401(k) · DOL Form 5500 · 2024
2014 Health, LLC 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 2,169
- Participants Above avg headcount
- 72nd
- Percentile by assets National rank
- $9,976
- Avg per participant Low balance/head
Official DOL plan name: US Healthvest Group 401(k) Plan · Sponsored by 2014 Health, LLC · Illinois · Healthcare & Social Assistance
$22M in assets, 2,169 participants
2014 Health, LLC's US Healthvest Group 401(k) Plan reported $22M in total assets and 2,169 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #12,869 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
US Healthvest Group 401(k) Plan covers 2,169 participants in Illinois, 2.8x the typical Illinois plan (state average ~779 per filing). Assets: $22M.
- #12,869
- in Healthcare & Social Assistance (16,916 peers)
- +22.3%
- assets growth YoY
US Healthvest Group 401(k) Plan's outsized position by total assets
US Healthvest Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,638,234 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
US Healthvest Group 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. US Healthvest Group 401(k) Plan lands in the large band (2,169 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- US Healthvest Group 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- US Healthvest Group 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- US Healthvest Group 401(k) Plan reported participants rose from 1,891 in the plan year 2023 filing to 2,169 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 465717505 · 2014 Health, LLC PY 2024 · 401(k)
US Healthvest Group 401(k) Plan · $22M · 2,169 · 72nd
- SCH $22M
- EBSA 2,169
- PART 72nd
- TYPE 401(k)
- NET near Key Family 401(k) Plan
- BOOK ind #12869
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 Illinois →
US Healthvest Group 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $4M |
| Employer EIN | 465717505 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (2014 Health, LLC)
Sponsor-wide plan assets over time
All 2014 Health, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 68.14208886350838% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,759 | $13M |
| 2023 | 1 | 1,891 | $18M |
| 2024 | 1 | 2,169 | $22M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
US Healthvest Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Key Family 401(k) Plan in IN ($22M); by covered participants it is My Nest Egg 401(k) Plan in RI (2,169 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,169 participants); asset peers above are excluded.
- My Nest Egg 401(k) Plan (RI) 2,169 · 0 off
- La Michoacana Meat Market 401(k) Plan (TX) 2,170 · 1 off
- Masters Mates & Pilots Individual Retirement Account Plan (MD) 2,170 · 1 off
- First Financial Bancorp 401(k) Savings Plan (OH) 2,171 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.