401(k) · DOL Form 5500 · 2024

Ehh Holdco, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 112
Participants Small participant base: 43rd
Percentile by assets National rank: $47,927
Avg per participant Low balance/head

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Official DOL plan name: Fortis Health Retirement Plan · Sponsored by Ehh Holdco, Inc. · Utah · Healthcare & Social Assistance

$5M in assets, 112 participants

Ehh Holdco, Inc.'s Fortis Health Retirement Plan reported $5M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

#7,879 in Healthcare & Social Assistance (16,916 peers)

Coverage in Utah

Fortis Health Retirement Plan covers 112 participants in Utah, about 19% of the average Utah filer (state average ~592 per filing). Assets: $5M.

#7,879
in Healthcare & Social Assistance (16,916 peers): +0.8%
assets growth YoY

Fortis Health Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Fortis Health Retirement Plan vs every filed plan by assets

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

$5,367,774 43rd percentile higher than 43% 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

Fortis Health Retirement 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. Fortis Health Retirement Plan sits mid-pack in the medium band (112 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Fortis Health Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $43K in the plan year 2024 filing.
Fortis Health Retirement Plan reported participants fell from 218 in the plan year 2023 filing to 112 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 854309367 · Ehh Holdco, Inc. PY 2024 · 401(k)

Fortis Health Retirement Plan · $5M · 112 · 43rd

5500 $5M
5500 112
5500 43rd
5500 401(k)
5500 near Applied Value LLC 401(k) Savings Plan
5500 ind #7879

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 Utah →

End-of-year total assets ($M) among Fortis Health Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$5M
Net Income	$43K
Employer EIN	854309367
Plan Effective Date	2013-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ehh Holdco, Inc.)

Latest sponsor-wide plan assets: $5M 0.8034947684389149% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	218	$5M
2024	1	112	$5M

Nearby 401(k) Plans in Utah

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

Fortis Health Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Intermountain Health 401(k) Plan $6.8B · 68,360
Deseret 401(k) Plan $6.1B · 25,301
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926

Compare Fortis Health Retirement Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Applied Value LLC 401(k) Savings Plan in MA ($5M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Applied Value LLC 401(k) Savings Plan (MA) $5M · 40
Movement Strategy 401(k) Plan (VA) $5M · 123
Stella May Contracting, Inc. 401(k) Plan (MD) $5M · 216
Gardner Outdoor and Pool Remodeling 401(k) Plan Plan and Trust (CA) $5M · 148

Similar participant headcount

Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.

Wiseway LLC 401(k) Profit Sharing Plan (KY) 112 · 0 off
Ellicott Dredge Group Plan (WI) 112 · 0 off
Cascade Auto Center 401(k) Plan (WA) 112 · 0 off
Washman LLC 401(k) Plan (OR) 112 · 0 off

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 Fortis Health Retirement Plan assets move in 2024? ▼

Fortis Health Retirement Plan held essentially flat - up 0.8% during 2024, from $5M to $5M. Reported net income was $43K.

How have Ehh Holdco, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Ehh Holdco, Inc.'s sponsor-wide assets grew 0.8%, from $5M to $5M.

Which 401(k) plans are similar in size to Fortis Health Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Applied Value LLC 401(k) Savings Plan in MA ($5M, 40 participants).

Which 401(k) plans cover a similar participant headcount to Fortis Health Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants, N/A 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 854309367.