Department of Labor filing

HEALTH CATALYST, INC.

HEALTH CATALYST, INC. 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

59filing comparison
out of 100

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

$Employer support

$4,165

Reported employer contributions per active participant.

Higher than about 64% of comparable plans

#People in the filing

1,350

Active participants reported for 2024.

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

¢Visible plan-paid fees

$122 / participant

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

Lower cost than about 46% of comparable plans

↗Investment performance

Not available

Plan assets changed 15.1%, 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 · 202459out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions64th percentileTypical peer $3,106 · based on 1,380 comparable plans

Lower reported administrative expense46th percentileTypical peer $113 · based on 1,398 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 Dec 31, 2024, HEALTH CATALYST, INC. reported $5,622,876 in employer contributions across the plan and 1,350 active participants. That works out to $4,165 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 proxy80%

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 trendUp 3.7%

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

Expense trendDown 3.5%

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

Peer context59/100

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: $5,622,876
Participant contributions: $12,918,818
Other contributions: $3,697,415
Employer share of reported contributions: 30.3%
Beginning assets: $137,858,099
Ending assets: $158,680,574
Ending net assets: $158,680,574
Ending liabilities: $0
Total income: $41,691,947
Total expenses: $20,869,472
Administrative expenses: $208,727
Participant loans: $1,158,348

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

$4,015

2023

$4,605

2024

$4,165

Plan-paid administrative expenses per participant

2022

$126

2023

$130

2024

$122

Active participants

2022

1,235

2023

1,254

2024

1,350

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$4,165	1,350	158.7M	20250910105847NAL0021042113001
2023	$4,605	1,254	137.9M	20241002184725NAL0015823440001
2022	$4,015	1,235	107.6M	20230815124256NAL0000811488001

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: 0.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 453337483-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2012
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Current plan terms

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Filing ACK_ID20250910105847NAL0021042113001

Data sourceDOL Form 5500 bulk data ↗

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