Department of Labor filing

ATHENA HEALTH CARE ASSOCIATES, INC.

ATHENA HEALTH CARE ASSOCIATES, INC. 401K PLAN · For the plan year ended Sep 30, 2025

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Public filing 2024 · received Jul 15, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

57filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$125

Reported employer contributions per active participant.

Higher than about 49% of comparable plans

#People in the filing

3,940

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$20 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 78% of comparable plans

↗Investment performance

Not available

Plan assets changed -7.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202457out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions49th percentileTypical peer $129 · based on 105 comparable plans

Lower reported administrative expense78th percentileTypical peer $36 · based on 119 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Sep 30, 2025, ATHENA HEALTH CARE ASSOCIATES, INC. reported $492,129 in employer contributions across the plan and 3,940 active participants. That works out to $125 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy76%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 7.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 25.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context57/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $492,129
Participant contributions: $5,466,359
Other contributions: $144,739
Employer share of reported contributions: 8.3%
Beginning assets: $118,357,334
Ending assets: $110,064,026
Ending net assets: $110,004,773
Ending liabilities: $59,253
Total income: $16,150,975
Total expenses: $24,503,536
Administrative expenses: $216,901
Participant loans: $1,949,216

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$135

2023

$126

2024

$125

Plan-paid administrative expenses per participant

2022

$16

2023

$18

2024

$20

Active participants

2022

11,562

2023

11,373

2024

3,940

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$125	3,940	110.1M	20260715174644NAL0002494675001
2023	$126	11,373	118.4M	20250715083809NAL0001885249001
2022	$135	11,562	105.7M	20240715154053NAL0001950753001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.8%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 061116677-334

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1987
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3H

Current plan terms

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Filing ACK_ID20260715174644NAL0002494675001

Data sourceDOL Form 5500 bulk data ↗

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