401(k) · DOL Form 5500 · 2023

Brightspring Health Services 401(k) Plan

Data updated 2026-08-25

$722M
Total assets Above avg plan size
42,866
Participants Very large workforce
98th
Percentile by assets National rank
$16,833
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brightspring Health Services Retirement Savings Plan · Sponsored by Brightspring Health Services · Kentucky · Wholesale Trade

$722M in assets, 42,866 participants

Brightspring Health Services's Brightspring Health Services Retirement Savings Plan reported $722M in total assets and 42,866 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #6,231 in Wholesale Trade (6,309 peers)

Coverage in Kentucky

Brightspring Health Services Retirement Savings Plan covers 42,866 participants in Kentucky, 66x the typical Kentucky plan (state average ~647 per filing). Assets: $722M.

#6,231
in Wholesale Trade (6,309 peers)
+17.5%
assets growth YoY
7.2×
vs typical plan assets (national mean)

Brightspring Health Services Retirement Savings Plan's outsized position by total assets

Brightspring Health Services Retirement Savings Plan vs every filed plan by assets

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

$721,571,120 Top 2% higher than 98% 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

Brightspring Health Services Retirement Savings Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brightspring Health Services Retirement Savings Plan is a mega filing (42,866 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brightspring Health Services Retirement Savings Plan reported net income rose from -$148M in the plan year 2022 filing to $107M in the plan year 2023 filing.
  • Brightspring Health Services Retirement Savings Plan end-of-year assets rose from $614M in the plan year 2022 filing to $722M in the plan year 2023 filing.
  • Brightspring Health Services Retirement Savings Plan reported participants rose from 37,521 in the plan year 2022 filing to 42,866 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 610875371 · Brightspring Health Services PY 2023 · 401(k)

Brightspring Health Services Retirement Savings Plan · $722M · 42,866 · 98th

  • PHOTO $722M
  • PHOTO 42,866
  • PHOTO 98th
  • PHOTO 401(k)
  • PHOTO near Rich's 401(k) Plan
  • PHOTO ind #6231

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 Wholesale Trade retirement plans → · Plans in Kentucky →

Brightspring Health Services Retirement Savings Plan in the asset neighbourhood

Brightspring Health Services Retirement Savings PlanBrightspring Health Services…$722MRich's 401(k) Plan$722MTerumo Employee Savings and Investment PlanTerumo Employee Savings and …$722MFair Isaac 401(k) Plan$721ML.L. Bean 401(k) Retirement Savings PlanL.L. Bean 401(k) Retirement …$721M
End-of-year total assets ($M) among Brightspring Health Services Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$614M
Net Assets (End of Year)$722M
Net Income$107M
Employer EIN610875371
Plan Effective Date1987-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Brightspring Health Services)

Sponsor-wide plan assets over time

All Brightspring Health Services plans reported in each filing year

Latest sponsor-wide plan assets
$794M 29.331740449206244% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $614M $794M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 37,521 $614M
2023 1 42,866 $722M
2024 1 42,281 $794M

Nearby 401(k) Plans in Kentucky

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

Brightspring Health Services Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 0246810 Total assets ($B) Participants Brightspring Health Services Retirement Savings Plan, Total assets ($B): 0.72157112 · Participants: 42866Brightspring Health Services Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Brightspring Health Services Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Brightspring Health Services Retirement Savings Plan side-by-side with 3 peers →

Scale composition for Brightspring Health Services Retirement Savings Plan

Brightspring Health Services Retirement Savings Plan reports $722M in end-of-year assets across 42,866 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.046% of 93,925,755 covered participants) - about $16,833 per participant (12% of the national average assets-per-participant) . Net income for plan year 2023 was $107M.

This plan identity (EIN 610875371, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $614M to $794M (+29.3%) while covered participants moved from 37,521 to 42,281 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 37,521 $614M Open filing
2023 42,866 $722M This page
2024 · index core 42,281 $794M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Brightspring Health Services Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Rich's 401(k) Plan in NY ($722M); by covered participants it is Toyota Motor North America, Inc. Retirement Savings Plan in TX (42,788 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($722M here).

Similar participant headcount

Nearest other-state filings by covered participants (42,866 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 Brightspring Health Services Retirement Savings Plan assets move in 2023? ▼
Brightspring Health Services Retirement Savings Plan grew sharply - up 17.5% during 2023, from $614M to $722M. Reported net income was $107M.
How have Brightspring Health Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brightspring Health Services's sponsor-wide assets grew 29.3%, from $614M to $794M.
Where does Brightspring Health Services Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Brightspring Health Services Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Brightspring Health Services Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rich's 401(k) Plan in NY ($722M, 5,915 participants).
Which 401(k) plans cover a similar participant headcount to Brightspring Health Services Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toyota Motor North America, Inc. Retirement Savings Plan in TX (42,788 participants, $11.9B 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 610875371.

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.