How big is Caplan Health Institute's plan?

Caplan Health Institute's plan reported $205K in assets and 3 participants for 2025.

Original filing (PDF)20260423220145NAL0005226033067

Caplan Health Institute

Name: Caplan Health Institute — Caplan Health Institute, Form 5500 (2025)
Creator: Caplan Health Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caplan Health Institute 401(k) Plan

401(k) retirement plan · Caplan Health Institute's Caplan Health Institute 401(k) Plan held $205K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

Plan identifiers

Caplan Health Institute's EIN is 83-3351086.

EIN 83-3351086

Plan number 001

Plan year 2025

ACK ID 20260423220145NAL0005226033067

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Caplan Health Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Caplan Health Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPLAN HEALTH INSTITUTE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score