401(k) · DOL Form 5500 · 2023

Athena Health Care Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
11,562
Participants Very large workforce
92nd
Percentile by assets National rank
$10,237
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Athena Health Care Associates, Inc. 401(k) Plan · Sponsored by Athena Health Care Associates, Inc. · Connecticut · Healthcare & Social Assistance

$118M in assets, 11,562 participants

Athena Health Care Associates, Inc.'s Athena Health Care Associates, Inc. 401(k) Plan reported $118M in total assets and 11,562 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,498 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

Athena Health Care Associates, Inc. 401(k) Plan covers 11,562 participants in Connecticut, 16x the typical Connecticut plan (state average ~718 per filing). Assets: $118M.

#16,498
in Healthcare & Social Assistance (17,684 peers)
+12.0%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Athena Health Care Associates, Inc. 401(k) Plan's outsized position by total assets

Athena Health Care Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$118,357,334 Top 8% higher than 92% 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

Athena Health Care Associates, Inc. 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Athena Health Care Associates, Inc. 401(k) Plan is a mega filing (11,562 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Athena Health Care Associates, Inc. 401(k) Plan reported net income rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Athena Health Care Associates, Inc. 401(k) Plan end-of-year assets rose from $106M in the plan year 2022 filing to $118M in the plan year 2023 filing.
  • Athena Health Care Associates, Inc. 401(k) Plan reported participants rose from 11,008 in the plan year 2022 filing to 11,562 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061116677 · Athena Health Care Associates, Inc. PY 2023 · 401(k)

Athena Health Care Associates, Inc. 401(k) Plan · $118M · 11,562 · 92nd

  • SCH $118M
  • SCH 11,562
  • SCH 92nd
  • SCH 401(k)
  • SCH near Ridgewood Savings Bank Profit Sharing and 401 (K) Plan
  • SCH ind #16498

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 Connecticut →

Athena Health Care Associates, Inc. 401(k) Plan in the asset neighbourhood

Tucker Ellis LLP Retirement Savings PlanTucker Ellis LLP Retirement …$118MLowenstein Sandler 1992 401(k) PlanLowenstein Sandler 1992 401(…$118MAthena Health Care Associates, Inc. 401(k) PlanAthena Health Care Associate…$118MRidgewood Savings Bank Profit Sharing and 401 (K) PlanRidgewood Savings Bank Profi…$118MThe Donohoe Profit Sharing 401(k) Savings PlanThe Donohoe Profit Sharing 4…$118M
End-of-year total assets ($M) among Athena Health Care Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$118M
Net Income$13M
Employer EIN061116677
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Athena Health Care Associates, Inc.)

Sponsor-wide plan assets over time

All Athena Health Care Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$110M 4.146714814135241% vs 2022
2024 filing year
$100M$105M$110M$115M$120M 202220232024 $106M $110M ▲ +4.1%
Year Plans Participants Total Assets
2022 1 11,008 $106M
2023 1 11,562 $118M
2024 1 10,127 $110M

Nearby 401(k) Plans in Connecticut

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

Athena Health Care Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -200204060 Total assets ($B) Participants Athena Health Care Associates, Inc. 401(k) Plan, Total assets ($B): 0.118357334 · Participants: 11562Athena Health Care Associates, Inc. 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Athena Health Care Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Athena Health Care Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Scale composition for Athena Health Care Associates, Inc. 401(k) Plan

Athena Health Care Associates, Inc. 401(k) Plan reports $118M in end-of-year assets across 11,562 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $10,237 per participant (7% of the national average assets-per-participant) . Net income for plan year 2023 was $13M.

This plan identity (EIN 061116677, plan #334) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $106M to $110M (+4.1%) while covered participants moved from 11,008 to 10,127 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 11,008 $106M Open filing
2023 11,562 $118M This page
2024 · index core 10,127 $110M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside Connecticut, the nearest 401(k) by assets is Ridgewood Savings Bank Profit Sharing and 401 (K) Plan in NY ($118M); by covered participants it is Ally Financial Inc. Retirement Savings Plan in MI (11,562 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11,562 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 Athena Health Care Associates, Inc. 401(k) Plan assets move in 2023? ▼
Athena Health Care Associates, Inc. 401(k) Plan grew at a solid clip - up 12.0% during 2023, from $106M to $118M. Reported net income was $13M.
How have Athena Health Care Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Athena Health Care Associates, Inc.'s sponsor-wide assets grew 4.1%, from $106M to $110M.
Where does Athena Health Care Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Athena Health Care Associates, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Athena Health Care Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ridgewood Savings Bank Profit Sharing and 401 (K) Plan in NY ($118M, 497 participants).
Which 401(k) plans cover a similar participant headcount to Athena Health Care Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ally Financial Inc. Retirement Savings Plan in MI (11,562 participants, $2.6B 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 061116677.

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.