401(k) · DOL Form 5500 · 2023

Strategic Health Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
122
Participants Small participant base
72nd
Percentile by assets National rank
$159,069
Avg per participant Above avg balance/head
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Official DOL plan name: Strategic Health Partners, Inc. 401(k) Plan · Sponsored by Strategic Health Partners, Inc. · Georgia · Healthcare & Social Assistance

$19M in assets, 122 participants

Strategic Health Partners, Inc.'s Strategic Health Partners, Inc. 401(k) Plan reported $19M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,540 in Healthcare & Social Assistance (17,684 peers)

Coverage in Georgia

Strategic Health Partners, Inc. 401(k) Plan covers 122 participants in Georgia, about 11% of the average Georgia filer (state average ~1,096 per filing). Assets: $19M.

#13,540
in Healthcare & Social Assistance (17,684 peers)
+55.5%
assets growth YoY

Strategic Health Partners, Inc. 401(k) Plan's outsized position by total assets

Strategic Health Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$19,406,384 Top 28% higher than 72% 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

Strategic Health Partners, 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. Strategic Health Partners, Inc. 401(k) Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Strategic Health Partners, Inc. 401(k) Plan reported net income rose from $658K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Strategic Health Partners, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Strategic Health Partners, Inc. 401(k) Plan reported participants rose from 97 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 883975274 · Strategic Health Partners, Inc. PY 2023 · 401(k)

Strategic Health Partners, Inc. 401(k) Plan · $19M · 122 · 72nd

  • VS-ST $19M
  • BOY 122
  • SCH 72nd
  • EBSA 401(k)
  • PART near Tantus Technologies 401(k) Plan
  • TYPE ind #13540

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 Georgia →

Strategic Health Partners, Inc. 401(k) Plan in the asset neighbourhood

Strategic Health Partners, Inc. 401(k) PlanStrategic Health Partners, I…$19MTantus Technologies 401(k) PlanTantus Technologies 401(k) P…$19MViance, LLC 401(k) Plan$19MAbzena 401(k) Plan$19MDonor Network of Arizona 403(b) PlanDonor Network of Arizona 403…$19M
End-of-year total assets ($M) among Strategic Health Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$19M
Net Income$7M
Employer EIN883975274
Plan Effective Date2012-05-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Strategic Health Partners, Inc.)

Sponsor-wide plan assets over time

All Strategic Health Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 153.4688422533039% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $16.5M $41.9M ▲ +153.5%
Year Plans Participants Total Assets
2022 2 232 $17M
2023 2 237 $28M
2024 2 205 $42M

Nearby 401(k) Plans in Georgia

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

Strategic Health Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Strategic Health Partners, Inc. 401(k) Plan, Total assets ($B): 0.019406384 · Participants: 122Strategic Health Partners, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Strategic Health Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Strategic Health Partners, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Tantus Technologies 401(k) Plan in VA ($19M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Strategic Health Partners, Inc. 401(k) Plan assets move in 2023? ▼
Strategic Health Partners, Inc. 401(k) Plan surged - up 55.5% during 2023, from $12M to $19M. Reported net income was $7M.
How have Strategic Health Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic Health Partners, Inc.'s sponsor-wide assets grew 153.5%, from $17M to $42M.
Which 401(k) plans are similar in size to Strategic Health Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tantus Technologies 401(k) Plan in VA ($19M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Strategic Health Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 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 883975274.

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.