401(k) · DOL Form 5500 · 2022

Mindful Health Solutions 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
58
Participants Small participant base
57th
Percentile by assets National rank
$116,718
Avg per participant Below avg balance/head
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Official DOL plan name: Mhs-Tms 401(k) Profit Sharing Plan & Trust · Sponsored by Mindful Health Solutions · California · Healthcare & Social Assistance

$7M in assets, 58 participants

Mindful Health Solutions's Mhs-Tms 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 58 participants in its 2022 DOL Form 5500 filing, ranking in the 57th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #12,602 in Healthcare & Social Assistance (20,060 peers)

Mindful Health Solutions multi-year trail

Mindful Health Solutions's plans moved +109.0% in assets from 2022 to 2024; this filing shows Mhs-Tms 401(k) Profit Sharing Plan & Trust at $7M / 58 participants.

#12,602
in Healthcare & Social Assistance (20,060 peers)
+46.1%
assets growth YoY

Mhs-Tms 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mhs-Tms 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,769,667 Top 43% higher than 57% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Mhs-Tms 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mhs-Tms 401(k) Profit Sharing Plan & Trust is a small filing (58 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 260522962 · Mindful Health Solutions PY 2022 · 401(k)

Mhs-Tms 401(k) Profit Sharing Plan & Trust · $7M · 58 · 57th

  • NET $7M
  • NET 58
  • NET 57th
  • NET 401(k)
  • NET near Success Mortgage Partners, Inc. 401(k) Plan
  • NET ind #12602

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →

Mhs-Tms 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mhs-Tms 401(k) Profit Sharing Plan & TrustMhs-Tms 401(k) Profit Sharin…$7MSuccess Mortgage Partners, Inc. 401(k) PlanSuccess Mortgage Partners, I…$7MThe Contractors Retirement PlanThe Contractors Retirement P…$7MAmerican College of Education 401(k) PlanAmerican College of Educatio…$7MSnap Mobile Inc. Retirement TrustSnap Mobile Inc. Retirement …$7M
End-of-year total assets ($M) among Mhs-Tms 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mindful Health Solutions multi-year asset trail

Sponsor-wide plan assets over time

All Mindful Health Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$14M 109.04314791259304% vs 2022
2024 filing year
$5M$10M$15M 202220232024 $6.77M $14.2M ▲ +109.0%
Year Plans Participants Total Assets
2022 1 58 $7M
2023 1 352 $11M
2024 1 333 $14M

Mindful Health Solutions filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN260522962
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mhs-Tms 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mhs-Tms 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006769667 · Participants: 58Mhs-Tms 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Mhs-Tms 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Mhs-Tms 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Success Mortgage Partners, Inc. 401(k) Plan in MI ($7M); by covered participants it is Huron Community Bank 401(k) Plan in MI (58 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mhs-Tms 401(k) Profit Sharing Plan & Trust assets move in 2022?
Mhs-Tms 401(k) Profit Sharing Plan & Trust surged - up 46.1% during 2022, from $5M to $7M. Reported net income was $1M.
How have Mindful Health Solutions plan assets changed over time?
Across 3 plan years on file (2022-2024), Mindful Health Solutions's sponsor-wide assets grew 109.0%, from $7M to $14M.
Which 401(k) plans are similar in size to Mhs-Tms 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Success Mortgage Partners, Inc. 401(k) Plan in MI ($7M, 761 participants).
Which 401(k) plans cover a similar participant headcount to Mhs-Tms 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Huron Community Bank 401(k) Plan in MI (58 participants, $4M in assets).