Plum Healthcare Group 401(k) plan

Plum Healthcare Group, LLC, Carlsbad, CA. EIN 33-0855158. Annual reports 2009–2022.

Plum Healthcare Group, LLC has no active retirement plan on file. Its last annual report was for 2022. No traditional pension plan appears in Plum Healthcare Group's filings since 2009.

Active plans: 0
Plans on file: 1
Industry: Health care

The plan

Plum Healthcare Group 401(k) Plan

401(k)Stopped filing

No annual report since the 2022 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 001Employer EIN 33-0855158
Participants (2022): 11,264
Net assets (2022): $85.5 million
Recordkeeper: T. Rowe PriceEarlier: MassMutual (2013–2017), John Hancock (2009–2012)
Plan administrator: Plum Healthcare Group, LLC
2175 Salk Avenue, Suite 300
Carlsbad, CA 92008
(760) 471-0388As filed for 2022
In effect since: November 1, 2000

Earlier plan names: Plum Healthcare Group 401K Plan.

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	11,264	$85.5 million	T. Rowe Price
2021	9,782	$99.8 million	T. Rowe Price
2020	10,011	$84.0 million	T. Rowe Price
2019	10,832	$69.5 million	T. Rowe Price
2018	10,642	$51.5 million	T. Rowe Price
2017	10,853	$51.9 million	MassMutual
2016	11,102	$40.7 million	MassMutual
2015	8,982	$31.7 million	MassMutual
2014	6,408	$29.6 million	MassMutual
2013	6,668	$25.3 million	MassMutual
2012	7,048	$19.5 million	John Hancock
2011	6,439	$14.7 million	John Hancock
2010	3,693	$9.4 million	John Hancock
2009	3,417	$7.0 million	John Hancock

If you had money in one of these plans

If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
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

Plum Healthcare Group 401(k) Plan

If you had money in one of these plans

What these numbers are

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