Healthequity
Plan context: Healthequity Inc. 401(K) Profit Sharing Plan
EIN 52-2383166 • Draper, UT • 43 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
3,190
2024 Assets
$296,954,850
2024 Contributions
$38,237,821
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 3 | 3,190 | $296,954,850 | $38,237,821 | $11,987iApproximate average salary by contribution assumption: employee only about $299,669 at 4% or $199,780 at 6%; with 50% employer match about $199,780 at 4% or $133,186 at 6%; with 100% employer match about $149,835 at 4% or $99,890 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 3,190 | $296,954,850 | $38,237,821 | $11,987iApproximate average salary by contribution assumption: employee only about $299,669 at 4% or $199,780 at 6%; with 50% employer match about $199,780 at 4% or $133,186 at 6%; with 100% employer match about $149,835 at 4% or $99,890 at 6%. |
| Healthequity Erisa Severance Plan | - | 3,175 | - | - | - |
| Healthequity | - | 3,130 | - | - | - |
| 2023 | 3 | 3,255 | $243,398,367 | $35,403,190 | $10,877iApproximate average salary by contribution assumption: employee only about $271,914 at 4% or $181,276 at 6%; with 50% employer match about $181,276 at 4% or $120,851 at 6%; with 100% employer match about $135,957 at 4% or $90,638 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 3,213 | $243,398,367 | $35,403,190 | $11,019iApproximate average salary by contribution assumption: employee only about $275,468 at 4% or $183,646 at 6%; with 50% employer match about $183,646 at 4% or $122,430 at 6%; with 100% employer match about $137,734 at 4% or $91,823 at 6%. |
| Healthequity Erisa Severance Plan | - | 3,255 | - | - | - |
| Healthequity | - | 2,981 | - | - | - |
| 2022 | 3 | 3,254 | $198,193,578 | $32,154,946 | $9,882iApproximate average salary by contribution assumption: employee only about $247,042 at 4% or $164,694 at 6%; with 50% employer match about $164,694 at 4% or $109,796 at 6%; with 100% employer match about $123,521 at 4% or $82,347 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 3,197 | $198,193,578 | $32,154,946 | $10,058iApproximate average salary by contribution assumption: employee only about $251,446 at 4% or $167,631 at 6%; with 50% employer match about $167,631 at 4% or $111,754 at 6%; with 100% employer match about $125,723 at 4% or $83,815 at 6%. |
| Healthequity Erisa Severance Plan | - | 3,254 | - | - | - |
| Healthequity | - | 3,090 | - | - | - |
| 2021 | 3 | 3,769 | $204,342,181 | $26,907,117 | $7,139iApproximate average salary by contribution assumption: employee only about $178,476 at 4% or $118,984 at 6%; with 50% employer match about $118,984 at 4% or $79,323 at 6%; with 100% employer match about $89,238 at 4% or $59,492 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 3,655 | $204,342,181 | $26,907,117 | $7,362iApproximate average salary by contribution assumption: employee only about $184,043 at 4% or $122,695 at 6%; with 50% employer match about $122,695 at 4% or $81,797 at 6%; with 100% employer match about $92,022 at 4% or $61,348 at 6%. |
| Healthequity Erisa Severance Plan | - | 3,308 | - | - | - |
| Healthequity | - | 3,769 | - | - | - |
| 2020 | 3 | 3,414 | $167,254,309 | $15,642,162 | $4,582iApproximate average salary by contribution assumption: employee only about $114,544 at 4% or $76,363 at 6%; with 50% employer match about $76,363 at 4% or $50,909 at 6%; with 100% employer match about $57,272 at 4% or $38,181 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 3,414 | $167,254,309 | $15,642,162 | $4,582iApproximate average salary by contribution assumption: employee only about $114,544 at 4% or $76,363 at 6%; with 50% employer match about $76,363 at 4% or $50,909 at 6%; with 100% employer match about $57,272 at 4% or $38,181 at 6%. |
| Healthequity | - | 3,144 | - | - | - |
| Healthequity Erisa Severance Plan | - | 3,078 | - | - | - |
| 2019 | 4 | 1,256 | $34,329,417 | $9,968,576 | $7,937iApproximate average salary by contribution assumption: employee only about $198,419 at 4% or $132,279 at 6%; with 50% employer match about $132,279 at 4% or $88,186 at 6%; with 100% employer match about $99,210 at 4% or $66,140 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 1,178 | $34,329,417 | $9,968,576 | $8,462iApproximate average salary by contribution assumption: employee only about $211,557 at 4% or $141,038 at 6%; with 50% employer match about $141,038 at 4% or $94,025 at 6%; with 100% employer match about $105,779 at 4% or $70,519 at 6%. |
| Healthequity Erisa Severance Plan | - | 1,256 | - | - | - |
| Healthequity | - | 1,231 | - | - | - |
| Healthequity Inc. Hra | - | 0 | - | - | - |
| 2018 | 3 | 1,080 | $21,196,767 | $6,789,608 | $6,287iApproximate average salary by contribution assumption: employee only about $157,167 at 4% or $104,778 at 6%; with 50% employer match about $104,778 at 4% or $69,852 at 6%; with 100% employer match about $78,583 at 4% or $52,389 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 1,080 | $21,196,767 | $6,789,608 | $6,287iApproximate average salary by contribution assumption: employee only about $157,167 at 4% or $104,778 at 6%; with 50% employer match about $104,778 at 4% or $69,852 at 6%; with 100% employer match about $78,583 at 4% or $52,389 at 6%. |
| Healthequity | - | 869 | - | - | - |
| Healthequity Inc. Hra | - | 853 | - | - | - |
| 2017 | 2 | 1,030 | $17,062,888 | $5,257,892 | $5,105iApproximate average salary by contribution assumption: employee only about $127,619 at 4% or $85,079 at 6%; with 50% employer match about $85,079 at 4% or $56,719 at 6%; with 100% employer match about $63,809 at 4% or $42,540 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 994 | $17,062,888 | $5,257,892 | $5,290iApproximate average salary by contribution assumption: employee only about $132,241 at 4% or $88,160 at 6%; with 50% employer match about $88,160 at 4% or $58,774 at 6%; with 100% employer match about $66,120 at 4% or $44,080 at 6%. |
| Healthequity | - | 1,030 | - | - | - |
| 2016 | 2 | 800 | $10,320,825 | $3,410,452 | $4,263iApproximate average salary by contribution assumption: employee only about $106,577 at 4% or $71,051 at 6%; with 50% employer match about $71,051 at 4% or $47,367 at 6%; with 100% employer match about $53,288 at 4% or $35,526 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 795 | $10,320,825 | $3,410,452 | $4,290iApproximate average salary by contribution assumption: employee only about $107,247 at 4% or $71,498 at 6%; with 50% employer match about $71,498 at 4% or $47,665 at 6%; with 100% employer match about $53,623 at 4% or $35,749 at 6%. |
| Healthequity | - | 800 | - | - | - |
| 2015 | 2 | 617 | $6,492,744 | $2,430,140 | $3,939iApproximate average salary by contribution assumption: employee only about $98,466 at 4% or $65,644 at 6%; with 50% employer match about $65,644 at 4% or $43,763 at 6%; with 100% employer match about $49,233 at 4% or $32,822 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 617 | $6,492,744 | $2,430,140 | $3,939iApproximate average salary by contribution assumption: employee only about $98,466 at 4% or $65,644 at 6%; with 50% employer match about $65,644 at 4% or $43,763 at 6%; with 100% employer match about $49,233 at 4% or $32,822 at 6%. |
| Healthequity | - | 611 | - | - | - |
| 2014 | 2 | 441 | $4,510,900 | $1,575,096 | $3,572iApproximate average salary by contribution assumption: employee only about $89,291 at 4% or $59,527 at 6%; with 50% employer match about $59,527 at 4% or $39,685 at 6%; with 100% employer match about $44,646 at 4% or $29,764 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 441 | $4,510,900 | $1,575,096 | $3,572iApproximate average salary by contribution assumption: employee only about $89,291 at 4% or $59,527 at 6%; with 50% employer match about $59,527 at 4% or $39,685 at 6%; with 100% employer match about $44,646 at 4% or $29,764 at 6%. |
| Healthequity | - | 436 | - | - | - |
| 2013 | 2 | 366 | $3,034,532 | $900,742 | $2,461iApproximate average salary by contribution assumption: employee only about $61,526 at 4% or $41,017 at 6%; with 50% employer match about $41,017 at 4% or $27,345 at 6%; with 100% employer match about $30,763 at 4% or $20,509 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 366 | $3,034,532 | $900,742 | $2,461iApproximate average salary by contribution assumption: employee only about $61,526 at 4% or $41,017 at 6%; with 50% employer match about $41,017 at 4% or $27,345 at 6%; with 100% employer match about $30,763 at 4% or $20,509 at 6%. |
| Healthequity | - | 302 | - | - | - |
| 2012 | 2 | 275 | $1,924,902 | $608,930 | $2,214iApproximate average salary by contribution assumption: employee only about $55,357 at 4% or $36,905 at 6%; with 50% employer match about $36,905 at 4% or $24,603 at 6%; with 100% employer match about $27,679 at 4% or $18,452 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 275 | $1,924,902 | $608,930 | $2,214iApproximate average salary by contribution assumption: employee only about $55,357 at 4% or $36,905 at 6%; with 50% employer match about $36,905 at 4% or $24,603 at 6%; with 100% employer match about $27,679 at 4% or $18,452 at 6%. |
| Healthequity | - | 225 | - | - | - |
| 2011 | 2 | 225 | $1,222,153 | $399,123 | $1,774iApproximate average salary by contribution assumption: employee only about $44,347 at 4% or $29,565 at 6%; with 50% employer match about $29,565 at 4% or $19,710 at 6%; with 100% employer match about $22,174 at 4% or $14,782 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 225 | $1,222,153 | $399,123 | $1,774iApproximate average salary by contribution assumption: employee only about $44,347 at 4% or $29,565 at 6%; with 50% employer match about $29,565 at 4% or $19,710 at 6%; with 100% employer match about $22,174 at 4% or $14,782 at 6%. |
| Healthequity | - | 186 | - | - | - |
| 2010 | 1 | 69 | $985,977 | $342,486 | $4,964iApproximate average salary by contribution assumption: employee only about $124,089 at 4% or $82,726 at 6%; with 50% employer match about $82,726 at 4% or $55,151 at 6%; with 100% employer match about $62,045 at 4% or $41,363 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 69 | $985,977 | $342,486 | $4,964iApproximate average salary by contribution assumption: employee only about $124,089 at 4% or $82,726 at 6%; with 50% employer match about $82,726 at 4% or $55,151 at 6%; with 100% employer match about $62,045 at 4% or $41,363 at 6%. |
| 2009 | 1 | 105 | $607,558 | $222,655 | $2,121iApproximate average salary by contribution assumption: employee only about $53,013 at 4% or $35,342 at 6%; with 50% employer match about $35,342 at 4% or $23,561 at 6%; with 100% employer match about $26,507 at 4% or $17,671 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 105 | $607,558 | $222,655 | $2,121iApproximate average salary by contribution assumption: employee only about $53,013 at 4% or $35,342 at 6%; with 50% employer match about $35,342 at 4% or $23,561 at 6%; with 100% employer match about $26,507 at 4% or $17,671 at 6%. |
| 2008 | 1 | 81 | $341,420 | $294,053 | $3,630iApproximate average salary by contribution assumption: employee only about $90,757 at 4% or $60,505 at 6%; with 50% employer match about $60,505 at 4% or $40,336 at 6%; with 100% employer match about $45,379 at 4% or $30,252 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 81 | $341,420 | $294,053 | $3,630iApproximate average salary by contribution assumption: employee only about $90,757 at 4% or $60,505 at 6%; with 50% employer match about $60,505 at 4% or $40,336 at 6%; with 100% employer match about $45,379 at 4% or $30,252 at 6%. |
| 2007 | 1 | 95 | $0 | $0 | - |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 95 | - | - | - |
| 2006 | 1 | 66 | $177,774 | $67,915 | $1,029iApproximate average salary by contribution assumption: employee only about $25,725 at 4% or $17,150 at 6%; with 50% employer match about $17,150 at 4% or $11,434 at 6%; with 100% employer match about $12,863 at 4% or $8,575 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 66 | $177,774 | $67,915 | $1,029iApproximate average salary by contribution assumption: employee only about $25,725 at 4% or $17,150 at 6%; with 50% employer match about $17,150 at 4% or $11,434 at 6%; with 100% employer match about $12,863 at 4% or $8,575 at 6%. |
| 2005 | 1 | 39 | $98,737 | $34,937 | $896iApproximate average salary by contribution assumption: employee only about $22,396 at 4% or $14,930 at 6%; with 50% employer match about $14,930 at 4% or $9,954 at 6%; with 100% employer match about $11,198 at 4% or $7,465 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 39 | $98,737 | $34,937 | $896iApproximate average salary by contribution assumption: employee only about $22,396 at 4% or $14,930 at 6%; with 50% employer match about $14,930 at 4% or $9,954 at 6%; with 100% employer match about $11,198 at 4% or $7,465 at 6%. |
| 2003 | 1 | 10 | $19,199 | $18,182 | $1,818iApproximate average salary by contribution assumption: employee only about $45,455 at 4% or $30,303 at 6%; with 50% employer match about $30,303 at 4% or $20,202 at 6%; with 100% employer match about $22,728 at 4% or $15,152 at 6%. |
| Healthequity Inc. 401(K) Profit Sharing Plan | - | 10 | $19,199 | $18,182 | $1,818iApproximate average salary by contribution assumption: employee only about $45,455 at 4% or $30,303 at 6%; with 50% employer match about $30,303 at 4% or $20,202 at 6%; with 100% employer match about $22,728 at 4% or $15,152 at 6%. |