401(k)
2024 plan-year 401(k) DOL Form 5500

US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

US FERTILITY HOLDINGS, LLC

This 401(k) plan holds $180M in total assets and serves 2,184 participants as of 2024. It is sponsored by US FERTILITY HOLDINGS, LLC in Maryland. The plan reported positive net income of $32M for the year.

Total Assets (2023)
$180M
Participants
2,184
State
Industry
Healthcare & Social Assistance

What the Filing Says About US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN

US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by US FERTILITY HOLDINGS, LLC, headquartered in Maryland. As of the 2024 Form 5500 filing, the plan reports $180M in total end-of-year assets and covers 2,184 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 851687446, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $115M at the beginning of 2024 to $180M at year-end — a gain of 56.0%. Net assets (after liabilities) closed the year at $180M, with reported net income of $32M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$115M
Total Assets (End of Year)$180M
Net Assets (End of Year)$180M
Net Income$32M
Plan Type401(k)
Employer EIN851687446
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (US FERTILITY HOLDINGS, LLC)

Year Plans Participants Total Assets
2022 1 1,226 $86M
2023 1 2,014 $115M
2024 1 2,184 $180M

Nearby 401(k) Plans in Maryland

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Frequently Asked Questions

How much money is in the US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN?
As of the 2024 Form 5500 filing, US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN holds $180M in total assets with 2,184 participants. It is sponsored by US FERTILITY HOLDINGS, LLC.
What type of plan is US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN?
US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 1998-01-01. The plan is filed with the U.S. Department of Labor under EIN 851687446.
Who sponsors the US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN?
US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN is sponsored by US FERTILITY HOLDINGS, LLC, located in Maryland. The sponsor's EIN is 851687446 and the plan operates in the Healthcare & Social Assistance industry.
How did US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN perform in 2024?
US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN grew by 56.0% during 2024, moving from $115M to $180M in total assets. Net income was $32M.
Where can I find official filings for US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN?
Official Form 5500 filings for US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 851687446 or plan name at efast.dol.gov.
How does US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN compare to other plans?
You can compare US FERTILITY HOLDINGS, LLC PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 851687446.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.