Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Flatiron Health, Inc. Retirement Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Flatiron Health, Inc. · New York · Professional & Technical Services

What the 2023 filing shows

Flatiron Health, Inc. Retirement Trust holds $110M for 1,180 participants — about $93,427 per participant, up 43.4% over the 2023 plan year.

$110M
total plan assets (2023 EOY)
1,180
covered participants
$93,427
avg assets per participant
+43.4%
assets growth YoY
Total Assets (2023)
$110M
Participants
1,180
State
Industry
Professional & Technical Services

What the Filing Says About Flatiron Health, Inc. Retirement Trust

Flatiron Health, Inc. Retirement Trust is a Profit Sharing retirement plan sponsored by Flatiron Health, Inc., headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $110M in total end-of-year assets and covers 1,180 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 455527155, and the plan has been effective since 2014-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $77M at the beginning of 2023 to $110M at year-end — a gain of 43.4%. Net assets (after liabilities) closed the year at $110M, with reported net income of $33M 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)$77M
Total Assets (End of Year)$110M
Net Assets (End of Year)$110M
Net Income$33M
Plan TypeProfit Sharing
Employer EIN455527155
Plan Effective Date2014-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Flatiron Health, Inc.)

Year Plans Participants Total Assets
2022 1 1,003 $77M
2023 1 1,180 $110M
2024 1 1,067 $138M

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Frequently Asked Questions

How much money is in the Flatiron Health, Inc. Retirement Trust?
As of the 2023 Form 5500 filing, Flatiron Health, Inc. Retirement Trust holds $110M in total assets with 1,180 participants. It is sponsored by Flatiron Health, Inc..
What type of plan is Flatiron Health, Inc. Retirement Trust?
Flatiron Health, Inc. Retirement Trust is a Profit Sharing plan. It has been effective since 2014-09-01. The plan is filed with the U.S. Department of Labor under EIN 455527155.
Who sponsors the Flatiron Health, Inc. Retirement Trust?
Flatiron Health, Inc. Retirement Trust is sponsored by Flatiron Health, Inc., located in New York. The sponsor's EIN is 455527155 and the plan operates in the Professional & Technical Services industry.
How did Flatiron Health, Inc. Retirement Trust perform in 2023?
Flatiron Health, Inc. Retirement Trust grew by 43.4% during 2023, moving from $77M to $110M in total assets. Net income was $33M.
Where can I find official filings for Flatiron Health, Inc. Retirement Trust?
Official Form 5500 filings for Flatiron Health, Inc. Retirement Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 455527155 or plan name at efast.dol.gov.
How does Flatiron Health, Inc. Retirement Trust compare to other plans?
You can compare Flatiron Health, Inc. Retirement Trust against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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 455527155.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.