401(k) · DOL Form 5500 · 2024

Health Union, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
200
Participants Below avg headcount
60th
Percentile by assets National rank
$61,437
Avg per participant Low balance/head
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Official DOL plan name: Health Union, LLC 401(k) Profit Sharing Plan · Sponsored by Health Union, LLC · Pennsylvania · Information & Media

$12M in assets, 200 participants

Health Union, LLC's Health Union, LLC 401(k) Profit Sharing Plan reported $12M in total assets and 200 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,343 in Information & Media (2,822 peers)

Coverage in Pennsylvania

Health Union, LLC 401(k) Profit Sharing Plan covers 200 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#1,343
in Information & Media (2,822 peers)
+15.3%
assets growth YoY

Health Union, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Information & Media and all filers

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

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

$12,287,431 Top 40% higher than 60% 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 Union, 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 Union, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Health Union, LLC 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Health Union, LLC 401(k) Profit Sharing Plan reported participants fell from 267 in the plan year 2023 filing to 200 in the plan year 2024 filing.
  • Health Union, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 271696312 · Health Union, LLC PY 2024 · 401(k)

Health Union, LLC 401(k) Profit Sharing Plan · $12M · 200 · 60th

  • BOOK $12M
  • VS-ST 200
  • BOY 60th
  • SCH 401(k)
  • EBSA near Luminus, Inc. 401(k) Plan & Trust
  • PART ind #1343

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 Information & Media retirement plans → · Plans in Pennsylvania →

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

Health Union, LLC 401(k) Profit Sharing PlanHealth Union, LLC 401(k) Pro…$12MLuminus, Inc. 401(k) Plan & TrustLuminus, Inc. 401(k) Plan & …$12MFisher Holdings, Inc. 401(k) PlanFisher Holdings, Inc. 401(k)…$12MDatapath, Inc. 401(k) Retirement PlanDatapath, Inc. 401(k) Retire…$12MAtlas Venture 401(k) Profit Sharing PlanAtlas Venture 401(k) Profit …$12M
End-of-year total assets ($M) among Health Union, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN271696312
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Union, LLC)

Sponsor-wide plan assets over time

All Health Union, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 49.19135101768196% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.24M $12.3M ▲ +49.2%
Year Plans Participants Total Assets
2022 1 265 $8M
2023 1 267 $11M
2024 1 200 $12M

Nearby 401(k) Plans in Pennsylvania

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

Health Union, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Health Union, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.012287431 · Participants: 200Health Union, LLC 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Health Union, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Health Union, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Luminus, Inc. 401(k) Plan & Trust in CA ($12M); by covered participants it is Tata Elxsi 401(k) Plan in MI (200 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Union, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Health Union, LLC 401(k) Profit Sharing Plan grew sharply - up 15.3% during 2024, from $11M to $12M. Reported net income was $2M.
How have Health Union, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Union, LLC's sponsor-wide assets grew 49.2%, from $8M to $12M.
Which 401(k) plans are similar in size to Health Union, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Luminus, Inc. 401(k) Plan & Trust in CA ($12M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Health Union, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tata Elxsi 401(k) Plan in MI (200 participants, $587K 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 271696312.

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.