401(k) · DOL Form 5500 · 2023

Crossover Health Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
1,268
Participants Near avg headcount
87th
Percentile by assets National rank
$46,895
Avg per participant Low balance/head
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Official DOL plan name: Crossover Health 401(k) Plan · Sponsored by Crossover Health Management Services, Inc. · California · Administrative & Support Services

$59M in assets, 1,268 participants

Crossover Health Management Services, Inc.'s Crossover Health 401(k) Plan reported $59M in total assets and 1,268 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,101 in Administrative & Support Services (4,372 peers)

Coverage in California

Crossover Health 401(k) Plan covers 1,268 participants in California, 2.0x the typical California plan (state average ~630 per filing). Assets: $59M.

#4,101
in Administrative & Support Services (4,372 peers)
+46.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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

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

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

$59,462,287 Top 13% higher than 87% 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

Crossover Health 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. Crossover Health 401(k) Plan lands in the large band (1,268 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Crossover Health 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Crossover Health 401(k) Plan end-of-year assets rose from $41M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Crossover Health 401(k) Plan reported participants rose from 1,121 in the plan year 2022 filing to 1,268 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 272210135 · Crossover Health Management Services, Inc. PY 2023 · 401(k)

Crossover Health 401(k) Plan · $59M · 1,268 · 87th

  • SCH $59M
  • SCH 1,268
  • SCH 87th
  • SCH 401(k)
  • SCH near Avenu Insights & Analytics, LLC 401(k) Plan
  • SCH ind #4101

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 Administrative & Support Services retirement plans → · Plans in California →

Crossover Health 401(k) Plan in the asset neighbourhood

Orepac Savings and Investment PlanOrepac Savings and Investmen…$59MRockford Anesthesiologists Employee Retirement PlanRockford Anesthesiologists E…$59MCrossover Health 401(k) Plan$59MAvenu Insights & Analytics, LLC 401(k) PlanAvenu Insights & Analytics, …$59MMerchants Automotive Group, LLC 401(k) PlanMerchants Automotive Group, …$59M
End-of-year total assets ($M) among Crossover Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$59M
Net Income$19M
Employer EIN272210135
Plan Effective Date2012-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Crossover Health Management Services, Inc.)

Sponsor-wide plan assets over time

All Crossover Health Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 89.12922625055853% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $40.5M $76.6M ▲ +89.1%
Year Plans Participants Total Assets
2022 1 1,121 $41M
2023 1 1,268 $59M
2024 1 1,197 $77M

Nearby 401(k) Plans in California

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

Crossover Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Crossover Health 401(k) Plan, Total assets ($B): 0.059462287 · Participants: 1268Crossover Health 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Crossover Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Crossover Health 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Avenu Insights & Analytics, LLC 401(k) Plan in VA ($59M); by covered participants it is Boeing Distribution Services Inc. Retirement Plan in FL (1,268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,268 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 Crossover Health 401(k) Plan assets move in 2023? ▼
Crossover Health 401(k) Plan surged - up 46.8% during 2023, from $41M to $59M. Reported net income was $19M.
How have Crossover Health Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crossover Health Management Services, Inc.'s sponsor-wide assets grew 89.1%, from $41M to $77M.
Where does Crossover Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Crossover Health 401(k) Plan ranks in the 87th 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 Crossover Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avenu Insights & Analytics, LLC 401(k) Plan in VA ($59M, 604 participants).
Which 401(k) plans cover a similar participant headcount to Crossover Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boeing Distribution Services Inc. Retirement Plan in FL (1,268 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 272210135.

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.