AZRIA HEALTH 401(K) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
AZRIA HEALTH
This 401(k) plan holds $4M in total assets and serves 1,838 participants as of 2023. It is sponsored by AZRIA HEALTH in Nebraska. The plan reported positive net income of $536K for the year.
What the Filing Says About AZRIA HEALTH 401(K) PLAN
AZRIA HEALTH 401(K) PLAN is a 401(k) retirement plan sponsored by AZRIA HEALTH, headquartered in Nebraska. As of the 2023 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 1,838 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 813162505, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $5M at the beginning of 2023 to $4M at year-end — a decline of 16.3%. Net assets (after liabilities) closed the year at $4M, with reported net income of $536K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $5M |
| Total Assets (End of Year) | $4M |
| Net Assets (End of Year) | $4M |
| Net Income | $536K |
| Plan Type | 401(k) |
| Employer EIN | 813162505 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (AZRIA HEALTH)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,771 | $5M |
| 2023 | 1 | 1,838 | $4M |
| 2024 | 1 | 869 | $5M |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- HDR, INC. BEST PLAN AND ESOP $6.3B · 10,652
- PETER KIEWIT SONS, INC. RETIREMENT SAVINGS PLAN $2.4B · 16,947
- UNION PACIFIC CORPORATION THRIFT PLAN $2.3B · 5,470
- UNION PACIFIC AGREEMENT EMPLOYEE 401K RETIREMENT THRIFT PLAN $2.3B · 27,770
- FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN $926M · 5,038
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the AZRIA HEALTH 401(K) PLAN? ▼
What type of plan is AZRIA HEALTH 401(K) PLAN? ▼
Who sponsors the AZRIA HEALTH 401(K) PLAN? ▼
How did AZRIA HEALTH 401(K) PLAN perform in 2023? ▼
Where can I find official filings for AZRIA HEALTH 401(K) PLAN? ▼
How does AZRIA HEALTH 401(K) PLAN compare to other plans? ▼
Explore PlainRetire
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 813162505.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.