401(k) · DOL Form 5500 · 2024
Humana Inc. 401(k) Plan
Data updated 2026-08-11
- $84M
- Total assets
- 1,175
- Participants
- 89th
- Percentile by assets
- $71,373
- Avg per participant
Official DOL plan name: Humana Puerto Rico Retirement Savings Plan · Sponsored by Humana Inc. · Kentucky · Finance & Insurance
$84M in assets, 1,175 participants
Humana Inc.'s Humana Puerto Rico Retirement Savings Plan reported $84M in total assets and 1,175 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 123,622 plans)
- #7,103 in Finance & Insurance (8,549 peers)
Where Humana Puerto Rico Retirement Savings Plan sits by assets
Humana Puerto Rico Retirement Savings Plan sits in the top quartile of all filed plans by assets, $84M for 1,175 participants (~$71,373/participant), up 5.4% in 2024.
- $84M
- total plan assets (2024 EOY)
- 1,175
- covered participants
- 89th
- percentile by assets (of 123,622 plans)
- $71,373
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Humana Puerto Rico Retirement Savings Plan reported net income fell from $12M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Humana Puerto Rico Retirement Savings Plan end-of-year assets rose from $80M in the plan year 2023 filing to $84M in the plan year 2024 filing.
Humana Puerto Rico Retirement Savings Plan vs the 2024 asset distribution
By assets, Humana Puerto Rico Retirement Savings Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $4M |
| Employer EIN | 610647538 |
| Plan Effective Date | 1991-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Humana Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 54,900 | $6.8B |
| 2023 | 6 | 69,149 | $8.0B |
| 2024 | 6 | 67,915 | $8.5B |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Humana Puerto Rico Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Humana Puerto Rico Retirement Savings Plan by total assets, not by location.
- Ssr Mining Inc. 401(k) & Savings Plan (CO) $84M · 577
- Cactus Wellhead, LLC Retirement Plan (TX) $84M · 1,501
- Plumbers Local No 98 Defined Contribution Pension Plan (MI) $84M · 936
- Tractor & Equipment Co. 401(k) Pl. (AL) $84M · 644
Frequently Asked Questions
How did Humana Puerto Rico Retirement Savings Plan assets move in 2024? ▼
How have Humana Inc. plan assets changed over time? ▼
Where does Humana Puerto Rico Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Humana Puerto Rico Retirement Savings Plan? ▼
Next read for Humana Puerto Rico Retirement Savings Pl…
Scale reading
Ways to act on Humana Puerto Rico Retirement Savings Plan's numbers.
- By total assets, Humana Puerto Rico Retirement Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Kentucky. Compare plans
- Humana Inc.'s sponsor-wide assets have grown 25.5% since 2022 across 3 plan years on file. More Finance & Insurance plans