401(k) · DOL Form 5500 · 2024

Relevate Health Management, LLC. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
209
Participants Below avg headcount
74th
Percentile by assets National rank
$119,141
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Relevate Health Management, LLC. 401(k) Profit Sharing Plan · Sponsored by Relevate Health Management, LLC. · Ohio · Professional & Technical Services

$25M in assets, 209 participants

Relevate Health Management, LLC.'s Relevate Health Management, LLC. 401(k) Profit Sharing Plan reported $25M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,935 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

Relevate Health Management, LLC. 401(k) Profit Sharing Plan covers 209 participants in Ohio, about 27% of the average Ohio filer (state average ~765 per filing). Assets: $25M.

#14,935
in Professional & Technical Services (20,173 peers)
+35.0%
assets growth YoY

Relevate Health Management, LLC. 401(k) Profit Sharing Plan's outsized position by total assets

Relevate Health Management, LLC. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,900,533 Top 26% higher than 74% 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

Relevate Health Management, LLC. 401(k) Profit Sharing 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. Relevate Health Management, LLC. 401(k) Profit Sharing Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Relevate Health Management, LLC. 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Relevate Health Management, LLC. 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Relevate Health Management, LLC. 401(k) Profit Sharing Plan reported participants rose from 199 in the plan year 2023 filing to 209 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 872676505 · Relevate Health Management, LLC. PY 2024 · 401(k)

Relevate Health Management, LLC. 401(k) Profit Sharing Plan · $25M · 209 · 74th

  • IND $25M
  • IND 209
  • IND 74th
  • IND 401(k)
  • IND near Dzsp 21 LLC Retirement Savings Plan
  • IND ind #14935

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 Ohio →

Relevate Health Management, LLC. 401(k) Profit Sharing Plan in the asset neighbourhood

Relevate Health Management, LLC. 401(k) Profit Sharing PlanRelevate Health Management, …$25MDzsp 21 LLC Retirement Savings PlanDzsp 21 LLC Retirement Savin…$25MTheradex Systems, Inc. Retirement Savings PlanTheradex Systems, Inc. Retir…$25MCentra Credit Union 401(k) Plan and TrustCentra Credit Union 401(k) P…$25MAmerica's Car Mart, Inc. 401(k) PlanAmerica's Car Mart, Inc. 401…$25M
End-of-year total assets ($M) among Relevate Health Management, LLC. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$25M
Net Income$6M
Employer EIN872676505
Plan Effective Date2007-10-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Relevate Health Management, LLC.)

Sponsor-wide plan assets over time

All Relevate Health Management, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 56.32551373020288% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $15.9M $24.9M ▲ +56.3%
Year Plans Participants Total Assets
2022 1 134 $16M
2023 1 199 $18M
2024 1 209 $25M

Nearby 401(k) Plans in Ohio

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

Relevate Health Management, LLC. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Relevate Health Management, LLC. 401(k) Profit Sharing Plan, Total assets ($B): 0.024900533 · Participants: 209Relevate Health Management, LLC. 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Relevate Health Management, LLC. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Relevate Health Management, LLC. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Relevate Health Management, LLC. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Dzsp 21 LLC Retirement Savings Plan in GU ($25M); by covered participants it is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Relevate Health Management, LLC. 401(k) Profit Sharing Plan assets move in 2024? ▼
Relevate Health Management, LLC. 401(k) Profit Sharing Plan surged - up 35.0% during 2024, from $18M to $25M. Reported net income was $6M.
How have Relevate Health Management, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Relevate Health Management, LLC.'s sponsor-wide assets grew 56.3%, from $16M to $25M.
Which 401(k) plans are similar in size to Relevate Health Management, LLC. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dzsp 21 LLC Retirement Savings Plan in GU ($25M, 703 participants).
Which 401(k) plans cover a similar participant headcount to Relevate Health Management, LLC. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants, $291K 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 872676505.

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.