401(k) · DOL Form 5500 · 2024

Medical Home Alliance, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
412
Participants Below avg headcount
66th
Percentile by assets National rank
$38,474
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Medical Home Alliance 401(k) Plan · Sponsored by Medical Home Alliance, LLC · Florida · Healthcare & Social Assistance

$16M in assets, 412 participants

Medical Home Alliance, LLC's Medical Home Alliance 401(k) Plan reported $16M in total assets and 412 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #11,942 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Medical Home Alliance 401(k) Plan surged 32.7% in 2024 ($12M → $16M) for 412 participants.

#11,942
in Healthcare & Social Assistance (16,916 peers)
+32.7%
assets growth YoY

Medical Home Alliance 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Medical Home Alliance 401(k) Plan vs every filed plan by assets

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

$15,851,131 Top 34% higher than 66% 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

Medical Home Alliance 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. Medical Home Alliance 401(k) Plan sits mid-pack in the medium band (412 participants).

EBSA filing schedule strip

Filing strip 461640939 · Medical Home Alliance, LLC PY 2024 · 401(k)

Medical Home Alliance 401(k) Plan · $16M · 412 · 66th

  • TYPE $16M
  • TYPE 412
  • TYPE 66th
  • TYPE 401(k)
  • TYPE near 403(b) Thrift Plan of Self Help for the Elderly
  • TYPE ind #11942

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 Florida →

Medical Home Alliance 401(k) Plan in the asset neighbourhood

Medical Home Alliance 401(k) PlanMedical Home Alliance 401(k)…$16M403(b) Thrift Plan of Self Help for the Elderly403(b) Thrift Plan of Self H…$16MTec Building Systems LLC 401(k) Profit Sharing Plan & TrustTec Building Systems LLC 401…$16MSilver Spur Ranches 401(k) PlanSilver Spur Ranches 401(k) P…$16MPrimary Color Systems Corporation 401(k) Profit Sharing Plan and TrustPrimary Color Systems Corpor…$16M
End-of-year total assets ($M) among Medical Home Alliance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN461640939
Plan Effective Date2021-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Medical Home Alliance 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Medical Home Alliance 401(k) Plan, Total assets ($B): 0.015851131 · Participants: 412Medical Home Alliance 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Medical Home Alliance 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Medical Home Alliance 401(k) Plan side-by-side with 3 peers →

Medical Home Alliance 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is 403(b) Thrift Plan of Self Help for the Elderly in CA ($16M); by covered participants it is Specialty Rx, Inc. 401(k) Savings Plan in NJ (412 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (412 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 Medical Home Alliance 401(k) Plan assets move in 2024? ▼
Medical Home Alliance 401(k) Plan surged - up 32.7% during 2024, from $12M to $16M. Reported net income was $4M.
Which 401(k) plans are similar in size to Medical Home Alliance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan of Self Help for the Elderly in CA ($16M, 423 participants).
Which 401(k) plans cover a similar participant headcount to Medical Home Alliance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialty Rx, Inc. 401(k) Savings Plan in NJ (412 participants, $2M 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 461640939.

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.