401(k) · DOL Form 5500 · 2023

Braden Health, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
285
Participants Below avg headcount
37th
Percentile by assets National rank
$11,327
Avg per participant Low balance/head
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Official DOL plan name: Braden Health, Inc. Retirement Plan · Sponsored by Braden Health, Inc. · North Carolina · Healthcare & Social Assistance

$3M in assets, 285 participants

Braden Health, Inc.'s Braden Health, Inc. Retirement Plan reported $3M in total assets and 285 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.

  • #6,738 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Braden Health, Inc. Retirement Plan covers 285 participants in North Carolina, about 35% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.

#6,738
in Healthcare & Social Assistance (17,684 peers)
+39.0%
assets growth YoY

Braden Health, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Braden Health, Inc. Retirement Plan vs every filed plan by assets

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

$3,228,164 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

Braden Health, Inc. Retirement 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. Braden Health, Inc. Retirement Plan sits mid-pack in the medium band (285 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Braden Health, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Braden Health, Inc. Retirement Plan reported participants rose from 245 in the plan year 2022 filing to 285 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 844916004 · Braden Health, Inc. PY 2023 · 401(k)

Braden Health, Inc. Retirement Plan · $3M · 285 · 37th

  • TYPE $3M
  • NET 285
  • BOOK 37th
  • VS-ST 401(k)
  • BOY near Engineering Design Services, Inc. 401(k) Profit Sharing Plan and Trust
  • SCH ind #6738

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 North Carolina →

Braden Health, Inc. Retirement Plan in the asset neighbourhood

Braden Health, Inc. Retirement PlanBraden Health, Inc. Retireme…$3MEngineering Design Services, Inc. 401(k) Profit Sharing Plan and TrustEngineering Design Services,…$3MCooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D)Cooperativa De Ahorro Y Cred…$3MBungalow Scenic Studios 401(k) Profit Sharing Plan and TrustBungalow Scenic Studios 401(…$3MPrime Technical Services Inc. 401(k) Profit Sharing Plan and TrustPrime Technical Services Inc…$3M
End-of-year total assets ($M) among Braden Health, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$906K
Employer EIN844916004
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Braden Health, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$6M 142.37876664603047% vs 2022
2024 filing year
$1M$2M$3M$4M$5M$6M 202220232024 $2.32M $5.61M ▲ +141.8%
Year Plans Participants Total Assets
2022 1 245 $2M
2023 1 285 $3M
2024 2 649 $6M

Nearby 401(k) Plans in North Carolina

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

Braden Health, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Braden Health, Inc. Retirement Plan, Total assets ($B): 0.003228164 · Participants: 285Braden Health, Inc. Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Braden Health, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Braden Health, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Engineering Design Services, Inc. 401(k) Profit Sharing Plan and Trust in RI ($3M); by covered participants it is Don Miller 401(k) Plan in WI (285 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (285 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 Braden Health, Inc. Retirement Plan assets move in 2023? ▼
Braden Health, Inc. Retirement Plan surged - up 39.0% during 2023, from $2M to $3M. Reported net income was $906K.
How have Braden Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Braden Health, Inc.'s sponsor-wide assets grew 142.4%, from $2M to $6M.
Which 401(k) plans are similar in size to Braden Health, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Engineering Design Services, Inc. 401(k) Profit Sharing Plan and Trust in RI ($3M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Braden Health, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Don Miller 401(k) Plan in WI (285 participants, $6M 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 844916004.

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.