401(k) · DOL Form 5500 · 2024

United States Pharmaceutical Gro 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
1,430
Participants Near avg headcount
81st
Percentile by assets National rank
$26,868
Avg per participant Low balance/head
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Official DOL plan name: Convey Health Solutions 401(k) Plan · Sponsored by United States Pharmaceutical Gro · Florida · Professional & Technical Services

$38M in assets, 1,430 participants

United States Pharmaceutical Gro's Convey Health Solutions 401(k) Plan reported $38M in total assets and 1,430 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,410 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Convey Health Solutions 401(k) Plan covers 1,430 participants in Florida, 2.3x the typical Florida plan (state average ~628 per filing). Assets: $38M.

#16,410
in Professional & Technical Services (20,173 peers)
-13.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Convey Health Solutions 401(k) Plan's outsized position by total assets

Convey Health Solutions 401(k) Plan vs every filed plan by assets

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

$38,421,100 Top 19% higher than 81% 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

Convey Health Solutions 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Convey Health Solutions 401(k) Plan lands in the large band (1,430 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Convey Health Solutions 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
  • Convey Health Solutions 401(k) Plan reported participants fell from 2,119 in the plan year 2023 filing to 1,430 in the plan year 2024 filing.
  • Convey Health Solutions 401(k) Plan end-of-year assets fell from $45M in the plan year 2023 filing to $38M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 651122695 · United States Pharmaceutical Gro PY 2024 · 401(k)

Convey Health Solutions 401(k) Plan · $38M · 1,430 · 81st

  • PHOTO $38M
  • PHOTO 1,430
  • PHOTO 81st
  • PHOTO 401(k)
  • PHOTO near Nephrology Associates of Mobile, P.a. 401(k) Profit Sharing Plan
  • PHOTO ind #16410

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 Professional & Technical Services retirement plans → · Plans in Florida →

Convey Health Solutions 401(k) Plan in the asset neighbourhood

Convey Health Solutions 401(k) PlanConvey Health Solutions 401(…$38MNephrology Associates of Mobile, P.a. 401(k) Profit Sharing PlanNephrology Associates of Mob…$38MGeiger Group 401(k) Plan$38MNetwork Building & Consulting 401(k) PlanNetwork Building & Consultin…$38MHannay Reels, Inc. Employee Retirement PlanHannay Reels, Inc. Employee …$38M
End-of-year total assets ($M) among Convey Health Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$38M
Net Income-$6M
Employer EIN651122695
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United States Pharmaceutical Gro)

Sponsor-wide plan assets over time

All United States Pharmaceutical Gro plans reported in each filing year

Latest sponsor-wide plan assets
$38M 8.788407621720747% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.3M $38.4M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 2,175 $35M
2023 1 2,119 $45M
2024 1 1,430 $38M

Nearby 401(k) Plans in Florida

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

Convey Health Solutions 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Convey Health Solutions 401(k) Plan, Total assets ($B): 0.0384211 · Participants: 1430Convey Health Solutions 401(k) 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
Convey Health Solutions 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Convey Health Solutions 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Nephrology Associates of Mobile, P.a. 401(k) Profit Sharing Plan in AL ($38M); by covered participants it is Retirement Plan for Employees of Scotiabank U. S. 401(k) in (1,430 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,430 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 Convey Health Solutions 401(k) Plan assets move in 2024? ▼
Convey Health Solutions 401(k) Plan pulled back noticeably - down 13.9% during 2024, from $45M to $38M. Reported net income was -$6M.
How have United States Pharmaceutical Gro plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United States Pharmaceutical Gro's sponsor-wide assets grew 8.8%, from $35M to $38M.
Where does Convey Health Solutions 401(k) Plan rank by assets among Form 5500 filers? ▼
Convey Health Solutions 401(k) Plan ranks in the 81st 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 Convey Health Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nephrology Associates of Mobile, P.a. 401(k) Profit Sharing Plan in AL ($38M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Convey Health Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement Plan for Employees of Scotiabank U. S. 401(k) in (1,430 participants, $493M 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 651122695.

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.