401(k) · DOL Form 5500 · 2024

Devoted Health, Inc. 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
2,232
Participants Above avg headcount
87th
Percentile by assets National rank
$29,717
Avg per participant Low balance/head
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Official DOL plan name: Devoted Health 401(k) Retirement Plan · Sponsored by Devoted Health, Inc. · Massachusetts · Finance & Insurance

$66M in assets, 2,232 participants

Devoted Health, Inc.'s Devoted Health 401(k) Retirement Plan reported $66M in total assets and 2,232 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,842 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Devoted Health 401(k) Retirement Plan covers 2,232 participants in Massachusetts, 3.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $66M.

#6,842
in Finance & Insurance (8,549 peers)
+55.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Devoted Health 401(k) Retirement Plan's outsized position by total assets

Devoted Health 401(k) Retirement Plan vs every filed plan by assets

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

$66,328,558 Top 13% higher than 87% 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

Devoted Health 401(k) Retirement 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. Devoted Health 401(k) Retirement Plan lands in the large band (2,232 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Devoted Health 401(k) Retirement Plan end-of-year assets rose from $43M in the plan year 2023 filing to $66M in the plan year 2024 filing.
  • Devoted Health 401(k) Retirement Plan reported net income rose from $19M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Devoted Health 401(k) Retirement Plan reported participants rose from 1,891 in the plan year 2023 filing to 2,232 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 821023772 · Devoted Health, Inc. PY 2024 · 401(k)

Devoted Health 401(k) Retirement Plan · $66M · 2,232 · 87th

  • NET $66M
  • NET 2,232
  • NET 87th
  • NET 401(k)
  • NET near Porter Hedges Employee Capital Accumulation Plan
  • NET ind #6842

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 Massachusetts →

Devoted Health 401(k) Retirement Plan in the asset neighbourhood

Devoted Health 401(k) Retirement PlanDevoted Health 401(k) Retire…$66MPorter Hedges Employee Capital Accumulation PlanPorter Hedges Employee Capit…$66MItn Networks Salary Deferral PlanItn Networks Salary Deferral…$66MHonkamp Krueger & Co 401(k) Profit Sharing Plan and TrustHonkamp Krueger & Co 401(k) …$66MLopez-Dorada 401(k) Plan$66M
End-of-year total assets ($M) among Devoted Health 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$66M
Net Income$24M
Employer EIN821023772
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Devoted Health, Inc.)

Sponsor-wide plan assets over time

All Devoted Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 176.4299905512483% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $24M $66.3M ▲ +176.5%
Year Plans Participants Total Assets
2022 1 1,182 $24M
2023 1 1,891 $43M
2024 1 2,232 $66M

Nearby 401(k) Plans in Massachusetts

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

Devoted Health 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Devoted Health 401(k) Retirement Plan, Total assets ($B): 0.066328558 · Participants: 2232Devoted Health 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Devoted Health 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Devoted Health 401(k) Retirement Plan side-by-side with 3 peers →

Devoted Health 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Porter Hedges Employee Capital Accumulation Plan in TX ($66M); by covered participants it is Melaleuca, Inc. 401(k) Savings Plan and Trust in ID (2,232 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,232 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 Devoted Health 401(k) Retirement Plan assets move in 2024? ▼
Devoted Health 401(k) Retirement Plan surged - up 55.2% during 2024, from $43M to $66M. Reported net income was $24M.
How have Devoted Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Devoted Health, Inc.'s sponsor-wide assets grew 176.4%, from $24M to $66M.
Where does Devoted Health 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Devoted Health 401(k) Retirement Plan ranks in the 87th 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 Devoted Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Porter Hedges Employee Capital Accumulation Plan in TX ($66M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Devoted Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melaleuca, Inc. 401(k) Savings Plan and Trust in ID (2,232 participants, $140M 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 821023772.

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.