401(k) · DOL Form 5500 · 2023

Motivhealth Insurance Company 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
149
Participants Small participant base
39th
Percentile by assets National rank
$25,325
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Healthequity Retirement Services Plan-Motivhealth Insurance Company · Sponsored by Motivhealth Insurance Company · Utah · Finance & Insurance

$4M in assets, 149 participants

Motivhealth Insurance Company's Healthequity Retirement Services Plan-Motivhealth Insurance Company reported $4M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,444 in Finance & Insurance (8,869 peers)

Coverage in Utah

Healthequity Retirement Services Plan-Motivhealth Insurance Company covers 149 participants in Utah, about 25% of the average Utah filer (state average ~592 per filing). Assets: $4M.

#2,444
in Finance & Insurance (8,869 peers)
+37.0%
assets growth YoY

Healthequity Retirement Services Plan-Motivhealth Insurance Company's mid-pack asset rank among Finance & Insurance and all filers

Healthequity Retirement Services Plan-Motivhealth Insurance Company vs every filed plan by assets

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

$3,773,474 39th percentile higher than 39% 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

Healthequity Retirement Services Plan-Motivhealth Insurance Company 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. Healthequity Retirement Services Plan-Motivhealth Insurance Company sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Healthequity Retirement Services Plan-Motivhealth Insurance Company reported net income rose from $112K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Healthequity Retirement Services Plan-Motivhealth Insurance Company end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Healthequity Retirement Services Plan-Motivhealth Insurance Company reported participants rose from 134 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 473906935 · Motivhealth Insurance Company PY 2023 · 401(k)

Healthequity Retirement Services Plan-Motivhealth Insurance Company · $4M · 149 · 39th

  • BOY $4M
  • SCH 149
  • EBSA 39th
  • PART 401(k)
  • TYPE near Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan
  • NET ind #2444

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 Finance & Insurance retirement plans → · Plans in Utah →

Healthequity Retirement Services Plan-Motivhealth Insurance Company in the asset neighbourhood

Healthequity Retirement Services Plan-Motivhealth Insurance CompanyHealthequity Retirement Serv…$4MBernard P. Donegan, Inc. Employees' 401(k) Profit Sharing PlanBernard P. Donegan, Inc. Emp…$4MTend Dental, Inc. 401(k) Plan$4MQ-Matic Corporation 401(k) Profit Sharing PlanQ-Matic Corporation 401(k) P…$4MCollis Group, Inc. Retirement PlanCollis Group, Inc. Retiremen…$4M
End-of-year total assets ($M) among Healthequity Retirement Services Plan-Motivhealth Insurance Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN473906935
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Motivhealth Insurance Company)

Sponsor-wide plan assets over time

All Motivhealth Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 77.73299175775912% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.76M $4.9M ▲ +77.5%
Year Plans Participants Total Assets
2022 1 134 $3M
2023 1 149 $4M
2024 1 188 $5M

Nearby 401(k) Plans in Utah

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

Healthequity Retirement Services Plan-Motivhealth Insurance Company vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Healthequity Retirement Services Plan-Motivhealth Insurance Company, Total assets ($B): 0.003773474 · Participants: 149Healthequity Retirement Services Plan-Motivhealth Insurance CompanyIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Healthequity Retirement Services Plan-Motivhealth Insurance Company vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Healthequity Retirement Services Plan-Motivhealth Insurance Company side-by-side with 3 peers →

Healthequity Retirement Services Plan-Motivhealth Insurance Company's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan in NY ($4M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Healthequity Retirement Services Plan-Motivhealth Insurance Company assets move in 2023? ▼
Healthequity Retirement Services Plan-Motivhealth Insurance Company surged - up 37.0% during 2023, from $3M to $4M. Reported net income was $1M.
How have Motivhealth Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Motivhealth Insurance Company's sponsor-wide assets grew 77.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Healthequity Retirement Services Plan-Motivhealth Insurance Company? ▼
Among 401(k) plans in other states, the closest by assets is Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan in NY ($4M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Healthequity Retirement Services Plan-Motivhealth Insurance Company? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 473906935.

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.