401(k) · DOL Form 5500 · 2024
Health Concepts, Ltd 401(k) Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 453
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $95,705
- Avg per participant Below avg balance/head
Official DOL plan name: Health Concepts, Ltd 401(k) Plan · Sponsored by Health Concepts, Ltd · Rhode Island · Healthcare & Social Assistance
$43M in assets, 453 participants
Health Concepts, Ltd's Health Concepts, Ltd 401(k) Plan reported $43M in total assets and 453 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #14,376 in Healthcare & Social Assistance (16,916 peers)
Coverage in Rhode Island
Health Concepts, Ltd 401(k) Plan covers 453 participants in Rhode Island, about 31% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $43M.
- #14,376
- in Healthcare & Social Assistance (16,916 peers)
- +2.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Health Concepts, Ltd 401(k) Plan's outsized position by total assets
Health Concepts, Ltd 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$43,354,557 Top 18% higher than 82% 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
Health Concepts, Ltd 401(k) 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 Concepts, Ltd 401(k) Plan sits mid-pack in the medium band (453 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Health Concepts, Ltd 401(k) Plan reported net income rose from -$296K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Health Concepts, Ltd 401(k) Plan end-of-year assets rose from $42M in the plan year 2023 filing to $43M in the plan year 2024 filing.
- Health Concepts, Ltd 401(k) Plan reported participants rose from 444 in the plan year 2023 filing to 453 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 050400913 · Health Concepts, Ltd PY 2024 · 401(k)
Health Concepts, Ltd 401(k) Plan · $43M · 453 · 82nd
- BOY $43M
- SCH 453
- EBSA 82nd
- PART 401(k)
- TYPE near Richardson 401(k) Plan
- NET ind #14376
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 Healthcare & Social Assistance retirement plans → · Plans in Rhode Island →
Health Concepts, Ltd 401(k) Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $1M |
| Employer EIN | 050400913 |
| Plan Effective Date | 1996-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health Concepts, Ltd)
Sponsor-wide plan assets over time
All Health Concepts, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 2.199035498091554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 749 | $42M |
| 2023 | 1 | 444 | $42M |
| 2024 | 1 | 453 | $43M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $30.1B · 240,493
- Textron Savings Plan $6.1B · 26,609
- Cfg Retirement Savings Plan $3.2B · 17,893
- Unfi 401(k) Plan $2.8B · 26,416
- Factory Mutual Insurance Company 401(k) Savings Plan $1.9B · 4,005
Health Concepts, Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Richardson 401(k) Plan in MO ($43M); by covered participants it is Klinger Companies, L.L.C. 401(k) Plan in IA (453 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Richardson 401(k) Plan (MO) $43M · 295
- Tilden-Coil Constructors, Inc. 401(k) Profit Sharing Plan (CA) $43M · 152
- The Morton Arboretum 401(k) Retirement Plan (IL) $43M · 361
- R.a.N. 401(k) Profit Sharing Plan (NV) $43M · 74
Similar participant headcount
Nearest other-state filings by covered participants (453 participants); asset peers above are excluded.
- Klinger Companies, L.L.C. 401(k) Plan (IA) 453 · 0 off
- Affinipay 401(k) Plan (TX) 453 · 0 off
- Spada Properties, Inc. 401(k) Plan (OR) 453 · 0 off
- Schill Landscaping LLC 401(k) Plan (OH) 453 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.