Plain-English plan 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, Healthequity 401(K) Plan is a benefit plan reported by Healthequity, Inc. under EIN 52-2383166 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,141 participants and $243,398,367 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $243,398,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $243,398,367
- Net assets (BOY)
- $198,193,578
Income & contributions
- Employer contributions
- $8,422,191
- Participant contributions
- $21,433,869
- Total contributions
- $35,403,190
- Total income / additions
- $71,973,839
Expenses & distributions
- Benefits paid
- $26,427,542
- Administrative expenses
- $328,363
- Total expenses
- $26,769,050
- Net increase / (decrease)
- $45,204,789