401(k) · DOL Form 5500 · 2024

Ventra Health, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
785
Participants Near avg headcount
77th
Percentile by assets National rank
$38,277
Avg per participant Low balance/head
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Official DOL plan name: Ventra Health Retirement Plan · Sponsored by Ventra Health, Inc. · Texas · Management of Enterprises

$30M in assets, 785 participants

Ventra Health, Inc.'s Ventra Health Retirement Plan reported $30M in total assets and 785 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #667 in Management of Enterprises (1,133 peers)

Where Ventra Health Retirement Plan sits by assets

Ventra Health Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 785 participants (~$38,277/participant), up 3.6% in 2024.

#667
in Management of Enterprises (1,133 peers)
+3.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ventra Health Retirement Plan's outsized position by total assets

Ventra Health Retirement Plan vs every filed plan by assets

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

$30,047,763 Top 23% higher than 77% 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

Ventra Health Retirement 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. Ventra Health Retirement Plan sits mid-pack in the medium band (785 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ventra Health Retirement Plan reported net income rose from $680K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Ventra Health Retirement Plan reported participants fell from 1,169 in the plan year 2023 filing to 785 in the plan year 2024 filing.
  • Ventra Health Retirement Plan end-of-year assets rose from $29M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 811702029 · Ventra Health, Inc. PY 2024 · 401(k)

Ventra Health Retirement Plan · $30M · 785 · 77th

  • PHOTO $30M
  • PHOTO 785
  • PHOTO 77th
  • PHOTO 401(k)
  • PHOTO near Jam City 401(k) Plan
  • PHOTO ind #667

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 Management of Enterprises retirement plans → · Plans in Texas →

Ventra Health Retirement Plan in the asset neighbourhood

Ventra Health Retirement Plan$30MJam City 401(k) Plan$30MSanta Fuel, Inc. 401(k) Savings PlanSanta Fuel, Inc. 401(k) Savi…$30MUnwin Company 401(k) Plan and TrustUnwin Company 401(k) Plan an…$30MFox Valley Fire & Safety Co., Inc. 401(k) PlanFox Valley Fire & Safety Co.…$30M
End-of-year total assets ($M) among Ventra Health Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$30M
Net Income$1M
Employer EIN811702029
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ventra Health, Inc.)

Sponsor-wide plan assets over time

All Ventra Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 7.149680133501681% vs 2022
2024 filing year
$27M$28M$29M$30M$31M 202220232024 $28M $30.1M ▲ +7.2%
Year Plans Participants Total Assets
2022 1 1,236 $28M
2023 1 1,169 $29M
2024 1 785 $30M

Nearby 401(k) Plans in Texas

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

Ventra Health Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ventra Health Retirement Plan, Total assets ($B): 0.030047763 · Participants: 785Ventra Health Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Ventra Health Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ventra Health Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Jam City 401(k) Plan in CA ($30M); by covered participants it is Bethpage Federal Credit Union 401(k) Thrift Plan in NY (785 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (785 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 Ventra Health Retirement Plan assets move in 2024? ▼
Ventra Health Retirement Plan edged up modestly - up 3.6% during 2024, from $29M to $30M. Reported net income was $1M.
How have Ventra Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ventra Health, Inc.'s sponsor-wide assets grew 7.1%, from $28M to $30M.
Where does Ventra Health Retirement Plan rank by assets among Form 5500 filers? ▼
Ventra Health Retirement Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ventra Health Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jam City 401(k) Plan in CA ($30M, 348 participants).
Which 401(k) plans cover a similar participant headcount to Ventra Health Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bethpage Federal Credit Union 401(k) Thrift Plan in NY (785 participants, $107M 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 811702029.

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.