401k Record

Employers › DaVita

DaVita 401(k)

Recordkeeping fees per participant · Davita Retirement Savings Plan · plan year 2024

$39.15

Higher than 62% of the 790 plans over $1B that report it.

Source

= $2,942,219 / 75,153
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250709125721NAL0005706369001, received 2025-07-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250709125721NAL0005706369001, received 2025-07-09

10th: $6.72median $34.2890th: $56.58

Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-09.

Cost and contributions

Administrative expenses excluding investment management, per participant

$53.06

10th: $9.43median $44.4790th: $97.55

Higher than 63% of the 1,045 plans over $1B that report it.

Source

= $3,987,951 / 75,153
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250709125721NAL0005706369001, received 2025-07-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250709125721NAL0005706369001, received 2025-07-09

Administrative expenses per participant

$102.39

10th: $24.33median $70.0390th: $174.36

Higher than 72% of the 1,076 plans over $1B that report it.

Source

= $7,695,127 / 75,153
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250709125721NAL0005706369001, received 2025-07-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250709125721NAL0005706369001, received 2025-07-09

Administrative expenses as a share of assets

0.202%

10th: 0.013%median 0.046%90th: 0.111%

Higher than 98% of the 1,076 plans over $1B that report it.

Source

= $7,695,127 / $3,814,125,580
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250709125721NAL0005706369001, received 2025-07-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250709125721NAL0005706369001, received 2025-07-09

Employer contributions per participant

$1,063

10th: $1,442median $3,74490th: $8,760

Higher than 7% of the 1,135 plans over $1B that report it.

Source

= $79,918,698 / 75,153
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250709125721NAL0005706369001, received 2025-07-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250709125721NAL0005706369001, received 2025-07-09

Employer share of total contributions

19.3%

10th: 19.8%median 33.4%90th: 47.5%

Higher than 9% of the 1,135 plans over $1B that report it.

Source

= $79,918,698 / $415,088,808
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250709125721NAL0005706369001, received 2025-07-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250709125721NAL0005706369001, received 2025-07-09

Plan terms, as stated in DaVita Inc.'s SEC filings

Employer match

“The Company has elected to make a discretionary matching contribution to the Plan for each eligible Participant in an amount equal to 50% of the Participant’s contributions, up to six percent of Compensation per each pay period.”

Form 11-K filed 2026-06-17, for the year ended 2025-12-31 · plan description note, contributions · source document

Eligibility

“Employees become eligible to participate immediately following the later of the date of hire and attaining the age of 18 (however, a Participant must wait until the first of the month after attaining age 18 and completing 12 months of service before being eligible for the discretionary matching contribution).”

Form 11-K filed 2026-06-17, for the year ended 2025-12-31 · plan description note, general (fallback) · source document

Vesting

“Participants in the Plan will always be 100% vested in their section 401(k) contributions, including their Roth contributions, and their rollover contributions and earnings thereon.”

Form 11-K filed 2026-06-17, for the year ended 2025-12-31 · plan description note, vesting · source document

Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250709125721NAL0005706369001, received 2025-07-09

Full record, Davita Retirement Savings Plan

FieldValueSource
Plan sponsorDAVITA INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250709125721NAL0005706369001, received 2025-07-09
Plan nameDAVITA RETIREMENT SAVINGS PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250709125721NAL0005706369001, received 2025-07-09
Sponsor EIN / plan number51-0354549 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250709125721NAL0005706369001, received 2025-07-09
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250709125721NAL0005706369001, received 2025-07-09
Sponsor locationDENVER, COForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250709125721NAL0005706369001, received 2025-07-09
Industry (business code)621492, Health care and social assistanceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250709125721NAL0005706369001, received 2025-07-09
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250709125721NAL0005706369001, received 2025-07-09
Filing received2025-07-09Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250709125721NAL0005706369001, received 2025-07-09
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250709125721NAL0005706369001, received 2025-07-09
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250709125721NAL0005706369001, received 2025-07-09
Participants, beginning of year78,900Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250709125721NAL0005706369001, received 2025-07-09
Active participants56,918Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250709125721NAL0005706369001, received 2025-07-09
Participants, end of year78,487Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250709125721NAL0005706369001, received 2025-07-09
Participants with an account balance75,153Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250709125721NAL0005706369001, received 2025-07-09
Total assets, beginning of year$3,326,219,779Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250709125721NAL0005706369001, received 2025-07-09
Total assets, end of year$3,814,125,580Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250709125721NAL0005706369001, received 2025-07-09
Net assets, end of year$3,814,125,580Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250709125721NAL0005706369001, received 2025-07-09
Total income$854,729,975Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250709125721NAL0005706369001, received 2025-07-09
Net income$487,905,801Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250709125721NAL0005706369001, received 2025-07-09
Employer contributions$79,918,698Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250709125721NAL0005706369001, received 2025-07-09
Participant contributions$316,588,069Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250709125721NAL0005706369001, received 2025-07-09
Other contributions (incl. rollovers)$18,582,041Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250709125721NAL0005706369001, received 2025-07-09
Total contributions$415,088,808Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250709125721NAL0005706369001, received 2025-07-09
Benefit payments$358,585,309Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250709125721NAL0005706369001, received 2025-07-09
Total expenses (incl. benefit payments)$366,824,174Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250709125721NAL0005706369001, received 2025-07-09
Total administrative expenses$7,695,127Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250709125721NAL0005706369001, received 2025-07-09
Contract administrator fees$77,523Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250709125721NAL0005706369001, received 2025-07-09
Recordkeeping fees$2,942,219Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250709125721NAL0005706369001, received 2025-07-09
IQPA audit fees$56,700Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250709125721NAL0005706369001, received 2025-07-09
Investment advisory and management fees$3,707,176Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250709125721NAL0005706369001, received 2025-07-09
Administrative expenses excluding investment management$3,987,951derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250709125721NAL0005706369001, received 2025-07-09
Held in common/collective trusts$3,455,927,997Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250709125721NAL0005706369001, received 2025-07-09
Held in mutual funds$102,239,259Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250709125721NAL0005706369001, received 2025-07-09
Independent auditorMOSS ADAMSSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250709125721NAL0005706369001, received 2025-07-09

Position = column in the DOL layout for form year 2024. Filing 20250709125721NAL0005706369001, received 2025-07-09.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
VOYA INSTITUTIONAL PLAN SERVICESrecordkeeperRECORD KEEPER 37 Participant loan processing; 49 Other services; 65 Account maintenance fees $3,866,328yes
VOYA RETIREMENT ADVISORS, LLCCONSULTANT 26 Investment advisory (participants) $3,608,188no
AONCONSULTANT 16 Consulting (general) $98,988no
MOSS ADAMSAUDITOR 14 Plan administrator $44,100no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250709125721NAL0005706369001, received 2025-07-09.

What changed since the 2023 plan year

Figure20232024Change
Total assets$3,326,219,779$3,814,125,58014.7%
Participants with a balance74,65675,1530.7%
Administrative expenses$6,827,901$7,695,12712.7%
Recordkeeping fees per participant$36.68$39.156.7%
Employer contributions$73,828,267$79,918,6988.2%

Prior filing 20240716104430NAL0004176240001, received 2024-07-16; the plan years are contiguous.

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Sponsor name as filed: DAVITA INC.; SEC registrant: DAVITA INC. (CIK 927066, matched by EIN; display name from the Form 11-K cover).