401(k) · DOL Form 5500 · 2024

Motivhealth Insurance Company 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
188
Participants Below avg headcount
42nd
Percentile by assets National rank
$26,046
Avg per participant Low balance/head
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Official DOL plan name: Healthequity Retirement Services Plan-Motivhealth Insurance Company · Sponsored by Motivhealth Insurance Company · Utah · Finance & Insurance

$5M in assets, 188 participants

Motivhealth Insurance Company's Healthequity Retirement Services Plan-Motivhealth Insurance Company reported $5M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,389 in Finance & Insurance (8,549 peers)

Coverage in Utah

Healthequity Retirement Services Plan-Motivhealth Insurance Company covers 188 participants in Utah, about 32% of the average Utah filer (state average ~592 per filing). Assets: $5M.

#2,389
in Finance & Insurance (8,549 peers)
+29.8%
assets growth YoY

Healthequity Retirement Services Plan-Motivhealth Insurance Company's mid-pack asset rank among Finance & Insurance and all filers

Healthequity Retirement Services Plan-Motivhealth Insurance Company vs every filed plan by assets

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

$4,896,679 42nd percentile higher than 42% 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

Healthequity Retirement Services Plan-Motivhealth Insurance Company 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. Healthequity Retirement Services Plan-Motivhealth Insurance Company sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Healthequity Retirement Services Plan-Motivhealth Insurance Company end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Healthequity Retirement Services Plan-Motivhealth Insurance Company reported participants rose from 149 in the plan year 2023 filing to 188 in the plan year 2024 filing.
  • Healthequity Retirement Services Plan-Motivhealth Insurance Company reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 473906935 · Motivhealth Insurance Company PY 2024 · 401(k)

Healthequity Retirement Services Plan-Motivhealth Insurance Company · $5M · 188 · 42nd

  • EBSA $5M
  • PART 188
  • TYPE 42nd
  • NET 401(k)
  • BOOK near Heritage Properties, Inc. Employee Retirement Plan
  • VS-ST ind #2389

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 Finance & Insurance retirement plans → · Plans in Utah →

Healthequity Retirement Services Plan-Motivhealth Insurance Company in the asset neighbourhood

Healthequity Retirement Services Plan-Motivhealth Insurance CompanyHealthequity Retirement Serv…$5MHeritage Properties, Inc. Employee Retirement PlanHeritage Properties, Inc. Em…$5MHoppe North America, Inc. 401(k) PlanHoppe North America, Inc. 40…$5MLife Unlimited, Inc. 401(k) PlanLife Unlimited, Inc. 401(k) …$5MThe Sports Club of Novi, LLC 401(k) PlanThe Sports Club of Novi, LLC…$5M
End-of-year total assets ($M) among Healthequity Retirement Services Plan-Motivhealth Insurance Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN473906935
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Motivhealth Insurance Company)

Sponsor-wide plan assets over time

All Motivhealth Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 77.73299175775912% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.76M $4.9M ▲ +77.5%
Year Plans Participants Total Assets
2022 1 134 $3M
2023 1 149 $4M
2024 1 188 $5M

Nearby 401(k) Plans in Utah

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

Healthequity Retirement Services Plan-Motivhealth Insurance Company vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Healthequity Retirement Services Plan-Motivhealth Insurance Company, Total assets ($B): 0.004896679 · Participants: 188Healthequity Retirement Services Plan-Motivhealth Insurance CompanyIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Healthequity Retirement Services Plan-Motivhealth Insurance Company vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Healthequity Retirement Services Plan-Motivhealth Insurance Company side-by-side with 3 peers →

Healthequity Retirement Services Plan-Motivhealth Insurance Company's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Heritage Properties, Inc. Employee Retirement Plan in MS ($5M); by covered participants it is Trinity Rehab, LLC 401(k) Plan in NC (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Healthequity Retirement Services Plan-Motivhealth Insurance Company assets move in 2024? ▼
Healthequity Retirement Services Plan-Motivhealth Insurance Company grew sharply - up 29.8% during 2024, from $4M to $5M. Reported net income was $1M.
How have Motivhealth Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Motivhealth Insurance Company's sponsor-wide assets grew 77.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Healthequity Retirement Services Plan-Motivhealth Insurance Company? ▼
Among 401(k) plans in other states, the closest by assets is Heritage Properties, Inc. Employee Retirement Plan in MS ($5M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Healthequity Retirement Services Plan-Motivhealth Insurance Company? ▼
Among 401(k) plans in other states, the closest by covered participants is Trinity Rehab, LLC 401(k) Plan in NC (188 participants, $7M 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 473906935.

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.