401(k) · DOL Form 5500 · 2024
Ultra Health LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $18,172
- Avg per participant Low balance/head
Official DOL plan name: Ultra Health LLC 401(k) Plan · Sponsored by Ultra Health LLC · Tennessee · Healthcare & Social Assistance
$2M in assets, 85 participants
Ultra Health LLC's Ultra Health LLC 401(k) Plan reported $2M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #4,026 in Healthcare & Social Assistance (16,916 peers)
Ultra Health LLC multi-year trail
Ultra Health LLC's plans moved +119.0% in assets from 2022 to 2024; this filing shows Ultra Health LLC 401(k) Plan at $2M / 85 participants.
- #4,026
- in Healthcare & Social Assistance (16,916 peers)
- +43.6%
- assets growth YoY
Ultra Health LLC 401(k) Plan among the smaller filed plans by assets
Ultra Health LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,544,610 27th percentile higher than 27% 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
Ultra Health LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ultra Health LLC 401(k) Plan is a small filing (85 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ultra Health LLC 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Ultra Health LLC 401(k) Plan reported participants rose from 61 in the plan year 2023 filing to 85 in the plan year 2024 filing.
- Ultra Health LLC 401(k) Plan reported net income rose from $370K in the plan year 2023 filing to $469K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 811665429 · Ultra Health LLC PY 2024 · 401(k)
Ultra Health LLC 401(k) Plan · $2M · 85 · 27th
- PART $2M
- PART 85
- PART 27th
- PART 401(k)
- PART near Title Houston Holdings, Ltd 401(k) Plan
- PART ind #4026
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 Tennessee →
Ultra Health LLC 401(k) Plan in the asset neighbourhood
Ultra Health LLC multi-year asset trail
Sponsor-wide plan assets over time
All Ultra Health LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 119.0336546165376% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 50 | $705K |
| 2023 | 1 | 61 | $1M |
| 2024 | 1 | 85 | $2M |
Ultra Health LLC filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $469K |
| Employer EIN | 811665429 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Ultra Health LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Title Houston Holdings, Ltd 401(k) Plan in TX ($2M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (85 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.