc. 401(k) Plan · Sponsored by Healthkeeperz, Inc. · North Carolina · Healthcare & Social Assistance

$3M in assets, 173 participants

Healthkeeperz, Inc.'s Healthkeeperz, Inc. 401(k) Plan reported $3M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,130 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Healthkeeperz, Inc. 401(k) Plan covers 173 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.

#6,130
in Healthcare & Social Assistance (17,684 peers)
-22.0%
assets change YoY

The plan reported a net loss of $764K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Healthkeeperz, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Healthkeeperz, Inc. 401(k) Plan vs every filed plan by assets

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

$2,715,243 34th percentile higher than 34% 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

Healthkeeperz, Inc. 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. Healthkeeperz, Inc. 401(k) Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Healthkeeperz, Inc. 401(k) Plan reported net income fell from -$481K in the plan year 2022 filing to -$764K in the plan year 2023 filing.
  • Healthkeeperz, Inc. 401(k) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Healthkeeperz, Inc. 401(k) Plan reported participants fell from 181 in the plan year 2022 filing to 173 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561904210 · Healthkeeperz, Inc. PY 2023 · 401(k)

Healthkeeperz, Inc. 401(k) Plan · $3M · 173 · 34th

  • 5500 $3M
  • 5500 173
  • 5500 34th
  • 5500 401(k)
  • 5500 near Kentucky Justice Association 401(k) Profit Sharing Plan
  • 5500 ind #6130

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 North Carolina →

Healthkeeperz, Inc. 401(k) Plan in the asset neighbourhood

Healthkeeperz, Inc. 401(k) PlanHealthkeeperz, Inc. 401(k) P…$3MKentucky Justice Association 401(k) Profit Sharing PlanKentucky Justice Association…$3MCimc Intermodal Equipment LLC 40 1(K) Profit Sharing Plan & TrustCimc Intermodal Equipment LL…$3MDesign and Engineering, Inc. 401(k) Profit Sharing PlanDesign and Engineering, Inc.…$3MState Line Supply Co., Inc. Savings and Profit Sharing PlanState Line Supply Co., Inc. …$3M
End-of-year total assets ($M) among Healthkeeperz, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$764K
Employer EIN561904210
Plan Effective Date1999-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthkeeperz, Inc.)

Sponsor-wide plan assets over time

All Healthkeeperz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 19.27356639771086% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.48M $2.81M ▼ -19.3%
Year Plans Participants Total Assets
2022 1 181 $3M
2023 1 173 $3M
2024 1 109 $3M

Nearby 401(k) Plans in North Carolina

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

Healthkeeperz, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Healthkeeperz, Inc. 401(k) Plan, Total assets ($B): 0.002715243 · Participants: 173Healthkeeperz, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Healthkeeperz, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Healthkeeperz, Inc. 401(k) Plan side-by-side with 3 peers →

Healthkeeperz, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Kentucky Justice Association 401(k) Profit Sharing Plan in KY ($3M); by covered participants it is Ace Fix-It Hardware 401(k) Plan in PA (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Healthkeeperz, Inc. 401(k) Plan assets move in 2023? ▼
Healthkeeperz, Inc. 401(k) Plan declined sharply - down 22.0% during 2023, from $3M to $3M. Reported net income was -$764K.
How have Healthkeeperz, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthkeeperz, Inc.'s sponsor-wide assets declined 19.3%, from $3M to $3M.
Which 401(k) plans are similar in size to Healthkeeperz, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kentucky Justice Association 401(k) Profit Sharing Plan in KY ($3M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Healthkeeperz, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ace Fix-It Hardware 401(k) Plan in PA (173 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 561904210.

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.