401(k) · DOL Form 5500 · 2024
Healthequity, Inc. 401(k) Plan
Data updated 2026-08-25
- $297M
- Total assets Near avg plan size
- 3,218
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $92,279
- Avg per participant Below avg balance/head
Official DOL plan name: Healthequity 401(k) Plan · Sponsored by Healthequity, Inc. · Utah · Other Services
$297M in assets, 3,218 participants
Healthequity, Inc.'s Healthequity 401(k) Plan reported $297M in total assets and 3,218 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #7,633 in Other Services (7,719 peers)
Coverage in Utah
Healthequity 401(k) Plan covers 3,218 participants in Utah, 5.4x the typical Utah plan (state average ~592 per filing). Assets: $297M.
- #7,633
- in Other Services (7,719 peers)
- +22.0%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Healthequity 401(k) Plan's outsized position by total assets
Healthequity 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$296,954,850 Top 4% higher than 96% 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
Healthequity 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. Healthequity 401(k) Plan lands in the large band (3,218 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Healthequity 401(k) Plan end-of-year assets rose from $243M in the plan year 2023 filing to $297M in the plan year 2024 filing.
- Healthequity 401(k) Plan reported net income rose from $45M in the plan year 2023 filing to $54M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 522383166 · Healthequity, Inc. PY 2024 · 401(k)
Healthequity 401(k) Plan · $297M · 3,218 · 96th
- SCH $297M
- SCH 3,218
- SCH 96th
- SCH 401(k)
- SCH near Mosaic Union Savings Plan
- SCH ind #7633
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 Other Services retirement plans → · Plans in Utah →
Healthequity 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $243M |
|---|---|
| Net Assets (End of Year) | $297M |
| Net Income | $54M |
| Employer EIN | 522383166 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Healthequity, Inc.)
Sponsor-wide plan assets over time
All Healthequity, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $297M 49.83071247646581% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,011 | $198M |
| 2023 | 1 | 3,209 | $243M |
| 2024 | 1 | 3,218 | $297M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Healthequity 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Mosaic Union Savings Plan in FL ($297M); by covered participants it is Hormel Foods Corporation Tax Deferred Investment Plan B in MN (3,218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($297M here).
- Mosaic Union Savings Plan (FL) $297M · 1,756
- Maplebear Inc. D/B/a Instacart Retirement Plan (CA) $297M · 3,246
- Texas Capital 401(k) Plan (TX) $297M · 2,003
- Pace Analytical Retirement Savings Plan (MN) $297M · 4,596
Similar participant headcount
Nearest other-state filings by covered participants (3,218 participants); asset peers above are excluded.
- Hormel Foods Corporation Tax Deferred Investment Plan B (MN) 3,218 · 0 off
- Blue Compass Rv, LLC 401(k) Plan (FL) 3,218 · 0 off
- Vitalcaring Group 401(k) Plan (TX) 3,219 · 1 off
- Cb Neptune Holdings LLC 401(k) Plan (NJ) 3,217 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.