401(k) · DOL Form 5500 · 2023

Interwell Health Partners, Inc 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
475
Participants Below avg headcount
82nd
Percentile by assets National rank
$75,610
Avg per participant Below avg balance/head
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Official DOL plan name: Interwell Health Partners 401(k) Savings Plan · Sponsored by Interwell Health Partners, Inc · Massachusetts · Healthcare & Social Assistance

$36M in assets, 475 participants

Interwell Health Partners, Inc's Interwell Health Partners 401(k) Savings Plan reported $36M in total assets and 475 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,931 in Healthcare & Social Assistance (17,684 peers)

Where Interwell Health Partners 401(k) Savings Plan sits by assets

Interwell Health Partners 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $36M for 475 participants (~$75,610/participant).

#14,931
in Healthcare & Social Assistance (17,684 peers)
$12M
reported net income
0.4×
vs typical plan assets (national mean)

Interwell Health Partners 401(k) Savings Plan's outsized position by total assets

Interwell Health Partners 401(k) Savings Plan vs every filed plan by assets

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

$35,914,852 Top 18% higher than 82% 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

Interwell Health Partners 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Interwell Health Partners 401(k) Savings Plan sits mid-pack in the medium band (475 participants).

Form 5500 schedule snapshot

Filing strip 881507503 · Interwell Health Partners, Inc PY 2023 · 401(k)

Interwell Health Partners 401(k) Savings Plan · $36M · 475 · 82nd

  • EBSA $36M
  • EBSA 475
  • EBSA 82nd
  • EBSA 401(k)
  • EBSA near Country Visions Cooperative 401(k) Retirement Savings Plan
  • EBSA ind #14931

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Interwell Health Partners 401(k) Savings Plan in the asset neighbourhood

Country Visions Cooperative 401(k) Retirement Savings PlanCountry Visions Cooperative …$36MNextroll 401(k) Plan & Trust$36MIntricon 401(k) Employee Savings PlanIntricon 401(k) Employee Sav…$36MInterwell Health Partners 401(k) Savings PlanInterwell Health Partners 40…$36MPsl Group America 401(k) Plan$36M
End-of-year total assets ($M) among Interwell Health Partners 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$36M
Net Income$12M
Employer EIN881507503
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Interwell Health Partners, Inc)

Sponsor-wide plan assets over time

All Interwell Health Partners, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$49M 36.51599065478538% vs 2023
2024 filing year
$30M$35M$40M$45M$50M$55M 20232024 $35.9M $49M ▲ +36.5%
Year Plans Participants Total Assets
2023 1 475 $36M
2024 1 725 $49M

Nearby 401(k) Plans in Massachusetts

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

Interwell Health Partners 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Interwell Health Partners 401(k) Savings Plan, Total assets ($B): 0.035914852 · Participants: 475Interwell Health Partners 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Interwell Health Partners 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Interwell Health Partners 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Country Visions Cooperative 401(k) Retirement Savings Plan in WI ($36M); by covered participants it is Election Systems & Software, LLC 401(k) Plan in NE (475 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (475 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 have Interwell Health Partners, Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Interwell Health Partners, Inc's sponsor-wide assets grew 36.5%, from $36M to $49M.
Where does Interwell Health Partners 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Interwell Health Partners 401(k) Savings Plan ranks in the 82nd 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 Interwell Health Partners 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Country Visions Cooperative 401(k) Retirement Savings Plan in WI ($36M, 305 participants).
Which 401(k) plans cover a similar participant headcount to Interwell Health Partners 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Election Systems & Software, LLC 401(k) Plan in NE (475 participants, $71M 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 881507503.

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.