401(k) · DOL Form 5500 · 2024

Humana Inc. 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
1,175
Participants Near avg headcount
89th
Percentile by assets National rank
$71,373
Avg per participant Below avg balance/head
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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.

  • #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.

#7,103
in Finance & Insurance (8,549 peers)
+5.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Humana Puerto Rico Retirement Savings Plan's outsized position by total assets

Humana Puerto Rico Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$83,863,658 Top 11% higher than 89% of 123,620 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 2024

Humana Puerto Rico Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Humana Puerto Rico Retirement Savings Plan lands in the large band (1,175 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 610647538 · Humana Inc. PY 2024 · 401(k)

Humana Puerto Rico Retirement Savings Plan · $84M · 1,175 · 89th

  • PHOTO $84M
  • PHOTO 1,175
  • PHOTO 89th
  • PHOTO 401(k)
  • PHOTO near Ssr Mining Inc. 401(k) & Savings Plan
  • PHOTO ind #7103

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 Finance & Insurance retirement plans → · Plans in Kentucky →

Humana Puerto Rico Retirement Savings Plan in the asset neighbourhood

Tractor & Equipment Co. 401(k) Pl.Tractor & Equipment Co. 401(…$84MPlumbers Local No 98 Defined Contribution Pension PlanPlumbers Local No 98 Defined…$84MSsr Mining Inc. 401(k) & Savings PlanSsr Mining Inc. 401(k) & Sav…$84MHumana Puerto Rico Retirement Savings PlanHumana Puerto Rico Retiremen…$84MCactus Wellhead, LLC Retirement PlanCactus Wellhead, LLC Retirem…$84M
End-of-year total assets ($M) among Humana Puerto Rico Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$84M
Net Income$4M
Employer EIN610647538
Plan Effective Date1991-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Humana Inc.)

Sponsor-wide plan assets over time

All Humana Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8.5B 25.479179313093393% vs 2022
2024 filing year
$6B$7B$8B$9B 202220232024 $6.75B $8.47B ▲ +25.5%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Humana Puerto Rico Retirement Savings Plan, Total assets ($B): 0.083863658 · Participants: 1175Humana Puerto Rico Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Humana Puerto Rico Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Humana Puerto Rico Retirement Savings Plan side-by-side with 3 peers →

Humana Puerto Rico Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Ssr Mining Inc. 401(k) & Savings Plan in CO ($84M); by covered participants it is Eemployers Solutions, Inc. Multiple Employer Plan in TX (1,175 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($84M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,175 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Humana Puerto Rico Retirement Savings Plan assets move in 2024? ▼
Humana Puerto Rico Retirement Savings Plan grew at a solid clip - up 5.4% during 2024, from $80M to $84M. Reported net income was $4M.
How have Humana Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Humana Inc.'s sponsor-wide assets grew 25.5%, from $6.8B to $8.5B.
Where does Humana Puerto Rico Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Humana Puerto Rico Retirement Savings Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Humana Puerto Rico Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ssr Mining Inc. 401(k) & Savings Plan in CO ($84M, 577 participants).
Which 401(k) plans cover a similar participant headcount to Humana Puerto Rico Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eemployers Solutions, Inc. Multiple Employer Plan in TX (1,175 participants, $36M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 610647538.

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.