401(k) · DOL Form 5500 · 2024
National Mentor Holdings, LLC 401(k) Plan
Data updated 2026-08-11
- $347M
- Total assets
- 26,985
- Participants
- 96th
- Percentile by assets
- $12,868
- Avg per participant
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.
- 96th percentile by assets (of 123,622 plans)
- #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.
- $347M
- total plan assets (2024 EOY)
- 26,985
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $12,868
- avg assets per participant
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Sevita 401(k) Plan reports 26,985 participants - 24x that state average ($347M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $316M |
|---|---|
| Net Assets (End of Year) | $347M |
| Net Income | $32M |
| Employer EIN | 043250732 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Mentor Holdings, LLC)
| 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
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
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 |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sevita 401(k) Plan by total assets, not by location.
- Envestnet 401(k) Retirement Plan (PA) $347M · 1,626
- Armanino Advisory LLC 401(k) Profit Sharing Plan (CA) $347M · 2,599
- Tcw, LLC Profit Sharing and Savings Plan (CA) $347M · 644
- Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan (NY) $348M · 1,407
Frequently Asked Questions
How did Sevita 401(k) Plan assets move in 2024? ▼
How have National Mentor Holdings, LLC plan assets changed over time? ▼
Where does Sevita 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sevita 401(k) Plan? ▼
Next read for Sevita 401(k) Plan
Filing takeaways
Ways to act on Sevita 401(k) Plan's numbers.
- By total assets, Sevita 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
- National Mentor Holdings, LLC's sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans