401(k) · DOL Form 5500 · 2023
2014 Health, LLC 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 1,891
- Participants Near avg headcount
- 70th
- Percentile by assets National rank
- $9,355
- Avg per participant Low balance/head
Official DOL plan name: US Healthvest Group 401(k) Plan · Sponsored by 2014 Health, LLC · Illinois · Healthcare & Social Assistance
$18M in assets, 1,891 participants
2014 Health, LLC's US Healthvest Group 401(k) Plan reported $18M in total assets and 1,891 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #13,269 in Healthcare & Social Assistance (17,684 peers)
Coverage in Illinois
US Healthvest Group 401(k) Plan covers 1,891 participants in Illinois, 2.4x the typical Illinois plan (state average ~779 per filing). Assets: $18M.
- #13,269
- in Healthcare & Social Assistance (17,684 peers)
- +37.5%
- assets growth YoY
US Healthvest Group 401(k) Plan's outsized position by total assets
US Healthvest Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,690,219 Top 30% higher than 70% 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
US Healthvest Group 401(k) 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. US Healthvest Group 401(k) Plan lands in the large band (1,891 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- US Healthvest Group 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- US Healthvest Group 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- US Healthvest Group 401(k) Plan reported participants rose from 1,759 in the plan year 2022 filing to 1,891 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 465717505 · 2014 Health, LLC PY 2023 · 401(k)
US Healthvest Group 401(k) Plan · $18M · 1,891 · 70th
- 5500 $18M
- ASSETS 1,891
- PCT 70th
- EIN 401(k)
- RANK near Mfg 401(k) Plan
- PHOTO ind #13269
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 Illinois →
US Healthvest Group 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $5M |
| Employer EIN | 465717505 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (2014 Health, LLC)
Sponsor-wide plan assets over time
All 2014 Health, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 68.14208886350838% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,759 | $13M |
| 2023 | 1 | 1,891 | $18M |
| 2024 | 1 | 2,169 | $22M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
US Healthvest Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Mfg 401(k) Plan in GA ($18M); by covered participants it is Devoted Health 401(k) Retirement Plan in MA (1,891 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Mfg 401(k) Plan (GA) $18M · 191
- Dynax America 401(k) Plan (VA) $18M · 433
- Peking Handicraft, Inc 401(k) Plan (CA) $18M · 99
- Calvert Systems Engineering, Inc 401(k) Plan (NE) $18M · 119
Similar participant headcount
Nearest other-state filings by covered participants (1,891 participants); asset peers above are excluded.
- Devoted Health 401(k) Retirement Plan (MA) 1,891 · 0 off
- Premium Velocity Auto, LLC Retirement Plan (NC) 1,891 · 0 off
- Savannah College of Art and Design Retirement Plan (GA) 1,890 · 1 off
- Technimark Retirement Savings Plan (NC) 1,890 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.