401(k) · DOL Form 5500 · 2023

Compass Health, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
397
Participants Below avg headcount
53rd
Percentile by assets National rank
$19,014
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Compass Health, LLC 401(k) Plan · Sponsored by Compass Health, LLC · Louisiana · Healthcare & Social Assistance

$8M in assets, 397 participants

Compass Health, LLC's Compass Health, LLC 401(k) Plan reported $8M in total assets and 397 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,258 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Compass Health, LLC 401(k) Plan holds $8M for 397 participants - about $19,014 per participant, above the median plan by assets.

#10,258
in Healthcare & Social Assistance (17,684 peers)
-1.2%
assets change YoY

The plan reported a net loss of $89K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Compass Health, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Compass Health, LLC 401(k) Plan vs every filed plan by assets

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

$7,548,405 Top 47% higher than 53% 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

Compass Health, LLC 401(k) 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. Compass Health, LLC 401(k) Plan sits mid-pack in the medium band (397 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Compass Health, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$89K in the plan year 2023 filing.
  • Compass Health, LLC 401(k) Plan reported participants fell from 444 in the plan year 2022 filing to 397 in the plan year 2023 filing.
  • Compass Health, LLC 401(k) Plan end-of-year assets fell from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 203861124 · Compass Health, LLC PY 2023 · 401(k)

Compass Health, LLC 401(k) Plan · $8M · 397 · 53rd

  • SCH $8M
  • EBSA 397
  • PART 53rd
  • TYPE 401(k)
  • NET near Evolucion Innovations, Inc. Retirement Trust
  • BOOK ind #10258

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 Louisiana →

Compass Health, LLC 401(k) Plan in the asset neighbourhood

Compass Health, LLC 401(k) PlanCompass Health, LLC 401(k) P…$8MEvolucion Innovations, Inc. Retirement TrustEvolucion Innovations, Inc. …$8MAllen Contracting, Inc. 401(k) Retirement PlanAllen Contracting, Inc. 401(…$8MArgenio Brothers, Inc. 401(k) Profit Sharing Plan and TrustArgenio Brothers, Inc. 401(k…$8MS. Clyde Weaver, Inc. 401(k) PlanS. Clyde Weaver, Inc. 401(k)…$8M
End-of-year total assets ($M) among Compass Health, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$89K
Employer EIN203861124
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Compass Health, LLC)

Sponsor-wide plan assets over time

All Compass Health, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 8.052998621003145% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M 202220232024 $7.64M $8.25M ▲ +8.0%
Year Plans Participants Total Assets
2022 1 444 $8M
2023 1 397 $8M
2024 1 519 $8M

Nearby 401(k) Plans in Louisiana

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

Compass Health, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Compass Health, LLC 401(k) Plan, Total assets ($B): 0.007548405 · Participants: 397Compass Health, LLC 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Compass Health, LLC 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Compass Health, LLC 401(k) Plan side-by-side with 3 peers →

Compass Health, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Evolucion Innovations, Inc. Retirement Trust in WA ($8M); by covered participants it is Yesler, Inc 401(k) Plan in WA (397 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (397 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 Compass Health, LLC 401(k) Plan assets move in 2023? ▼
Compass Health, LLC 401(k) Plan edged down modestly - down 1.2% during 2023, from $8M to $8M. Reported net income was -$89K.
How have Compass Health, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Compass Health, LLC's sponsor-wide assets grew 8.1%, from $8M to $8M.
Which 401(k) plans are similar in size to Compass Health, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evolucion Innovations, Inc. Retirement Trust in WA ($8M, 393 participants).
Which 401(k) plans cover a similar participant headcount to Compass Health, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yesler, Inc 401(k) Plan in WA (397 participants, N/A 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 203861124.

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.