401(k) · DOL Form 5500 · 2024
West Yavapai Guidance Clinic D/B/a Polara Health 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 352
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $37,173
- Avg per participant Low balance/head
Official DOL plan name: 401(k) Profit Sharing Plan for Employees of West Yavapai Guidance Clinic · Sponsored by West Yavapai Guidance Clinic D/B/a Polara Health · Arizona · Healthcare & Social Assistance
$13M in assets, 352 participants
West Yavapai Guidance Clinic D/B/a Polara Health's 401(k) Profit Sharing Plan for Employees of West Yavapai Guidance Clinic reported $13M in total assets and 352 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,289 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
401(k) Profit Sharing Plan for Employees of West Yavapai Guidance Clinic holds $13M for 352 participants - about $37,173 per participant, above the median plan by assets.
- #11,289
- in Healthcare & Social Assistance (16,916 peers)
- +0.3%
- assets growth YoY
401(k) Profit Sharing Plan for Employees of West Yavapai Guidance Clinic's mid-pack asset rank among Healthcare & Social Assistance and all filers
401(k) Profit Sharing Plan for Employees of West Yavapai Guidance Clinic vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,084,734 Top 38% higher than 62% 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
401(k) Profit Sharing Plan for Employees of West Yavapai Guidance Clinic 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. 401(k) Profit Sharing Plan for Employees of West Yavapai Guidance Clinic sits mid-pack in the medium band (352 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 401(k) Profit Sharing Plan for Employees of West Yavapai Guidance Clinic reported net income fell from $853K in the plan year 2023 filing to $36K in the plan year 2024 filing.
- 401(k) Profit Sharing Plan for Employees of West Yavapai Guidance Clinic reported participants rose from 347 in the plan year 2023 filing to 352 in the plan year 2024 filing.
DOL schedule card
Filing strip 860206928 · West Yavapai Guidance Clinic D/B/a Polara Health PY 2024 · 401(k)
401(k) Profit Sharing Plan for Employees of West Yavapai Guidance Clinic · $13M · 352 · 62nd
- IND $13M
- IND 352
- IND 62nd
- IND 401(k)
- IND near Teall Capital Partners LLC 401(k) Profit Sharing Plan
- IND ind #11289
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 Arizona →
401(k) Profit Sharing Plan for Employees of West Yavapai Guidance Clinic in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $36K |
| Employer EIN | 860206928 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Yavapai Guidance Clinic D/B/a Polara Health)
Sponsor-wide plan assets over time
All West Yavapai Guidance Clinic D/B/a Polara Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 7.2902787045663375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 371 | $12M |
| 2023 | 1 | 347 | $13M |
| 2024 | 1 | 352 | $13M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
401(k) Profit Sharing Plan for Employees of West Yavapai Guidance Clinic's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Teall Capital Partners LLC 401(k) Profit Sharing Plan in NC ($13M); by covered participants it is Ritchey Management II, LLC 401(k) Plan in TN (352 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (352 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.