401(k) · DOL Form 5500 · 2023

Adagio Health, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
274
Participants Below avg headcount
37th
Percentile by assets National rank
$11,875
Avg per participant Low balance/head
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Official DOL plan name: Adagio Health, Inc. 403(b) Plan · Sponsored by Adagio Health, Inc. · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 274 participants

Adagio Health, Inc.'s Adagio Health, Inc. 403(b) Plan reported $3M in total assets and 274 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,761 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Adagio Health, Inc. 403(b) Plan covers 274 participants in Pennsylvania, about 33% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#6,761
in Healthcare & Social Assistance (17,684 peers)
-1.1%
assets change YoY

The plan reported a net loss of $37K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Adagio Health, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Adagio Health, Inc. 403(b) Plan vs every filed plan by assets

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

$3,253,793 37th percentile higher than 37% 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

Adagio Health, Inc. 403(b) 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. Adagio Health, Inc. 403(b) Plan sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adagio Health, Inc. 403(b) Plan reported net income fell from $641K in the plan year 2022 filing to -$37K in the plan year 2023 filing.
  • Adagio Health, Inc. 403(b) Plan reported participants rose from 251 in the plan year 2022 filing to 274 in the plan year 2023 filing.
  • Adagio Health, Inc. 403(b) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 237104168 · Adagio Health, Inc. PY 2023 · 401(k)

Adagio Health, Inc. 403(b) Plan · $3M · 274 · 37th

  • IND $3M
  • EOY 274
  • 5500 37th
  • ASSETS 401(k)
  • PCT near Moves Managed Services Inc. 401(k) Retirement Plan
  • EIN ind #6761

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 Pennsylvania →

Adagio Health, Inc. 403(b) Plan in the asset neighbourhood

Adagio Health, Inc. 403(b) PlanAdagio Health, Inc. 403(b) P…$3MMoves Managed Services Inc. 401(k) Retirement PlanMoves Managed Services Inc. …$3MDwyer Associates, Inc. 401(k) PlanDwyer Associates, Inc. 401(k…$3MMedical Eye Associates, PA Retirement PlanMedical Eye Associates, PA R…$3MAdvantage Pooled Employer Plan an Argent SolutionAdvantage Pooled Employer Pl…$3M
End-of-year total assets ($M) among Adagio Health, Inc. 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$37K
Employer EIN237104168
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adagio Health, Inc.)

Sponsor-wide plan assets over time

All Adagio Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.68079276989453% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $5.67M $4.1M ▼ -27.7%
Year Plans Participants Total Assets
2022 2 309 $6M
2023 1 274 $3M
2024 1 204 $4M

Nearby 401(k) Plans in Pennsylvania

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

Adagio Health, Inc. 403(b) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Adagio Health, Inc. 403(b) Plan, Total assets ($B): 0.003253793 · Participants: 274Adagio Health, Inc. 403(b) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Adagio Health, Inc. 403(b) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Adagio Health, Inc. 403(b) Plan side-by-side with 3 peers →

Adagio Health, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Moves Managed Services Inc. 401(k) Retirement Plan in NC ($3M); by covered participants it is Portfolio Retirement Plan in AZ (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Adagio Health, Inc. 403(b) Plan assets move in 2023? ▼
Adagio Health, Inc. 403(b) Plan edged down modestly - down 1.1% during 2023, from $3M to $3M. Reported net income was -$37K.
How have Adagio Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adagio Health, Inc.'s sponsor-wide assets declined 27.7%, from $6M to $4M.
Which 401(k) plans are similar in size to Adagio Health, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moves Managed Services Inc. 401(k) Retirement Plan in NC ($3M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Adagio Health, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portfolio Retirement Plan in AZ (274 participants, $5M 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 237104168.

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.