2023 Form 5500 filing — Devoted Health 401(K) Retirement Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011075250NAL0010711043001) for Devoted Health 401(K) Retirement Plan, reported by Devoted Health, Inc. under EIN 82-1023772 and plan number 001. It reports 2,068 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$42.7MReported net assets$42,730,543
Participants2.1K2,068
Provider compensation$11K1 Schedule C row(s)$11,041
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011075250NAL0010711043001
Plan sponsor
Devoted Health, Inc.
EIN
82-1023772
Plan number
001
Location
Waltham, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$42.7M total assets
Net assets$42.7MLiabilities$0
Money in vs. money out
Total income / additions$20.7M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$0
Participant$11.3M
Full reported line items
Total assets (EOY)
$42,730,543
Total liabilities (EOY)
$0
Net assets (EOY)
$42,730,543
Employer contributions
$0
Participant contributions
$11,254,052
Total income / additions
$20,740,253
Benefits paid
$1,951,000
Administrative expenses
$16,510
Total expenses
$2,004,414
Net increase / (decrease)
$18,735,839
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    PLAN ADMINISTRATOR · Direct $11K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011075250NAL0010711043001 cover?
It is the 2023 Form 5500 filing for Devoted Health 401(K) Retirement Plan, reported by Devoted Health, Inc. (EIN 82-1023772).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages