401(k) · DOL Form 5500 · 2023

Tabula Rasa Healthcare Group, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
849
Participants Near avg headcount
86th
Percentile by assets National rank
$60,963
Avg per participant Low balance/head
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Official DOL plan name: Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan · Sponsored by Tabula Rasa Healthcare Group, Inc. · New Jersey · Retail Trade

$52M in assets, 849 participants

Tabula Rasa Healthcare Group, Inc.'s Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan reported $52M in total assets and 849 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,747 in Retail Trade (8,414 peers)

Where Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan sits by assets

Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $52M for 849 participants (~$60,963/participant), up 15.8% in 2023.

#7,747
in Retail Trade (8,414 peers)
+15.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan's outsized position by total assets

Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$51,757,869 Top 14% higher than 86% 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

Tabula Rasa Healthcare Group, Inc. 401(k) Retirement 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. Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (849 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan reported participants fell from 1,263 in the plan year 2022 filing to 849 in the plan year 2023 filing.
  • Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan end-of-year assets rose from $45M in the plan year 2022 filing to $52M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 264642609 · Tabula Rasa Healthcare Group, Inc. PY 2023 · 401(k)

Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan · $52M · 849 · 86th

  • RANK $52M
  • PHOTO 849
  • IND 86th
  • EOY 401(k)
  • 5500 near Fidelity Building Services Group 401(k)
  • ASSETS ind #7747

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 Retail Trade retirement plans → · Plans in New Jersey →

Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan in the asset neighbourhood

Belmont Village, L.P. 401(k) Savings PlanBelmont Village, L.P. 401(k)…$52MTabula Rasa Healthcare Group, Inc. 401(k) Retirement PlanTabula Rasa Healthcare Group…$52MFidelity Building Services Group 401(k)Fidelity Building Services G…$52MCsc Generation Holdings, Inc. 401(k) PlanCsc Generation Holdings, Inc…$52MNexen Group Inc. Retirement Savings PlanNexen Group Inc. Retirement …$52M
End-of-year total assets ($M) among Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$52M
Net Income$7M
Employer EIN264642609
Plan Effective Date2014-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tabula Rasa Healthcare Group, Inc.)

Sponsor-wide plan assets over time

All Tabula Rasa Healthcare Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M 202220232024 $44.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1,263 $45M
2023 1 849 $52M
2024 1 635 N/A

Nearby 401(k) Plans in New Jersey

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

Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.051757869 · Participants: 849Tabula Rasa Healthcare Group, Inc. 401(k) Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Fidelity Building Services Group 401(k) in MD ($52M); by covered participants it is Powersecure, Inc. 401(k) Retirment Plan in NC (849 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (849 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 Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan grew sharply - up 15.8% during 2023, from $45M to $52M. Reported net income was $7M.
Where does Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fidelity Building Services Group 401(k) in MD ($52M, 1,037 participants).
Which 401(k) plans cover a similar participant headcount to Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powersecure, Inc. 401(k) Retirment Plan in NC (849 participants, $61M 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 264642609.

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.