Ernest Health 401(k) plan

Ernest Health, Inc., Mesquite, TX. EIN 14-1839795. Annual reports 2009–2024.

Ernest Health, Inc. has one active retirement plan on file, the Ernest Health Inc. 401(k) Retirement Plan, with 6,288 participants and $123 million in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Ernest Health's filings since 2009.

Active plans: 1
Participants: 6,288
Plan assets: $123 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Health care

The plan

Ernest Health Inc. 401(k) Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 14-1839795
Participants (2024): 6,288
Net assets (2024): $123 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Ernest Health, Inc.
1024 N Galloway Ave, Ste 102
Mesquite, TX 17055
(505) 280-9761As filed for 2024
In effect since: January 1, 2005

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,288	$123 million	Fidelity
2023	6,307	$101 million	Fidelity
2022	5,150	$78.2 million	Fidelity
2021	4,678	$88.7 million	Fidelity
2020	4,507	$74.4 million	Fidelity
2019	4,392	$66.5 million	Fidelity
2018	4,301	$53.9 million	Fidelity
2017	4,284	$56.9 million	Fidelity
2016	4,246	$44.0 million	Fidelity
2015	3,936	$37.7 million	Fidelity
2014	3,517	$35.9 million	Fidelity
2013	3,385	$31.2 million	Fidelity
2012	2,862	$24.3 million	Fidelity
2011	2,658	$18.5 million	Fidelity
2010	2,584	$16.5 million	Fidelity
2009	2,477	$12.2 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Ernest Health Inc. 401(k) Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((505) 280-9761). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Ernest Health Inc. 401(k) Retirement Plan

If you had money in one of these plans

What these numbers are

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