401(k) · DOL Form 5500 · 2023

Zelis Healthcare, LLC 401(k) Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
1,990
Participants Near avg headcount
93rd
Percentile by assets National rank
$67,807
Avg per participant Below avg balance/head
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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.

  • #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.

#7,897
in Finance & Insurance (8,869 peers)
+55.4%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Zelis Healthcare 401(k) Retirement Plan's outsized position 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 $2,050,000,000 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

Zelis Healthcare 401(k) Retirement 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. Zelis Healthcare 401(k) Retirement Plan lands in the large band (1,990 participants).

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 →

Form 5500 schedule snapshot

Filing strip 582167964 · Zelis Healthcare, LLC PY 2023 · 401(k)

Zelis Healthcare 401(k) Retirement Plan · $135M · 1,990 · 93rd

  • PCT $135M
  • PCT 1,990
  • PCT 93rd
  • PCT 401(k)
  • PCT near Oshkosh Corporation Tax Deferred Plan for Production Employees
  • PCT ind #7897

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Zelis Healthcare 401(k) Retirement Plan in the asset neighbourhood

Provider Care Group Safe Harbor 401(k) PlanProvider Care Group Safe Har…$135MZelis Healthcare 401(k) Retirement PlanZelis Healthcare 401(k) Reti…$135MOshkosh Corporation Tax Deferred Plan for Production EmployeesOshkosh Corporation Tax Defe…$135MPride Industries 401(k) Retirement PlanPride Industries 401(k) Reti…$135MVector Security, Inc. Retirement Savings PlanVector Security, Inc. Retire…$135M
End-of-year total assets ($M) among Zelis Healthcare 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Zelis Healthcare, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$172M 98.34828963071043% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $86.8M $172M ▲ +98.4%
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 ($B) Participants Zelis Healthcare 401(k) Retirement Plan, Total assets ($B): 0.13493603 · Participants: 1990Zelis Healthcare 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
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 →

Zelis Healthcare 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 Oshkosh Corporation Tax Deferred Plan for Production Employees in WI ($135M); by covered participants it is Cmg Financial Services 401(k) Plan in CA (1,990 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,990 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 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).
Which 401(k) plans cover a similar participant headcount to Zelis Healthcare 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cmg Financial Services 401(k) Plan in CA (1,990 participants, $120M 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 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.