401(k) · DOL Form 5500 · 2024
Sovereign Healthcare Holdings, LLC 401(k) Plan
Data updated 2026-08-11
- $31M
- Total assets
- 4,437
- Participants
- 78th
- Percentile by assets
- $7,033
- Avg per participant
Official DOL plan name: Sovereign Healthcare 401(k) Plan · Sponsored by Sovereign Healthcare Holdings, LLC · Florida · Healthcare & Social Assistance
$31M in assets, 4,437 participants
Sovereign Healthcare Holdings, LLC's Sovereign Healthcare 401(k) Plan reported $31M in total assets and 4,437 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- 78th percentile by assets (of 123,622 plans)
- #13,742 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Sovereign Healthcare 401(k) Plan covers 4,437 participants in Florida, 7.1x the typical Florida plan (state average ~628 per filing). Assets: $31M.
- $31M
- total plan assets (2024 EOY)
- 4,437
- covered participants
- 78th
- percentile by assets (of 123,622 plans)
- $7,033
- avg assets per participant
Where Sovereign Healthcare 401(k) Plan sits by total assets
Sovereign Healthcare 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,205,448 Top 22% higher than 78% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sovereign Healthcare 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Sovereign Healthcare 401(k) Plan reported participants rose from 4,021 in the plan year 2023 filing to 4,437 in the plan year 2024 filing.
- Sovereign Healthcare 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $31M in the plan year 2024 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Sovereign Healthcare 401(k) Plan reports 4,437 participants - 7.1x that state average ($31M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $3M |
| Employer EIN | 200101170 |
| Plan Effective Date | 2005-08-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sovereign Healthcare Holdings, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,826 | $23M |
| 2023 | 1 | 4,021 | $28M |
| 2024 | 1 | 4,437 | $31M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sovereign Healthcare 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Sovereign Healthcare 401(k) Plan assets move in 2024? ▼
How have Sovereign Healthcare Holdings, LLC plan assets changed over time? ▼
Where does Sovereign Healthcare 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sovereign Healthcare 401(k) Plan? ▼
Next read for Sovereign Healthcare 401(k) Plan
Filing takeaways
Ways to act on Sovereign Healthcare 401(k) Plan's numbers.
- By total assets, Sovereign Healthcare 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Sovereign Healthcare Holdings, LLC's sponsor-wide assets have grown 32.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans