401(k) · DOL Form 5500 · 2024

Partners in Health, a Nonprofit Corporation 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
345
Participants Below avg headcount
74th
Percentile by assets National rank
$69,995
Avg per participant Below avg balance/head
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Official DOL plan name: Partners in Health 401(k) Plan · Sponsored by Partners in Health, a Nonprofit Corporation · Massachusetts · Healthcare & Social Assistance

$24M in assets, 345 participants

Partners in Health, a Nonprofit Corporation's Partners in Health 401(k) Plan reported $24M in total assets and 345 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.

  • #13,152 in Healthcare & Social Assistance (16,916 peers)

Partners in Health, a Nonprofit Corporation multi-year trail

Partners in Health, a Nonprofit Corporation's plans moved +74.0% in assets from 2022 to 2024; this filing shows Partners in Health 401(k) Plan at $24M / 345 participants.

#13,152
in Healthcare & Social Assistance (16,916 peers)
+27.6%
assets growth YoY

Partners in Health 401(k) Plan's outsized position by total assets

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

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

$24,148,280 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

Partners in Health 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. Partners in Health 401(k) Plan sits mid-pack in the medium band (345 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Partners in Health 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Partners in Health 401(k) Plan reported participants rose from 325 in the plan year 2023 filing to 345 in the plan year 2024 filing.
  • Partners in Health 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043567502 · Partners in Health, a Nonprofit Corporation PY 2024 · 401(k)

Partners in Health 401(k) Plan · $24M · 345 · 74th

  • EOY $24M
  • EOY 345
  • EOY 74th
  • EOY 401(k)
  • EOY near Metrixlab US Inc 401(k) Profit Sharing Plan & Trust
  • EOY ind #13152

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 Massachusetts →

Partners in Health 401(k) Plan in the asset neighbourhood

Partners in Health 401(k) PlanPartners in Health 401(k) Pl…$24MMetrixlab US Inc 401(k) Profit Sharing Plan & TrustMetrixlab US Inc 401(k) Prof…$24MPhillips Auctioneers, LLC 401(k) Profit Sharing Plan and TrustPhillips Auctioneers, LLC 40…$24MSoundhound 401(k) Plan$24MMueller Associates, Inc. 401(k) PlanMueller Associates, Inc. 401…$24M
End-of-year total assets ($M) among Partners in Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Partners in Health, a Nonprofit Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Partners in Health, a Nonprofit Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$24M 73.95261899098567% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.9M $24.2M ▲ +74.0%
Year Plans Participants Total Assets
2022 1 335 $14M
2023 1 325 $19M
2024 1 345 $24M

Partners in Health, a Nonprofit Corporation filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN043567502
Plan Effective Date2020-02-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Partners in Health 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Partners in Health 401(k) Plan, Total assets ($B): 0.02414828 · Participants: 345Partners in Health 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Partners in Health 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

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

Outside Massachusetts, the nearest 401(k) by assets is Metrixlab US Inc 401(k) Profit Sharing Plan & Trust in CT ($24M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (345 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (345 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 Partners in Health 401(k) Plan assets move in 2024?
Partners in Health 401(k) Plan grew sharply - up 27.6% during 2024, from $19M to $24M. Reported net income was $5M.
How have Partners in Health, a Nonprofit Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Partners in Health, a Nonprofit Corporation's sponsor-wide assets grew 74.0%, from $14M to $24M.
Which 401(k) plans are similar in size to Partners in Health 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Metrixlab US Inc 401(k) Profit Sharing Plan & Trust in CT ($24M, 273 participants).
Which 401(k) plans cover a similar participant headcount to Partners in Health 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (345 participants, $3M in assets).