401(k) · DOL Form 5500 · 2024

Health Advocate Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
1,216
Participants Near avg headcount
79th
Percentile by assets National rank
$28,204
Avg per participant Low balance/head
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Official DOL plan name: Health Advocate Employee 401(k) Plan · Sponsored by Health Advocate Solutions, Inc. · Pennsylvania · Professional & Technical Services

$34M in assets, 1,216 participants

Health Advocate Solutions, Inc.'s Health Advocate Employee 401(k) Plan reported $34M in total assets and 1,216 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,056 in Professional & Technical Services (20,173 peers)

Where Health Advocate Employee 401(k) Plan sits by assets

Health Advocate Employee 401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 1,216 participants (~$28,204/participant), up 3.5% in 2024.

#16,056
in Professional & Technical Services (20,173 peers)
+3.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Health Advocate Employee 401(k) Plan's outsized position by total assets

Health Advocate Employee 401(k) Plan vs every filed plan by assets

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

$34,296,203 Top 21% higher than 79% 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 Advocate Employee 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. Health Advocate Employee 401(k) Plan lands in the large band (1,216 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Health Advocate Employee 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Health Advocate Employee 401(k) Plan reported participants rose from 1,094 in the plan year 2023 filing to 1,216 in the plan year 2024 filing.
  • Health Advocate Employee 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 233080019 · Health Advocate Solutions, Inc. PY 2024 · 401(k)

Health Advocate Employee 401(k) Plan · $34M · 1,216 · 79th

  • BOOK $34M
  • VS-ST 1,216
  • BOY 79th
  • SCH 401(k)
  • EBSA near Rite of Passage, Inc. 401(k) Plan
  • PART ind #16056

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 Pennsylvania →

Health Advocate Employee 401(k) Plan in the asset neighbourhood

Health Advocate Employee 401(k) PlanHealth Advocate Employee 401…$34MRite of Passage, Inc. 401(k) PlanRite of Passage, Inc. 401(k)…$34MStorey-Kenworthy Company 401(k) Profit Sharing Plan and TrustStorey-Kenworthy Company 401…$34MPurple Communications, Inc. 401(k) PlanPurple Communications, Inc. …$34MSt. Henry Tile Company, Inc 401(k) Profit Sharing PlanSt. Henry Tile Company, Inc …$34M
End-of-year total assets ($M) among Health Advocate Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$34M
Net Income$1M
Employer EIN233080019
Plan Effective Date2021-06-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Advocate Solutions, Inc.)

Sponsor-wide plan assets over time

All Health Advocate Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 16.16888490250387% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.5M $34.3M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 1,059 $30M
2023 1 1,094 $33M
2024 1 1,216 $34M

Nearby 401(k) Plans in Pennsylvania

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

Health Advocate Employee 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Health Advocate Employee 401(k) Plan, Total assets ($B): 0.034296203 · Participants: 1216Health Advocate Employee 401(k) 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 Advocate Employee 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Health Advocate Employee 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Rite of Passage, Inc. 401(k) Plan in NV ($34M); by covered participants it is Epitec, Inc. 401(k) Profit Sharing Plan and Trust in MI (1,216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,216 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 Advocate Employee 401(k) Plan assets move in 2024? ▼
Health Advocate Employee 401(k) Plan edged up modestly - up 3.5% during 2024, from $33M to $34M. Reported net income was $1M.
How have Health Advocate Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Advocate Solutions, Inc.'s sponsor-wide assets grew 16.2%, from $30M to $34M.
Where does Health Advocate Employee 401(k) Plan rank by assets among Form 5500 filers? ▼
Health Advocate Employee 401(k) Plan ranks in the 79th 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 Health Advocate Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rite of Passage, Inc. 401(k) Plan in NV ($34M, 1,264 participants).
Which 401(k) plans cover a similar participant headcount to Health Advocate Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Epitec, Inc. 401(k) Profit Sharing Plan and Trust in MI (1,216 participants, $47M 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 233080019.

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.