401(k) · DOL Form 5500 · 2024

Strive Health, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
678
Participants Below avg headcount
71st
Percentile by assets National rank
$30,771
Avg per participant Low balance/head
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Official DOL plan name: Strive Health, LLC 401(k) Plan · Sponsored by Strive Health, LLC · Colorado · Healthcare & Social Assistance

$21M in assets, 678 participants

Strive Health, LLC's Strive Health, LLC 401(k) Plan reported $21M in total assets and 678 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,771 in Healthcare & Social Assistance (16,916 peers)

Strive Health, LLC multi-year trail

Strive Health, LLC's plans moved +201.4% in assets from 2022 to 2024; this filing shows Strive Health, LLC 401(k) Plan at $21M / 678 participants.

#12,771
in Healthcare & Social Assistance (16,916 peers)
+41.8%
assets growth YoY

Strive Health, LLC 401(k) Plan's outsized position by total assets

Strive Health, LLC 401(k) Plan vs every filed plan by assets

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

$20,862,672 Top 29% higher than 71% 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

Strive Health, 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. Strive Health, LLC 401(k) Plan sits mid-pack in the medium band (678 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Strive Health, LLC 401(k) Plan reported participants rose from 474 in the plan year 2023 filing to 678 in the plan year 2024 filing.
  • Strive Health, LLC 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Strive Health, LLC 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 830823224 · Strive Health, LLC PY 2024 · 401(k)

Strive Health, LLC 401(k) Plan · $21M · 678 · 71st

  • PCT $21M
  • PCT 678
  • PCT 71st
  • PCT 401(k)
  • PCT near Excelerate Energy Retirement Income Plan
  • PCT ind #12771

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 Colorado →

Strive Health, LLC 401(k) Plan in the asset neighbourhood

Strive Health, LLC 401(k) PlanStrive Health, LLC 401(k) Pl…$21MExcelerate Energy Retirement Income PlanExcelerate Energy Retirement…$21MLacalle Group, LLC 401(k) Profit Sharing PlanLacalle Group, LLC 401(k) Pr…$21MNewesco, Inc. 401(k) Profit Sharing PlanNewesco, Inc. 401(k) Profit …$21M403(b) Thrift Plan for Hms School for Children with Cerebral Palsy403(b) Thrift Plan for Hms S…$21M
End-of-year total assets ($M) among Strive Health, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Strive Health, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Strive Health, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 201.42088888413716% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $6.92M $20.9M ▲ +201.4%
Year Plans Participants Total Assets
2022 1 343 $7M
2023 1 474 $15M
2024 1 678 $21M

Strive Health, LLC filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$21M
Net Income$6M
Employer EIN830823224
Plan Effective Date2021-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Strive Health, LLC 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Strive Health, LLC 401(k) Plan, Total assets ($B): 0.020862672 · Participants: 678Strive Health, LLC 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Strive Health, LLC 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Strive Health, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Excelerate Energy Retirement Income Plan in TX ($21M); by covered participants it is American Medical Staffing 401(k) Plan in MD (678 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (678 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 Strive Health, LLC 401(k) Plan assets move in 2024?
Strive Health, LLC 401(k) Plan surged - up 41.8% during 2024, from $15M to $21M. Reported net income was $6M.
How have Strive Health, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Strive Health, LLC's sponsor-wide assets grew 201.4%, from $7M to $21M.
Which 401(k) plans are similar in size to Strive Health, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Excelerate Energy Retirement Income Plan in TX ($21M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Strive Health, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is American Medical Staffing 401(k) Plan in MD (678 participants, $14M in assets).