401(k) · DOL Form 5500 · 2023
Health Concepts, Ltd 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 444
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $94,877
- Avg per participant Below avg balance/head
Official DOL plan name: Health Concepts, Ltd 401(k) Plan · Sponsored by Health Concepts, Ltd · Rhode Island · Healthcare & Social Assistance
$42M in assets, 444 participants
Health Concepts, Ltd's Health Concepts, Ltd 401(k) Plan reported $42M in total assets and 444 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #15,227 in Healthcare & Social Assistance (17,684 peers)
Coverage in Rhode Island
Health Concepts, Ltd 401(k) Plan covers 444 participants in Rhode Island, about 31% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $42M.
- #15,227
- in Healthcare & Social Assistance (17,684 peers)
- -0.7%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $296K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Health Concepts, Ltd 401(k) Plan's outsized position by total assets
Health Concepts, Ltd 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,125,357 Top 16% higher than 84% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Health Concepts, Ltd 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. Health Concepts, Ltd 401(k) Plan sits mid-pack in the medium band (444 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Health Concepts, Ltd 401(k) Plan reported net income rose from -$18M in the plan year 2022 filing to -$296K in the plan year 2023 filing.
- Health Concepts, Ltd 401(k) Plan reported participants fell from 749 in the plan year 2022 filing to 444 in the plan year 2023 filing.
- Health Concepts, Ltd 401(k) Plan end-of-year assets fell from $42M in the plan year 2022 filing to $42M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 050400913 · Health Concepts, Ltd PY 2023 · 401(k)
Health Concepts, Ltd 401(k) Plan · $42M · 444 · 84th
- PART $42M
- TYPE 444
- NET 84th
- BOOK 401(k)
- VS-ST near Specialty Coating Systems 401(k) Plan
- BOY ind #15227
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 Rhode Island →
Health Concepts, Ltd 401(k) Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | -$296K |
| Employer EIN | 050400913 |
| Plan Effective Date | 1996-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health Concepts, Ltd)
Sponsor-wide plan assets over time
All Health Concepts, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 2.199035498091554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 749 | $42M |
| 2023 | 1 | 444 | $42M |
| 2024 | 1 | 453 | $43M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $27.6B · 265,760
- Textron Savings Plan $5.7B · 26,580
- Cfg Retirement Savings Plan $2.9B · 19,047
- Unfi 401(k) Plan $2.7B · 25,475
- Fm Global 401(k) Savings Plan $1.7B · 4,295
Health Concepts, Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Specialty Coating Systems 401(k) Plan in IN ($42M); by covered participants it is Hanna Steel Corporation Profit Sharing Plan in AL (444 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Specialty Coating Systems 401(k) Plan (IN) $42M · 433
- Crews & Associates Inc. 401(k) Plan (AR) $42M · 161
- Ed Napleton Dealership Group 401(k) Plan (IL) $42M · 2,524
- Phynet Dermatology, LLC 401(k) Plan (TN) $42M · 1,283
Similar participant headcount
Nearest other-state filings by covered participants (444 participants); asset peers above are excluded.
- Hanna Steel Corporation Profit Sharing Plan (AL) 444 · 0 off
- Marathon Electrical Contractors, LLC 401(k) Plan (AL) 444 · 0 off
- Antea USA, Inc. Profit Sharing 401(k) Thrift Plan (MN) 444 · 0 off
- Rycon Construction 401(k) Plan (PA) 444 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.