401(k) · DOL Form 5500 · 2024

Flatiron Health, Inc. 401(k) Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
1,067
Participants Near avg headcount
92nd
Percentile by assets National rank
$129,420
Avg per participant Near avg balance/head
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Official DOL plan name: Flatiron Health, Inc. Retirement Trust · Sponsored by Flatiron Health, Inc. · New York · Professional & Technical Services

$138M in assets, 1,067 participants

Flatiron Health, Inc.'s Flatiron Health, Inc. Retirement Trust reported $138M in total assets and 1,067 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,885 in Professional & Technical Services (20,173 peers)

Where Flatiron Health, Inc. Retirement Trust sits by assets

Flatiron Health, Inc. Retirement Trust sits in the top 10% of all filed plans by assets, $138M for 1,067 participants (~$129,420/participant), up 25.3% in 2024.

#18,885
in Professional & Technical Services (20,173 peers)
+25.3%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Flatiron Health, Inc. Retirement Trust's outsized position by total assets

Flatiron Health, Inc. Retirement Trust vs every filed plan by assets

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

$138,091,367 Top 8% higher than 92% 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

Flatiron Health, Inc. Retirement Trust'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. Flatiron Health, Inc. Retirement Trust lands in the large band (1,067 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Flatiron Health, Inc. Retirement Trust end-of-year assets rose from $110M in the plan year 2023 filing to $138M in the plan year 2024 filing.
  • Flatiron Health, Inc. Retirement Trust reported net income fell from $33M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Flatiron Health, Inc. Retirement Trust reported participants fell from 1,180 in the plan year 2023 filing to 1,067 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 455527155 · Flatiron Health, Inc. PY 2024 · 401(k)

Flatiron Health, Inc. Retirement Trust · $138M · 1,067 · 92nd

  • PART $138M
  • TYPE 1,067
  • NET 92nd
  • BOOK 401(k)
  • VS-ST near Dhl Global Mail 401(k) Plan
  • BOY ind #18885

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 Professional & Technical Services retirement plans → · Plans in New York →

Flatiron Health, Inc. Retirement Trust in the asset neighbourhood

Integrated Power Services Retirement Savings PlanIntegrated Power Services Re…$138MFlatiron Health, Inc. Retirement TrustFlatiron Health, Inc. Retire…$138MDhl Global Mail 401(k) Plan$138MUniversity Orthopedics, Inc. 401(k) PlanUniversity Orthopedics, Inc.…$138MThe Burke Group 401(k) Profit Sharing PlanThe Burke Group 401(k) Profi…$138M
End-of-year total assets ($M) among Flatiron Health, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$138M
Net Income$28M
Employer EIN455527155
Plan Effective Date2014-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Flatiron Health, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$138M 79.62699949316264% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $76.9M $138M ▲ +79.6%
Year Plans Participants Total Assets
2022 1 1,003 $77M
2023 1 1,180 $110M
2024 1 1,067 $138M

Nearby 401(k) Plans in New York

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

Flatiron Health, Inc. Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Flatiron Health, Inc. Retirement Trust, Total assets ($B): 0.138091367 · Participants: 1067Flatiron Health, Inc. Retirement TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Flatiron Health, Inc. Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Flatiron Health, Inc. Retirement Trust side-by-side with 3 peers →

Flatiron Health, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dhl Global Mail 401(k) Plan in FL ($138M); by covered participants it is Adient Production Employees Savings and Investment (401(k)) Plan in MI (1,067 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($138M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,067 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 Flatiron Health, Inc. Retirement Trust assets move in 2024? ▼
Flatiron Health, Inc. Retirement Trust grew sharply - up 25.3% during 2024, from $110M to $138M. Reported net income was $28M.
How have Flatiron Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Flatiron Health, Inc.'s sponsor-wide assets grew 79.6%, from $77M to $138M.
Where does Flatiron Health, Inc. Retirement Trust rank by assets among Form 5500 filers? ▼
Flatiron Health, Inc. Retirement Trust ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Flatiron Health, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dhl Global Mail 401(k) Plan in FL ($138M, 3,900 participants).
Which 401(k) plans cover a similar participant headcount to Flatiron Health, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Adient Production Employees Savings and Investment (401(k)) Plan in MI (1,067 participants, $30M 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 455527155.

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.