401(k) · DOL Form 5500 · 2023

Flatiron Health, Inc. 401(k) Plan

Data updated 2026-08-25

$110M
Total assets Near avg plan size
1,180
Participants Near avg headcount
92nd
Percentile by assets National rank
$93,427
Avg per participant Below avg balance/head
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Official DOL plan name: Flatiron Health, Inc. Retirement Trust · Sponsored by Flatiron Health, Inc. · New York · Professional & Technical Services

$110M in assets, 1,180 participants

Flatiron Health, Inc.'s Flatiron Health, Inc. Retirement Trust reported $110M in total assets and 1,180 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,912 in Professional & Technical Services (20,321 peers)

Where Flatiron Health, Inc. Retirement Trust sits by assets

Flatiron Health, Inc. Retirement Trust sits in the top 10% of all filed plans by assets, $110M for 1,180 participants (~$93,427/participant), up 43.4% in 2023.

#18,912
in Professional & Technical Services (20,321 peers)
+43.4%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Flatiron Health, Inc. Retirement Trust's outsized position by total assets

Flatiron Health, Inc. Retirement Trust vs every filed plan by assets

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

$110,244,038 Top 8% higher than 92% 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

Flatiron Health, Inc. Retirement Trust'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. Flatiron Health, Inc. Retirement Trust lands in the large band (1,180 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Flatiron Health, Inc. Retirement Trust reported net income rose from -$504K in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Flatiron Health, Inc. Retirement Trust end-of-year assets rose from $77M in the plan year 2022 filing to $110M in the plan year 2023 filing.
  • Flatiron Health, Inc. Retirement Trust reported participants rose from 1,003 in the plan year 2022 filing to 1,180 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 455527155 · Flatiron Health, Inc. PY 2023 · 401(k)

Flatiron Health, Inc. Retirement Trust · $110M · 1,180 · 92nd

  • TYPE $110M
  • TYPE 1,180
  • TYPE 92nd
  • TYPE 401(k)
  • TYPE near 401(k) Plan for Employees of Mississippi Lime Company
  • TYPE ind #18912

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 Professional & Technical Services retirement plans → · Plans in New York →

Flatiron Health, Inc. Retirement Trust in the asset neighbourhood

Swisher International, Inc. Capital Accumulation PlanSwisher International, Inc. …$110MFlatiron Health, Inc. Retirement TrustFlatiron Health, Inc. Retire…$110M401(k) Plan for Employees of Mississippi Lime Company401(k) Plan for Employees of…$110MEdg, Inc. Employees Savings TrustEdg, Inc. Employees Savings …$110MRobinson Helicopter Company 401(k) Retirement PlanRobinson Helicopter Company …$110M
End-of-year total assets ($M) among Flatiron Health, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$110M
Net Income$33M
Employer EIN455527155
Plan Effective Date2014-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Flatiron Health, Inc.)

Sponsor-wide plan assets over time

All Flatiron Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$138M 79.62699949316264% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $76.9M $138M ▲ +79.6%
Year Plans Participants Total Assets
2022 1 1,003 $77M
2023 1 1,180 $110M
2024 1 1,067 $138M

Nearby 401(k) Plans in New York

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

Flatiron Health, Inc. Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Flatiron Health, Inc. Retirement Trust, Total assets ($B): 0.110244038 · Participants: 1180Flatiron Health, Inc. Retirement TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Flatiron Health, Inc. Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Flatiron Health, Inc. Retirement Trust side-by-side with 3 peers →

Flatiron Health, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is 401(k) Plan for Employees of Mississippi Lime Company in MO ($110M); by covered participants it is Destination Xl Group, Inc. 401(k) Savings Plan in MA (1,180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,180 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 Flatiron Health, Inc. Retirement Trust assets move in 2023? ▼
Flatiron Health, Inc. Retirement Trust surged - up 43.4% during 2023, from $77M to $110M. Reported net income was $33M.
How have Flatiron Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Flatiron Health, Inc.'s sponsor-wide assets grew 79.6%, from $77M to $138M.
Where does Flatiron Health, Inc. Retirement Trust rank by assets among Form 5500 filers? ▼
Flatiron Health, Inc. Retirement Trust ranks in the 92nd 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 Flatiron Health, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Plan for Employees of Mississippi Lime Company in MO ($110M, 483 participants).
Which 401(k) plans cover a similar participant headcount to Flatiron Health, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Destination Xl Group, Inc. 401(k) Savings Plan in MA (1,180 participants, $94M 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 455527155.

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.