401(k) · DOL Form 5500 · 2024

Health Advocates, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
154
Participants Small participant base
65th
Percentile by assets National rank
$99,741
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Health Advocates 401(k) Plan · Sponsored by Health Advocates, LLC · California · Professional & Technical Services

$15M in assets, 154 participants

Health Advocates, LLC's Health Advocates 401(k) Plan reported $15M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,926 in Professional & Technical Services (20,173 peers)

Coverage in California

Health Advocates 401(k) Plan covers 154 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $15M.

#12,926
in Professional & Technical Services (20,173 peers)
+14.9%
assets growth YoY

Health Advocates 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Health Advocates 401(k) Plan vs every filed plan by assets

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

$15,360,120 Top 35% higher than 65% 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

Health Advocates 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. Health Advocates 401(k) Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Health Advocates 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Health Advocates 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Health Advocates 401(k) Plan reported participants rose from 148 in the plan year 2023 filing to 154 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 680587145 · Health Advocates, LLC PY 2024 · 401(k)

Health Advocates 401(k) Plan · $15M · 154 · 65th

  • PCT $15M
  • EIN 154
  • RANK 65th
  • PHOTO 401(k)
  • IND near Creekstone Farms Premium Beef, LLC 401(k) Plan
  • EOY ind #12926

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 California →

Health Advocates 401(k) Plan in the asset neighbourhood

Health Advocates 401(k) Plan$15MCreekstone Farms Premium Beef, LLC 401(k) PlanCreekstone Farms Premium Bee…$15MCsat Solutions LP 401(k) Plan$15MInstride Foot and Ankle Specialists, PLLC 401(k)Instride Foot and Ankle Spec…$15MRipple Junction Design Co., Inc. 401(k) Profit Sharing PlanRipple Junction Design Co., …$15M
End-of-year total assets ($M) among Health Advocates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN680587145
Plan Effective Date1999-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Advocates, LLC)

Sponsor-wide plan assets over time

All Health Advocates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 33.0363020839333% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.6M $15.4M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 165 $12M
2023 1 148 $13M
2024 1 154 $15M

Nearby 401(k) Plans in California

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

Health Advocates 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Health Advocates 401(k) Plan, Total assets ($B): 0.01536012 · Participants: 154Health Advocates 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Health Advocates 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Health Advocates 401(k) Plan side-by-side with 3 peers →

Health Advocates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Creekstone Farms Premium Beef, LLC 401(k) Plan in KS ($15M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Health Advocates 401(k) Plan assets move in 2024? ▼
Health Advocates 401(k) Plan grew at a solid clip - up 14.9% during 2024, from $13M to $15M. Reported net income was $2M.
How have Health Advocates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Advocates, LLC's sponsor-wide assets grew 33.0%, from $12M to $15M.
Which 401(k) plans are similar in size to Health Advocates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Creekstone Farms Premium Beef, LLC 401(k) Plan in KS ($15M, 1,161 participants).
Which 401(k) plans cover a similar participant headcount to Health Advocates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants, $36M 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 680587145.

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.