401(k) · DOL Form 5500 · 2023

Zelis Healthcare, LLC 401(k) Plan

Data updated 2026-08-11

$135M
Total assets
1,990
Participants
93rd
Percentile by assets
$67,807
Avg per participant
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Official DOL plan name: Zelis Healthcare 401(k) Retirement Plan · Sponsored by Zelis Healthcare, LLC · New Jersey · Finance & Insurance

$135M in assets, 1,990 participants

Zelis Healthcare, LLC's Zelis Healthcare 401(k) Retirement Plan reported $135M in total assets and 1,990 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #7,897 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

Zelis Healthcare 401(k) Retirement Plan covers 1,990 participants in New Jersey, 2.4x the typical New Jersey plan (state average ~844 per filing). Assets: $135M.

$135M
total plan assets (2023 EOY)
1,990
covered participants
93rd
percentile by assets (of 127,072 plans)
$67,807
avg assets per participant

Where Zelis Healthcare 401(k) Retirement Plan sits by total assets

Zelis Healthcare 401(k) Retirement Plan vs every filed plan by assets

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

$134,936,030 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zelis Healthcare 401(k) Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Zelis Healthcare 401(k) Retirement Plan end-of-year assets rose from $87M in the plan year 2022 filing to $135M in the plan year 2023 filing.
  • Zelis Healthcare 401(k) Retirement Plan reported participants rose from 1,352 in the plan year 2022 filing to 1,990 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New Jersey
Industry
Finance & Insurance

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Zelis Healthcare 401(k) Retirement Plan reports 1,990 participants - 2.4x that state average ($135M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$135M
Net Income$38M
Employer EIN582167964
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zelis Healthcare, LLC)

$50M$100M$150M$200M 202220232024 $86.8M $172M ▲ +98.4%
Total plan assets by year, all Zelis Healthcare, LLC plans on file
Year Plans Participants Total Assets
2022 1 1,352 $87M
2023 1 1,990 $135M
2024 1 2,209 $172M

Nearby 401(k) Plans in New Jersey

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

Zelis Healthcare 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 ($B) Participants Zelis Healthcare 401…, Total assets ($B): 0.13493603 · Participants: 1990Zelis Healthcare 401…JPMorgan Chase 401(k…, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k…Verizon Savings Plan…, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan…Johnson and Johnson …, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson …Ernst & Young Retire…, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retire…Merck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Zelis Healthcare 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Zelis Healthcare 401(k) Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Zelis Healthcare 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Zelis Healthcare 401(k) Retirement Plan assets move in 2023? ▼
Zelis Healthcare 401(k) Retirement Plan surged - up 55.4% during 2023, from $87M to $135M. Reported net income was $38M.
How have Zelis Healthcare, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zelis Healthcare, LLC's sponsor-wide assets grew 98.3%, from $87M to $172M.
Where does Zelis Healthcare 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Zelis Healthcare 401(k) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Zelis Healthcare 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oshkosh Corporation Tax Deferred Plan for Production Employees in WI ($135M, 1,481 participants).

Next read for Zelis Healthcare 401(k) Retirement Plan

Filing takeaways

Ways to act on Zelis Healthcare 401(k) Retirement Plan's numbers.

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 582167964.

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.