401(k) · DOL Form 5500 · 2022

Soleo Health Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
770
Participants Near avg headcount
79th
Percentile by assets National rank
$29,045
Avg per participant Low balance/head
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Official DOL plan name: Soleo Health Holdings, Inc. 401(k) Plan · Sponsored by Soleo Health Holdings, Inc. · Texas · Retail Trade

$22M in assets, 770 participants

Soleo Health Holdings, Inc.'s Soleo Health Holdings, Inc. 401(k) Plan reported $22M in total assets and 770 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #8,349 in Retail Trade (9,519 peers)

Where Soleo Health Holdings, Inc. 401(k) Plan sits by assets

Soleo Health Holdings, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $22M for 770 participants (~$29,045/participant), up 9.7% in 2022.

#8,349
in Retail Trade (9,519 peers)
+9.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Soleo Health Holdings, Inc. 401(k) Plan's outsized position by total assets

Soleo Health Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$22,364,991 Top 21% higher than 79% 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

Soleo Health Holdings, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Soleo Health Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (770 participants).

EBSA filing schedule strip

Filing strip 112962027 · Soleo Health Holdings, Inc. PY 2022 · 401(k)

Soleo Health Holdings, Inc. 401(k) Plan · $22M · 770 · 79th

  • SCH $22M
  • EBSA 770
  • PART 79th
  • TYPE 401(k)
  • NET near Titan Tire Corporation Savings Plan
  • BOOK ind #8349

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 Retail Trade retirement plans → · Plans in Texas →

Soleo Health Holdings, Inc. 401(k) Plan in the asset neighbourhood

Richards Industrials, Inc. Profit Sharing Retirement PlanRichards Industrials, Inc. P…$22MDominion Diagnostics, LLC 401(k) PlanDominion Diagnostics, LLC 40…$22MSoleo Health Holdings, Inc. 401(k) PlanSoleo Health Holdings, Inc. …$22MTitan Tire Corporation Savings PlanTitan Tire Corporation Savin…$22MAdelphoi USA, Inc. Tax Deferred Annuity PlanAdelphoi USA, Inc. Tax Defer…$22M
End-of-year total assets ($M) among Soleo Health Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN112962027
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Soleo Health Holdings, Inc.)

Sponsor-wide plan assets over time

All Soleo Health Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 87.67069926386289% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $22.4M $42M ▲ +87.7%
Year Plans Participants Total Assets
2022 1 770 $22M
2023 1 1,000 $32M
2024 1 949 $42M

Nearby 401(k) Plans in Texas

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

Soleo Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Soleo Health Holdings, Inc. 401(k) Plan, Total assets ($B): 0.022364991 · Participants: 770Soleo Health Holdings, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Soleo Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Soleo Health Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Soleo Health Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Titan Tire Corporation Savings Plan in IL ($22M); by covered participants it is The Maschhoffs 401(k) Plan in IL (770 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (770 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 Soleo Health Holdings, Inc. 401(k) Plan assets move in 2022? ▼
Soleo Health Holdings, Inc. 401(k) Plan grew at a solid clip - up 9.7% during 2022, from $20M to $22M. Reported net income was $2M.
How have Soleo Health Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Soleo Health Holdings, Inc.'s sponsor-wide assets grew 87.7%, from $22M to $42M.
Where does Soleo Health Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Soleo Health Holdings, Inc. 401(k) Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Soleo Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Titan Tire Corporation Savings Plan in IL ($22M, 703 participants).
Which 401(k) plans cover a similar participant headcount to Soleo Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Maschhoffs 401(k) Plan in IL (770 participants, $34M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112962027.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.