401(k) · DOL Form 5500 · 2024

Employer Direct Healthcare LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
225
Participants Below avg headcount
57th
Percentile by assets National rank
$47,081
Avg per participant Low balance/head
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Official DOL plan name: Employer Direct Healthcare LLC 401(k) Plan · Sponsored by Employer Direct Healthcare LLC · Texas · Finance & Insurance

$11M in assets, 225 participants

Employer Direct Healthcare LLC's Employer Direct Healthcare LLC 401(k) Plan reported $11M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,490 in Finance & Insurance (8,549 peers)

Coverage in Texas

Employer Direct Healthcare LLC 401(k) Plan covers 225 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#3,490
in Finance & Insurance (8,549 peers)
+80.3%
assets growth YoY

Employer Direct Healthcare LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Employer Direct Healthcare LLC 401(k) Plan vs every filed plan by assets

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

$10,593,221 Top 43% higher than 57% 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

Employer Direct Healthcare LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employer Direct Healthcare LLC 401(k) Plan sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employer Direct Healthcare LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Employer Direct Healthcare LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Employer Direct Healthcare LLC 401(k) Plan reported participants rose from 195 in the plan year 2023 filing to 225 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 453780484 · Employer Direct Healthcare LLC PY 2024 · 401(k)

Employer Direct Healthcare LLC 401(k) Plan · $11M · 225 · 57th

  • PCT $11M
  • PCT 225
  • PCT 57th
  • PCT 401(k)
  • PCT near Ippolito International, LP 401(k) Plan
  • PCT ind #3490

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 Texas →

Employer Direct Healthcare LLC 401(k) Plan in the asset neighbourhood

Employer Direct Healthcare LLC 401(k) PlanEmployer Direct Healthcare L…$11MIppolito International, LP 401(k) PlanIppolito International, LP 4…$11MThe Glik Company 401(k) Plan$11MBlue Ridge Bank & Trust Co. 401(k) Profit Sharing PlanBlue Ridge Bank & Trust Co. …$11MG.U.F.P. 401(k) Savings & Retirement PlanG.U.F.P. 401(k) Savings & Re…$11M
End-of-year total assets ($M) among Employer Direct Healthcare LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$11M
Net Income$5M
Employer EIN453780484
Plan Effective Date2016-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Employer Direct Healthcare LLC)

Sponsor-wide plan assets over time

All Employer Direct Healthcare LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 192.9151570269552% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $3.62M $10.6M ▲ +192.5%
Year Plans Participants Total Assets
2022 1 161 $4M
2023 1 195 $6M
2024 1 225 $11M

Nearby 401(k) Plans in Texas

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

Employer Direct Healthcare LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Employer Direct Healthcare LLC 401(k) Plan, Total assets ($B): 0.010593221 · Participants: 225Employer Direct Healthcare LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Employer Direct Healthcare LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Employer Direct Healthcare LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ippolito International, LP 401(k) Plan in CA ($11M); by covered participants it is West-Mark Retirement Plan in CA (225 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Employer Direct Healthcare LLC 401(k) Plan assets move in 2024?
Employer Direct Healthcare LLC 401(k) Plan surged - up 80.3% during 2024, from $6M to $11M. Reported net income was $5M.
How have Employer Direct Healthcare LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Employer Direct Healthcare LLC's sponsor-wide assets grew 192.9%, from $4M to $11M.
Which 401(k) plans are similar in size to Employer Direct Healthcare LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Ippolito International, LP 401(k) Plan in CA ($11M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Employer Direct Healthcare LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is West-Mark Retirement Plan in CA (225 participants, $11M in assets).