401(k) · DOL Form 5500 · 2024
Braden Health, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 213
- Participants Below avg headcount
- 26th
- Percentile by assets National rank
- $6,568
- Avg per participant Low balance/head
Official DOL plan name: Braden Health, Inc. Retirement Plan · Sponsored by Braden Health, Inc. · North Carolina · Healthcare & Social Assistance
$1M in assets, 213 participants
Braden Health, Inc.'s Braden Health, Inc. Retirement Plan reported $1M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #3,811 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Braden Health, Inc. Retirement Plan covers 213 participants in North Carolina, about 26% of the average North Carolina filer (state average ~819 per filing). Assets: $1M.
- #3,811
- in Healthcare & Social Assistance (16,916 peers)
- +101.7%
- assets growth YoY
Braden Health, Inc. Retirement Plan among the smaller filed plans by assets
Braden Health, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,399,000 26th percentile higher than 26% 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
Braden Health, Inc. Retirement 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. Braden Health, Inc. Retirement Plan sits mid-pack in the medium band (213 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Braden Health, Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Braden Health, Inc. Retirement Plan reported participants fell from 285 in the plan year 2023 filing to 213 in the plan year 2024 filing.
- Braden Health, Inc. Retirement Plan reported net income fell from $906K in the plan year 2023 filing to $705K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 844916004 · Braden Health, Inc. PY 2024 · 401(k)
Braden Health, Inc. Retirement Plan · $1M · 213 · 26th
- VS-ST $1M
- VS-ST 213
- VS-ST 26th
- VS-ST 401(k)
- VS-ST near Revhr 401(k) Plan
- VS-ST ind #3811
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 North Carolina →
Braden Health, Inc. Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $694K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $705K |
| Employer EIN | 844916004 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Braden Health, Inc.)
Sponsor-wide plan assets over time
All Braden Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 142.37876664603047% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 245 | $2M |
| 2023 | 1 | 285 | $3M |
| 2024 | 2 | 649 | $6M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Braden Health, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Revhr 401(k) Plan in PA ($1M); by covered participants it is Thirdera, LLC in CO (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Revhr 401(k) Plan (PA) $1M · 11
- Gorian & Associates, Inc. 401(k) Profit Sharing Plan (CA) $1M · 15
- Water Gap Capital Partners LLC 401(k) (PA) $1M · 146
- Corchis Capital, Inc. 401(k) Plan (FL) $1M · 31
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- Thirdera, LLC (CO) 213 · 0 off
- Charles Daher's Commonwealth Motors 401(k) Retirement Plan (MA) 213 · 0 off
- Blue Racer Midstream 401(k) Plan (OK) 213 · 0 off
- Ok4 Master Holdco, LLC 401(k) Plan (TX) 213 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.