401(k) · DOL Form 5500 · 2023

Avera Health Plans, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
334
Participants Below avg headcount
74th
Percentile by assets National rank
$64,850
Avg per participant Low balance/head
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Official DOL plan name: My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan) · Sponsored by Avera Health Plans, Inc. · South Dakota · Administrative & Support Services

$22M in assets, 334 participants

Avera Health Plans, Inc.'s My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan) reported $22M in total assets and 334 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #3,792 in Administrative & Support Services (4,372 peers)

Avera Health Plans, Inc. multi-year trail

Avera Health Plans, Inc.'s plans moved +21.1% in assets from 2022 to 2024; this filing shows My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan) at $22M / 334 participants.

#3,792
in Administrative & Support Services (4,372 peers)
+7.8%
assets growth YoY

My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan)'s outsized position by total assets

My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan) vs every filed plan by assets

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

$21,659,749 Top 26% higher than 74% 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

My 401(k) Retirement Plan (Formerly Avera Health Program Pension 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. My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan) sits mid-pack in the medium band (334 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan) reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan) reported participants rose from 262 in the plan year 2022 filing to 334 in the plan year 2023 filing.
  • My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan) end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 460451539 · Avera Health Plans, Inc. PY 2023 · 401(k)

My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan) · $22M · 334 · 74th

  • PCT $22M
  • EIN 334
  • RANK 74th
  • PHOTO 401(k)
  • IND near Weiler Arnow Mgt. Co., Inc. 401(k) Savings and Profit Sharing Plan
  • EOY ind #3792

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 Administrative & Support Services retirement plans → · Plans in South Dakota →

My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan) in the asset neighbourhood

My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan)My 401(k) Retirement Plan (F…$22MWeiler Arnow Mgt. Co., Inc. 401(k) Savings and Profit Sharing PlanWeiler Arnow Mgt. Co., Inc. …$22MThe Christ Hospital 401(a) Retirement Savings PlanThe Christ Hospital 401(a) R…$22M403(b) Thrift Plan for Employees of Techsoup Global403(b) Thrift Plan for Emplo…$22MBob Barker Company, Inc. 401(k) PlanBob Barker Company, Inc. 401…$22M
End-of-year total assets ($M) among My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Avera Health Plans, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Avera Health Plans, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 21.081262722324905% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.1M $24.3M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 262 $20M
2023 1 334 $22M
2024 1 333 $24M

Avera Health Plans, Inc. filing trail (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN460451539
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan) vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan), Total assets ($M): 21.659749 · Participants: 334My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan)Black Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan) vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan) side-by-side with 3 peers →

My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan)'s out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Weiler Arnow Mgt. Co., Inc. 401(k) Savings and Profit Sharing Plan in NY ($22M); by covered participants it is Investment Corporation of Palm Beach 401(k) Plan in FL (334 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (334 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 My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan) assets move in 2023? ▼
My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan) grew at a solid clip - up 7.8% during 2023, from $20M to $22M. Reported net income was $2M.
How have Avera Health Plans, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avera Health Plans, Inc.'s sponsor-wide assets grew 21.1%, from $20M to $24M.
Which 401(k) plans are similar in size to My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan)? ▼
Among 401(k) plans in other states, the closest by assets is Weiler Arnow Mgt. Co., Inc. 401(k) Savings and Profit Sharing Plan in NY ($22M, 41 participants).
Which 401(k) plans cover a similar participant headcount to My 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan)? ▼
Among 401(k) plans in other states, the closest by covered participants is Investment Corporation of Palm Beach 401(k) Plan in FL (334 participants, $12M 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 460451539.

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.