401(k) · DOL Form 5500 · 2024

Health Holdings Company, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
496
Participants Below avg headcount
32nd
Percentile by assets National rank
$5,021
Avg per participant Low balance/head
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Official DOL plan name: Health Holdings, LLC 401(k) Profit Sharing Plan · Sponsored by Health Holdings Company, LLC · Florida · Agriculture, Forestry & Fishing

$2M in assets, 496 participants

Health Holdings Company, LLC's Health Holdings, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 496 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #399 in Agriculture, Forestry & Fishing (1,217 peers)

Health Holdings Company, LLC multi-year trail

Health Holdings Company, LLC's plans moved +135.8% in assets from 2022 to 2024; this filing shows Health Holdings, LLC 401(k) Profit Sharing Plan at $2M / 496 participants.

#399
in Agriculture, Forestry & Fishing (1,217 peers)
+52.3%
assets growth YoY

Health Holdings, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Health Holdings, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,490,441 32nd percentile higher than 32% 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

Health Holdings, LLC 401(k) Profit Sharing 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. Health Holdings, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (496 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Health Holdings, LLC 401(k) Profit Sharing Plan reported participants rose from 314 in the plan year 2023 filing to 496 in the plan year 2024 filing.
  • Health Holdings, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Health Holdings, LLC 401(k) Profit Sharing Plan reported net income rose from $579K in the plan year 2023 filing to $855K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 461021329 · Health Holdings Company, LLC PY 2024 · 401(k)

Health Holdings, LLC 401(k) Profit Sharing Plan · $2M · 496 · 32nd

  • EOY $2M
  • 5500 496
  • ASSETS 32nd
  • PCT 401(k)
  • EIN near Wortman & Nemeroff, P.a. Profit Sharing Plan
  • RANK ind #399

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Florida →

Health Holdings, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Health Holdings, LLC 401(k) Profit Sharing PlanHealth Holdings, LLC 401(k) …$2MWortman & Nemeroff, P.a. Profit Sharing PlanWortman & Nemeroff, P.a. Pro…$2MAiro Mechanical 401(k) Plan$2MJoseph Gruber Dds & Associates, Ltd. Employees' Profit Sharing Plan & TrustJoseph Gruber Dds & Associat…$2MIsee Systems, Inc. 401(k) PlanIsee Systems, Inc. 401(k) Pl…$2M
End-of-year total assets ($M) among Health Holdings, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Health Holdings Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Health Holdings Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 135.77916422093045% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $1.06M $2.49M ▲ +134.9%
Year Plans Participants Total Assets
2022 1 241 $1M
2023 1 314 $2M
2024 1 496 $2M

Health Holdings Company, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$855K
Employer EIN461021329
Plan Effective Date2018-07-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Health Holdings, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Health Holdings, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.002490441 · Participants: 496Health Holdings, LLC 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Health Holdings, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Health Holdings, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Health Holdings, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Wortman & Nemeroff, P.a. Profit Sharing Plan in MD ($2M); by covered participants it is Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan in CO (496 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (496 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 Health Holdings, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Health Holdings, LLC 401(k) Profit Sharing Plan surged - up 52.3% during 2024, from $2M to $2M. Reported net income was $855K.
How have Health Holdings Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Holdings Company, LLC's sponsor-wide assets grew 135.8%, from $1M to $2M.
Which 401(k) plans are similar in size to Health Holdings, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wortman & Nemeroff, P.a. Profit Sharing Plan in MD ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Health Holdings, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan in CO (496 participants, $30M 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 461021329.

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.