401(k) · DOL Form 5500 · 2023

Confluent Health, LLC 401(k) Plan

Data updated 2026-08-25

$156M
Total assets Near avg plan size
8,987
Participants Very large workforce
94th
Percentile by assets National rank
$17,350
Avg per participant Low balance/head
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Official DOL plan name: Confluent Health, LLC 401(k) Profit Sharing Plan · Sponsored by Confluent Health, LLC · Kentucky · Professional & Technical Services

$156M in assets, 8,987 participants

Confluent Health, LLC's Confluent Health, LLC 401(k) Profit Sharing Plan reported $156M in total assets and 8,987 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,288 in Professional & Technical Services (20,321 peers)

Coverage in Kentucky

Confluent Health, LLC 401(k) Profit Sharing Plan covers 8,987 participants in Kentucky, 14x the typical Kentucky plan (state average ~647 per filing). Assets: $156M.

#19,288
in Professional & Technical Services (20,321 peers)
+61.0%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Confluent Health, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Confluent Health, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$155,920,536 Top 6% higher than 94% 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

Confluent Health, LLC 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Confluent Health, LLC 401(k) Profit Sharing Plan lands in the large band (8,987 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Confluent Health, LLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Confluent Health, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $97M in the plan year 2022 filing to $156M in the plan year 2023 filing.
  • Confluent Health, LLC 401(k) Profit Sharing Plan reported participants rose from 6,328 in the plan year 2022 filing to 8,987 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 471584422 · Confluent Health, LLC PY 2023 · 401(k)

Confluent Health, LLC 401(k) Profit Sharing Plan · $156M · 8,987 · 94th

  • BOOK $156M
  • BOOK 8,987
  • BOOK 94th
  • BOOK 401(k)
  • BOOK near Voya 401(k) Plan for Vriac Agents
  • BOOK ind #19288

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

Confluent Health, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Stillwater Mining Company 401(k) PlanStillwater Mining Company 40…$156MConfluent Health, LLC 401(k) Profit Sharing PlanConfluent Health, LLC 401(k)…$156MVoya 401(k) Plan for Vriac AgentsVoya 401(k) Plan for Vriac A…$156MDavis Graham & Stubbs LLP Retirement PlanDavis Graham & Stubbs LLP Re…$156MNoran Neurological Clinic, P. a. 401(k) Profit Sharing PlanNoran Neurological Clinic, P…$156M
End-of-year total assets ($M) among Confluent Health, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$156M
Net Income$45M
Employer EIN471584422
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Confluent Health, LLC)

Sponsor-wide plan assets over time

All Confluent Health, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$204M 110.80546217876497% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $96.8M $204M ▲ +110.8%
Year Plans Participants Total Assets
2022 1 6,328 $97M
2023 1 8,987 $156M
2024 1 7,445 $204M

Nearby 401(k) Plans in Kentucky

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

Confluent Health, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Confluent Health, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.155920536 · Participants: 8987Confluent Health, LLC 401(k) Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Confluent Health, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Confluent Health, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Scale composition for Confluent Health, LLC 401(k) Profit Sharing Plan

Confluent Health, LLC 401(k) Profit Sharing Plan reports $156M in end-of-year assets across 8,987 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $17,350 per participant (13% of the national average assets-per-participant) . Net income for plan year 2023 was $45M.

This plan identity (EIN 471584422, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $97M to $204M (+110.8%) while covered participants moved from 6,328 to 7,445 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,328 $97M Open filing
2023 8,987 $156M This page
2024 · index core 7,445 $204M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Confluent Health, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Voya 401(k) Plan for Vriac Agents in CT ($156M); by covered participants it is Chico's Fas, Inc. 401(k) Elective Deferral Plan in FL (8,998 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($156M here).

Similar participant headcount

Nearest other-state filings by covered participants (8,987 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 Confluent Health, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Confluent Health, LLC 401(k) Profit Sharing Plan surged - up 61.0% during 2023, from $97M to $156M. Reported net income was $45M.
How have Confluent Health, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Confluent Health, LLC's sponsor-wide assets grew 110.8%, from $97M to $204M.
Where does Confluent Health, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Confluent Health, LLC 401(k) Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Confluent Health, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Voya 401(k) Plan for Vriac Agents in CT ($156M, 299 participants).
Which 401(k) plans cover a similar participant headcount to Confluent Health, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chico's Fas, Inc. 401(k) Elective Deferral Plan in FL (8,998 participants, $175M 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 471584422.

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.