401(k) · DOL Form 5500 · 2024
Advocate Health,LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 139
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $22,413
- Avg per participant Low balance/head
Official DOL plan name: Advocate Health 401(k) Plan · Sponsored by Advocate Health,LLC · Florida · Finance & Insurance
$3M in assets, 139 participants
Advocate Health,LLC's Advocate Health 401(k) Plan reported $3M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #1,929 in Finance & Insurance (8,549 peers)
Coverage in Florida
Advocate Health 401(k) Plan covers 139 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $3M.
- #1,929
- in Finance & Insurance (8,549 peers)
- +32.7%
- assets growth YoY
Advocate Health 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Advocate Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,115,384 35th percentile higher than 35% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Advocate Health 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. Advocate Health 401(k) Plan sits mid-pack in the medium band (139 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Advocate Health 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Advocate Health 401(k) Plan reported participants rose from 112 in the plan year 2023 filing to 139 in the plan year 2024 filing.
- Advocate Health 401(k) Plan reported net income rose from $707K in the plan year 2023 filing to $767K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 721603075 · Advocate Health,LLC PY 2024 · 401(k)
Advocate Health 401(k) Plan · $3M · 139 · 35th
- 5500 $3M
- ASSETS 139
- PCT 35th
- EIN 401(k)
- RANK near Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust
- PHOTO ind #1929
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 Florida →
Advocate Health 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $767K |
| Employer EIN | 721603075 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advocate Health,LLC)
Sponsor-wide plan assets over time
All Advocate Health,LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 89.82840165297917% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 113 | $2M |
| 2023 | 1 | 112 | $2M |
| 2024 | 1 | 139 | $3M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Advocate Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Brotschul Potts, LLC 401(k) Profit Sharing Plan & Trust in IL ($3M); by covered participants it is Minamyer Residential 401(k) Plan in OH (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.
- Minamyer Residential 401(k) Plan (OH) 139 · 0 off
- R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 139 · 0 off
- Home Buys LLC 401(k) Profit Sharing Plan & Trust (OH) 139 · 0 off
- K5 Corporation Retirement Savings Plan (MA) 139 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.