401(k) · DOL Form 5500 · 2023
Health Connect America 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 1,494
- Participants Near avg headcount
- 55th
- Percentile by assets National rank
- $5,593
- Avg per participant Low balance/head
Official DOL plan name: Health Connect America Retirement Savings Plan · Sponsored by Health Connect America · Tennessee · Healthcare & Social Assistance
$8M in assets, 1,494 participants
Health Connect America's Health Connect America Retirement Savings Plan reported $8M in total assets and 1,494 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #10,657 in Healthcare & Social Assistance (17,684 peers)
Health Connect America multi-year trail
Health Connect America's plans moved +88.1% in assets from 2022 to 2024; this filing shows Health Connect America Retirement Savings Plan at $8M / 1,494 participants.
- #10,657
- in Healthcare & Social Assistance (17,684 peers)
- +45.9%
- assets growth YoY
Health Connect America Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Health Connect America Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,355,658 Top 45% higher than 55% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Health Connect America Retirement Savings 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. Health Connect America Retirement Savings Plan lands in the large band (1,494 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Health Connect America Retirement Savings Plan reported net income rose from $49K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Health Connect America Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Health Connect America Retirement Savings Plan reported participants rose from 1,300 in the plan year 2022 filing to 1,494 in the plan year 2023 filing.
DOL schedule card
Filing strip 203858944 · Health Connect America PY 2023 · 401(k)
Health Connect America Retirement Savings Plan · $8M · 1,494 · 55th
- BOY $8M
- BOY 1,494
- BOY 55th
- BOY 401(k)
- BOY near Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T
- BOY ind #10657
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 Tennessee →
Health Connect America Retirement Savings Plan in the asset neighbourhood
Health Connect America multi-year asset trail
Sponsor-wide plan assets over time
All Health Connect America plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 88.13698670804231% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,300 | $6M |
| 2023 | 1 | 1,494 | $8M |
| 2024 | 1 | 1,373 | $11M |
Health Connect America filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $3M |
| Employer EIN | 203858944 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Health Connect America Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Phoenix Management Solutions, LLC 401(k) Profit Sharing Plan & T in TX ($8M); by covered participants it is Fond Du Lac Employee Retirement Plan in MN (1,494 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,494 participants); asset peers above are excluded.
- Fond Du Lac Employee Retirement Plan (MN) 1,494 · 0 off
- Rutter's Retirement Savings Plan (PA) 1,493 · 1 off
- Hr, Inc. Dba Simple Hr 401(k) Plan (FL) 1,493 · 1 off
- Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust (OH) 1,495 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.