401(k) · DOL Form 5500 · 2023

Simplehealth Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
153
Participants Small participant base
47th
Percentile by assets National rank
$38,323
Avg per participant Low balance/head
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Official DOL plan name: Simplehealth Ventures, Inc. 401(k) Plan · Sponsored by Simplehealth Ventures, Inc. · New York · Healthcare & Social Assistance

$6M in assets, 153 participants

Simplehealth Ventures, Inc.'s Simplehealth Ventures, Inc. 401(k) Plan reported $6M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,215 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Simplehealth Ventures, Inc. 401(k) Plan covers 153 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $6M.

#9,215
in Healthcare & Social Assistance (17,684 peers)
+32.9%
assets growth YoY

Simplehealth Ventures, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Simplehealth Ventures, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,863,459 47th percentile higher than 47% of 127,068 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 2023

Simplehealth Ventures, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simplehealth Ventures, Inc. 401(k) Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simplehealth Ventures, Inc. 401(k) Plan reported net income rose from $656K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Simplehealth Ventures, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Simplehealth Ventures, Inc. 401(k) Plan reported participants rose from 144 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 462998905 · Simplehealth Ventures, Inc. PY 2023 · 401(k)

Simplehealth Ventures, Inc. 401(k) Plan · $6M · 153 · 47th

  • EOY $6M
  • 5500 153
  • ASSETS 47th
  • PCT 401(k)
  • EIN near Downtown Seattle Association 401(k) Retirement Plan
  • RANK ind #9215

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 New York →

Simplehealth Ventures, Inc. 401(k) Plan in the asset neighbourhood

Simplehealth Ventures, Inc. 401(k) PlanSimplehealth Ventures, Inc. …$6MDowntown Seattle Association 401(k) Retirement PlanDowntown Seattle Association…$6MLinwood Mining Employees 401(k) PlanLinwood Mining Employees 401…$6MRedrock 401(k) Plan$6MChinese American Service League Retirement PlanChinese American Service Lea…$6M
End-of-year total assets ($M) among Simplehealth Ventures, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN462998905
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simplehealth Ventures, Inc.)

Sponsor-wide plan assets over time

All Simplehealth Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 64.66517825780927% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.41M $7.27M ▲ +64.9%
Year Plans Participants Total Assets
2022 1 144 $4M
2023 1 153 $6M
2024 1 117 $7M

Nearby 401(k) Plans in New York

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

Simplehealth Ventures, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Simplehealth Ventures, Inc. 401(k) Plan, Total assets ($B): 0.005863459 · Participants: 153Simplehealth Ventures, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Simplehealth Ventures, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Simplehealth Ventures, Inc. 401(k) Plan side-by-side with 3 peers →

Simplehealth Ventures, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Downtown Seattle Association 401(k) Retirement Plan in WA ($6M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Simplehealth Ventures, Inc. 401(k) Plan assets move in 2023? ▼
Simplehealth Ventures, Inc. 401(k) Plan surged - up 32.9% during 2023, from $4M to $6M. Reported net income was $1M.
How have Simplehealth Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simplehealth Ventures, Inc.'s sponsor-wide assets grew 64.7%, from $4M to $7M.
Which 401(k) plans are similar in size to Simplehealth Ventures, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Downtown Seattle Association 401(k) Retirement Plan in WA ($6M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Simplehealth Ventures, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 462998905.

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.