401(k) · DOL Form 5500 · 2023

Health Holdings Company, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
314
Participants Below avg headcount
28th
Percentile by assets National rank
$5,208
Avg per participant Low balance/head
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Official DOL plan name: Health Holdings, LLC 401(k) Profit Sharing Plan · Sponsored by Health Holdings Company, LLC · Florida · Agriculture, Forestry & Fishing

$2M in assets, 314 participants

Health Holdings Company, LLC's Health Holdings, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 314 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #374 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Florida

Health Holdings, LLC 401(k) Profit Sharing Plan covers 314 participants in Florida, about 50% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#374
in Agriculture, Forestry & Fishing (1,288 peers)
+54.8%
assets growth YoY

Health Holdings, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Health Holdings, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,635,400 28th percentile higher than 28% 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

Health Holdings, LLC 401(k) Profit Sharing 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. Health Holdings, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (314 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health Holdings, LLC 401(k) Profit Sharing Plan reported net income rose from $107K in the plan year 2022 filing to $579K in the plan year 2023 filing.
  • Health Holdings, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Health Holdings, LLC 401(k) Profit Sharing Plan reported participants rose from 241 in the plan year 2022 filing to 314 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 461021329 · Health Holdings Company, LLC PY 2023 · 401(k)

Health Holdings, LLC 401(k) Profit Sharing Plan · $2M · 314 · 28th

  • PCT $2M
  • EIN 314
  • RANK 28th
  • PHOTO 401(k)
  • IND near Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust
  • EOY ind #374

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Florida →

Health Holdings, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Health Holdings, LLC 401(k) Profit Sharing PlanHealth Holdings, LLC 401(k) …$2MTom Dodson & Associates 401(k) Profit Sharing Plan and TrustTom Dodson & Associates 401(…$2MEncon Union 401(k) Plan$2MDandelion Chocolate 401(k) PlanDandelion Chocolate 401(k) P…$2MInterval Brotherhood Home 401(k) Profit Sharing Plan and TrustInterval Brotherhood Home 40…$2M
End-of-year total assets ($M) among Health Holdings, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$579K
Employer EIN461021329
Plan Effective Date2018-07-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Holdings Company, LLC)

Sponsor-wide plan assets over time

All Health Holdings Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 135.77916422093045% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $1.06M $2.49M ▲ +134.9%
Year Plans Participants Total Assets
2022 1 241 $1M
2023 1 314 $2M
2024 1 496 $2M

Nearby 401(k) Plans in Florida

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

Health Holdings, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Health Holdings, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.0016354 · Participants: 314Health Holdings, LLC 401(k) Profit Sharing 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
Health Holdings, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Health Holdings, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Health Holdings, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust in CA ($2M); by covered participants it is Bank of Ann Arbor Employees 401(k) Profit Sharing Plan in MI (314 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (314 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 Health Holdings, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Health Holdings, LLC 401(k) Profit Sharing Plan surged - up 54.8% during 2023, from $1M to $2M. Reported net income was $579K.
How have Health Holdings Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Holdings Company, LLC's sponsor-wide assets grew 135.8%, from $1M to $2M.
Which 401(k) plans are similar in size to Health Holdings, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tom Dodson & Associates 401(k) Profit Sharing Plan and Trust in CA ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Health Holdings, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bank of Ann Arbor Employees 401(k) Profit Sharing Plan in MI (314 participants, $57M 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 461021329.

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.