401(k) · DOL Form 5500 · 2023

Abound Health Holding, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
1,998
Participants Near avg headcount
47th
Percentile by assets National rank
$2,909
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Abound Health Holding, LLC 401(k) Plan · Sponsored by Abound Health Holding, LLC · North Carolina · Real Estate

$6M in assets, 1,998 participants

Abound Health Holding, LLC's Abound Health Holding, LLC 401(k) Plan reported $6M in total assets and 1,998 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,156 in Real Estate (4,727 peers)

Coverage in North Carolina

Abound Health Holding, LLC 401(k) Plan covers 1,998 participants in North Carolina, 2.4x the typical North Carolina plan (state average ~819 per filing). Assets: $6M.

#3,156
in Real Estate (4,727 peers)
+31.0%
assets growth YoY

Abound Health Holding, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

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

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

$5,812,412 47th percentile higher than 47% 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

Abound Health Holding, LLC 401(k) 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. Abound Health Holding, LLC 401(k) Plan lands in the large band (1,998 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Abound Health Holding, LLC 401(k) Plan reported net income rose from $562K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Abound Health Holding, LLC 401(k) Plan reported participants rose from 1,463 in the plan year 2022 filing to 1,998 in the plan year 2023 filing.
  • Abound Health Holding, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 853192415 · Abound Health Holding, LLC PY 2023 · 401(k)

Abound Health Holding, LLC 401(k) Plan · $6M · 1,998 · 47th

  • 5500 $6M
  • ASSETS 1,998
  • PCT 47th
  • EIN 401(k)
  • RANK near Thompson Technologies, Inc. 401(k) Plan
  • PHOTO ind #3156

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 Real Estate retirement plans → · Plans in North Carolina →

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

Abound Health Holding, LLC 401(k) PlanAbound Health Holding, LLC 4…$6MThompson Technologies, Inc. 401(k) PlanThompson Technologies, Inc. …$6MShipton's Big R, Inc. Montana Profit Sharing PlanShipton's Big R, Inc. Montan…$6MEmerald Coast Recycling, Inc. 401(k) PlanEmerald Coast Recycling, Inc…$6MOakland Integrated Healthcare Network 401(k) Plan & TrustOakland Integrated Healthcar…$6M
End-of-year total assets ($M) among Abound Health Holding, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN853192415
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Abound Health Holding, LLC)

Sponsor-wide plan assets over time

All Abound Health Holding, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 69.70595434340757% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.44M $7.53M ▲ +69.6%
Year Plans Participants Total Assets
2022 1 1,463 $4M
2023 1 1,998 $6M
2024 1 1,928 $8M

Nearby 401(k) Plans in North Carolina

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

Abound Health Holding, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Abound Health Holding, LLC 401(k) Plan, Total assets ($B): 0.005812412 · Participants: 1998Abound Health Holding, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Abound Health Holding, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Abound Health Holding, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Thompson Technologies, Inc. 401(k) Plan in GA ($6M); by covered participants it is Mw&e Savings and Retirement Plan in IL (1,998 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,998 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 Abound Health Holding, LLC 401(k) Plan assets move in 2023? ▼
Abound Health Holding, LLC 401(k) Plan surged - up 31.0% during 2023, from $4M to $6M. Reported net income was $1M.
How have Abound Health Holding, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Abound Health Holding, LLC's sponsor-wide assets grew 69.7%, from $4M to $8M.
Which 401(k) plans are similar in size to Abound Health Holding, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thompson Technologies, Inc. 401(k) Plan in GA ($6M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Abound Health Holding, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mw&e Savings and Retirement Plan in IL (1,998 participants, $1.2B 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 853192415.

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.