401(k) · DOL Form 5500 · 2024

Healthplanone, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
1,949
Participants Near avg headcount
73rd
Percentile by assets National rank
$11,816
Avg per participant Low balance/head
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Official DOL plan name: Healthplanone, LLC 401(k) Plan · Sponsored by Healthplanone, LLC · Connecticut · Finance & Insurance

$23M in assets, 1,949 participants

Healthplanone, LLC's Healthplanone, LLC 401(k) Plan reported $23M in total assets and 1,949 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,033 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

Healthplanone, LLC 401(k) Plan covers 1,949 participants in Connecticut, 2.7x the typical Connecticut plan (state average ~718 per filing). Assets: $23M.

#5,033
in Finance & Insurance (8,549 peers)
+35.3%
assets growth YoY

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

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

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

$23,028,984 Top 27% higher than 73% 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

Healthplanone, LLC 401(k) Plan'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. Healthplanone, LLC 401(k) Plan lands in the large band (1,949 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Healthplanone, LLC 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Healthplanone, LLC 401(k) Plan reported participants rose from 1,418 in the plan year 2023 filing to 1,949 in the plan year 2024 filing.
  • Healthplanone, LLC 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 204098658 · Healthplanone, LLC PY 2024 · 401(k)

Healthplanone, LLC 401(k) Plan · $23M · 1,949 · 73rd

  • EIN $23M
  • EIN 1,949
  • EIN 73rd
  • EIN 401(k)
  • EIN near Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan
  • EIN ind #5033

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 Connecticut →

Healthplanone, LLC 401(k) Plan in the asset neighbourhood

Healthplanone, LLC 401(k) PlanHealthplanone, LLC 401(k) Pl…$23MKestra Medical Technologies, Inc. 401(k) Profit Sharing PlanKestra Medical Technologies,…$23MBreckenridge Grand Vacations 401(k) PlanBreckenridge Grand Vacations…$23MNational Electrical Contractors Assn. 401(k) PlanNational Electrical Contract…$23MLone Wolf Real Estate Technologies, Inc. 401(k) PlanLone Wolf Real Estate Techno…$23M
End-of-year total assets ($M) among Healthplanone, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$23M
Net Income$6M
Employer EIN204098658
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthplanone, LLC)

Sponsor-wide plan assets over time

All Healthplanone, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 79.36066589591918% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.8M $23M ▲ +79.4%
Year Plans Participants Total Assets
2022 1 971 $13M
2023 1 1,418 $17M
2024 1 1,949 $23M

Nearby 401(k) Plans in Connecticut

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

Healthplanone, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Healthplanone, LLC 401(k) Plan, Total assets ($B): 0.023028984 · Participants: 1949Healthplanone, LLC 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Healthplanone, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Healthplanone, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan in WA ($23M); by covered participants it is Sports Facilities Companies, LLC 401(k) Retirement Plan in FL (1,949 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,949 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 Healthplanone, LLC 401(k) Plan assets move in 2024? ▼
Healthplanone, LLC 401(k) Plan surged - up 35.3% during 2024, from $17M to $23M. Reported net income was $6M.
How have Healthplanone, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthplanone, LLC's sponsor-wide assets grew 79.4%, from $13M to $23M.
Which 401(k) plans are similar in size to Healthplanone, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kestra Medical Technologies, Inc. 401(k) Profit Sharing Plan in WA ($23M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Healthplanone, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sports Facilities Companies, LLC 401(k) Retirement Plan in FL (1,949 participants, $4M 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 204098658.

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.