Assets by plan
Share of aggregate retirement assets
Filings through .
SV Health Investors, LLC
EIN 86-1154144venture capital & private equityLatest filing 2025
Plans
2
Retirement
2
$48.3M assets
Health & Benefits
0
Participants
61
28 STATE STREET SUITE 980 - BOSTON, MA 02109617-367-8100svhealthinvestors.comLinkedIn51-200 employeesventure capital & private equity
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $48.3M assets / 61 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
SV HEALTH INVESTORS, LLC 401(K) AND PROFIT SHARING PLAN
401(k)
Assets$41.7M
Participants50
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SV LIFE SCIENCES ADVISERS, LLC SUPPLEMENTAL RETIREMENT PLAN
Traditional DB
Assets$6.5M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | SV HEALTH INVESTORS, LLC 401(K) AND PROFIT SHARING PLAN | 401(k) | $41.7M | 50 | 2025 |
| #002 | SV LIFE SCIENCES ADVISERS, LLC SUPPLEMENTAL RETIREMENT PLAN | Traditional DB | $6.5M | 11 | 2025 |
- #003 · 401(k) · 202550
- #002 · Traditional DB · 202511
Retirement plans