401(k) · DOL Form 5500 · 2024

National Mentor Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$347M
Total assets Above avg plan size
26,985
Participants Very large workforce
96th
Percentile by assets National rank
$12,868
Avg per participant Low balance/head
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Official DOL plan name: Sevita 401(k) Plan · Sponsored by National Mentor Holdings, LLC · Minnesota · Healthcare & Social Assistance

$347M in assets, 26,985 participants

National Mentor Holdings, LLC's Sevita 401(k) Plan reported $347M in total assets and 26,985 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.

  • #16,307 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Sevita 401(k) Plan covers 26,985 participants in Minnesota, 24x the typical Minnesota plan (state average ~1,126 per filing). Assets: $347M.

#16,307
in Healthcare & Social Assistance (16,916 peers)
+10.0%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Sevita 401(k) Plan's outsized position by total assets

Sevita 401(k) Plan vs every filed plan by assets

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

$347,241,870 Top 4% higher than 96% 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

Sevita 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sevita 401(k) Plan is a mega filing (26,985 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sevita 401(k) Plan reported net income fell from $49M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Sevita 401(k) Plan end-of-year assets rose from $316M in the plan year 2023 filing to $347M in the plan year 2024 filing.
  • Sevita 401(k) Plan reported participants rose from 25,967 in the plan year 2023 filing to 26,985 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043250732 · National Mentor Holdings, LLC PY 2024 · 401(k)

Sevita 401(k) Plan · $347M · 26,985 · 96th

  • RANK $347M
  • RANK 26,985
  • RANK 96th
  • RANK 401(k)
  • RANK near Envestnet 401(k) Retirement Plan
  • RANK ind #16307

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 Minnesota →

Sevita 401(k) Plan in the asset neighbourhood

Utica Mutual Insurance Company Employee Profit Sharing and Investment PlanUtica Mutual Insurance Compa…$348MArmanino Advisory LLC 401(k) Profit Sharing PlanArmanino Advisory LLC 401(k)…$347MEnvestnet 401(k) Retirement PlanEnvestnet 401(k) Retirement …$347MSevita 401(k) Plan$347MTcw, LLC Profit Sharing and Savings PlanTcw, LLC Profit Sharing and …$347M
End-of-year total assets ($M) among Sevita 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$316M
Net Assets (End of Year)$347M
Net Income$32M
Employer EIN043250732
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Mentor Holdings, LLC)

Sponsor-wide plan assets over time

All National Mentor Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$347M 30.240665780816865% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $267M $347M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 25,111 $267M
2023 1 25,967 $316M
2024 1 26,985 $347M

Nearby 401(k) Plans in Minnesota

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

Sevita 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. 0100000200000300000400000500000 -20020406080 Total assets ($B) Participants Sevita 401(k) Plan, Total assets ($B): 0.34724187 · Participants: 26985Sevita 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Sevita 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Sevita 401(k) Plan side-by-side with 3 peers →

Scale composition for Sevita 401(k) Plan

Sevita 401(k) Plan reports $347M in end-of-year assets across 26,985 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.029% of 93,925,755 covered participants) - about $12,868 per participant (9% of the national average assets-per-participant) . Net income for plan year 2024 was $32M.

This plan identity (EIN 043250732, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $267M to $347M (+30.2%) while covered participants moved from 25,111 to 26,985 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 25,111 $267M Open filing
2023 25,967 $316M Open filing
2024 · index core 26,985 $347M This page

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

Outside Minnesota, the nearest 401(k) by assets is Envestnet 401(k) Retirement Plan in PA ($347M); by covered participants it is Kwik Trip Profit Sharing 401(k) Plan in WI (26,983 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26,985 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 Sevita 401(k) Plan assets move in 2024? ▼
Sevita 401(k) Plan grew at a solid clip - up 10.0% during 2024, from $316M to $347M. Reported net income was $32M.
How have National Mentor Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Mentor Holdings, LLC's sponsor-wide assets grew 30.2%, from $267M to $347M.
Where does Sevita 401(k) Plan rank by assets among Form 5500 filers? ▼
Sevita 401(k) Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Sevita 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Envestnet 401(k) Retirement Plan in PA ($347M, 1,626 participants).
Which 401(k) plans cover a similar participant headcount to Sevita 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kwik Trip Profit Sharing 401(k) Plan in WI (26,983 participants, $1.1B 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 043250732.

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.