401(k) · DOL Form 5500 · 2023

Esperanza Health Center, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
209
Participants Below avg headcount
64th
Percentile by assets National rank
$61,625
Avg per participant Low balance/head
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Official DOL plan name: Esperanza Health Center 401(k) Savings Plan · Sponsored by Esperanza Health Center, Inc. · Pennsylvania · Healthcare & Social Assistance

$13M in assets, 209 participants

Esperanza Health Center, Inc.'s Esperanza Health Center 401(k) Savings Plan reported $13M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,253 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Esperanza Health Center 401(k) Savings Plan covers 209 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.

#12,253
in Healthcare & Social Assistance (17,684 peers)
+21.6%
assets growth YoY

Esperanza Health Center 401(k) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Esperanza Health Center 401(k) Savings Plan vs every filed plan by assets

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

$12,879,521 Top 36% higher than 64% 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

Esperanza Health Center 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. Esperanza Health Center 401(k) Savings Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Esperanza Health Center 401(k) Savings Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Esperanza Health Center 401(k) Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232480701 · Esperanza Health Center, Inc. PY 2023 · 401(k)

Esperanza Health Center 401(k) Savings Plan · $13M · 209 · 64th

  • RANK $13M
  • PHOTO 209
  • IND 64th
  • EOY 401(k)
  • 5500 near Avivo 401(k) Plan
  • ASSETS ind #12253

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 →

Esperanza Health Center 401(k) Savings Plan in the asset neighbourhood

Esperanza Health Center 401(k) Savings PlanEsperanza Health Center 401(…$13MAvivo 401(k) Plan$13MMark Young Construction, LLC 401(k) Profit Sharing PlanMark Young Construction, LLC…$13MNew Century Bmw, Inc. 401(k) PlanNew Century Bmw, Inc. 401(k)…$13MMotors Management Corporation 401(k) PlanMotors Management Corporatio…$13M
End-of-year total assets ($M) among Esperanza Health Center 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN232480701
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Esperanza Health Center, Inc.)

Sponsor-wide plan assets over time

All Esperanza Health Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 40.5171797526856% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.6M $14.9M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 210 $11M
2023 1 209 $13M
2024 1 236 $15M

Nearby 401(k) Plans in Pennsylvania

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

Esperanza Health Center 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Esperanza Health Center 401(k) Savings Plan, Total assets ($B): 0.012879521 · Participants: 209Esperanza Health Center 401(k) Savings 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
Esperanza Health Center 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Esperanza Health Center 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Avivo 401(k) Plan in MN ($13M); by covered participants it is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Esperanza Health Center 401(k) Savings Plan assets move in 2023? ▼
Esperanza Health Center 401(k) Savings Plan grew sharply - up 21.6% during 2023, from $11M to $13M. Reported net income was $2M.
How have Esperanza Health Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Esperanza Health Center, Inc.'s sponsor-wide assets grew 40.5%, from $11M to $15M.
Which 401(k) plans are similar in size to Esperanza Health Center 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avivo 401(k) Plan in MN ($13M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Esperanza Health Center 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants, $323K 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 232480701.

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.