Plan Ledger DOL Form 5500 · updated monthly

Health Catalyst, Inc.401(k)

HEALTH CATALYST, INC. 401(K) PLAN · SOUTH JORDAN, UT · plan year 2024

Reported admin expense ratio · 2024
0.14%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Health Catalyst, Inc. reported $208,727 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $4,165 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.16% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 47th-largest of 848 plans among Utah employers on file, and the 995th of 11,654 in professional & technical services. In 2024, employees put in $2.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$158,680,574
Participants with balances1,642
Active participants1,350
Employer contributions$5,622,876
Employee contributions$12,918,818
Employer contribution per active participant$4,165
Average account balance$96,639
Benefits paid to participants$20,583,494
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$158.7M · 1,642 accts · $5.6M emplr
2023$137.9M · 1,635 accts · $5.8M emplr
2022$107.6M · 1,480 accts · $5.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$139,617
Investment management$60,000
Total administrative$208,727
The Health Catalyst, Inc. 401(k) match · 2024
Employer contribution per active participant$4,165
Median for plans this size$3,635
2024$4,165 per active participant
2023$4,605 per active participant
2022$4,015 per active participant

Health Catalyst, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$60,000
HEALTH CATALYST INC$9,110

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$208,727 · 0.14%
2023$195,013 · 0.16%
2022$177,454 · 0.16%
Same employer
Similar plansProfessional & Technical Services · Utah
Ivanti, Inc. UT$216.4M · 0.09%
Pluralsight, LLC UT$168.8M · 0.00%
Franklin Covey Co. UT$139.5M · 0.12%
Ray Quinney & Nebeker P. C. UT$123.0M · 0.00%
Kirton McConkie UT$108.7M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453337483 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.