401(k) · DOL Form 5500 · 2023

United States Pharmaceutical Gro 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
2,119
Participants Near avg headcount
84th
Percentile by assets National rank
$21,065
Avg per participant Low balance/head
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Official DOL plan name: Convey Health Solutions 401(k) Plan · Sponsored by United States Pharmaceutical Gro · Florida · Professional & Technical Services

$45M in assets, 2,119 participants

United States Pharmaceutical Gro's Convey Health Solutions 401(k) Plan reported $45M in total assets and 2,119 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,335 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Convey Health Solutions 401(k) Plan covers 2,119 participants in Florida, 3.4x the typical Florida plan (state average ~628 per filing). Assets: $45M.

#17,335
in Professional & Technical Services (20,321 peers)
+26.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Convey Health Solutions 401(k) Plan's outsized position by total assets

Convey Health Solutions 401(k) Plan vs every filed plan by assets

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

$44,637,364 Top 16% higher than 84% 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

Convey Health Solutions 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. Convey Health Solutions 401(k) Plan lands in the large band (2,119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Convey Health Solutions 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Convey Health Solutions 401(k) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Convey Health Solutions 401(k) Plan reported participants fell from 2,175 in the plan year 2022 filing to 2,119 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 651122695 · United States Pharmaceutical Gro PY 2023 · 401(k)

Convey Health Solutions 401(k) Plan · $45M · 2,119 · 84th

  • BOY $45M
  • BOY 2,119
  • BOY 84th
  • BOY 401(k)
  • BOY near Dent Neurologic Group 401(k) Plan
  • BOY ind #17335

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 Florida →

Convey Health Solutions 401(k) Plan in the asset neighbourhood

Insperex Holdings LLC 401(k) PlanInsperex Holdings LLC 401(k)…$45MSpicer Group, Inc. 401(k) Profit Sharing PlanSpicer Group, Inc. 401(k) Pr…$45MElm Street Development, Inc. 401(k) Profit Sharing PlanElm Street Development, Inc.…$45MConvey Health Solutions 401(k) PlanConvey Health Solutions 401(…$45MDent Neurologic Group 401(k) PlanDent Neurologic Group 401(k)…$45M
End-of-year total assets ($M) among Convey Health Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$45M
Net Income$9M
Employer EIN651122695
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United States Pharmaceutical Gro)

Sponsor-wide plan assets over time

All United States Pharmaceutical Gro plans reported in each filing year

Latest sponsor-wide plan assets
$38M 8.788407621720747% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.3M $38.4M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 2,175 $35M
2023 1 2,119 $45M
2024 1 1,430 $38M

Nearby 401(k) Plans in Florida

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

Convey Health Solutions 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Convey Health Solutions 401(k) Plan, Total assets ($B): 0.044637364 · Participants: 2119Convey Health Solutions 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Convey Health Solutions 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Convey Health Solutions 401(k) Plan side-by-side with 3 peers →

Convey Health Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Dent Neurologic Group 401(k) Plan in NY ($45M); by covered participants it is Signature Bank Employee 401(k) Plan in TX (2,119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,119 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 Convey Health Solutions 401(k) Plan assets move in 2023? ▼
Convey Health Solutions 401(k) Plan grew sharply - up 26.4% during 2023, from $35M to $45M. Reported net income was $9M.
How have United States Pharmaceutical Gro plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United States Pharmaceutical Gro's sponsor-wide assets grew 8.8%, from $35M to $38M.
Where does Convey Health Solutions 401(k) Plan rank by assets among Form 5500 filers? ▼
Convey Health Solutions 401(k) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Convey Health Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dent Neurologic Group 401(k) Plan in NY ($45M, 456 participants).
Which 401(k) plans cover a similar participant headcount to Convey Health Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Signature Bank Employee 401(k) Plan in TX (2,119 participants, $29K 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 651122695.

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.