401(k) · DOL Form 5500 · 2022

Heath Consultants Incorporated 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
1,057
Participants Near avg headcount
78th
Percentile by assets National rank
$19,546
Avg per participant Low balance/head
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Official DOL plan name: Heath Consultants Incorporated Profit Sharing & Retirement Plan · Sponsored by Heath Consultants Incorporated · Texas · Professional & Technical Services

$21M in assets, 1,057 participants

Heath Consultants Incorporated's Heath Consultants Incorporated Profit Sharing & Retirement Plan reported $21M in total assets and 1,057 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,811 in Professional & Technical Services (21,562 peers)

Where Heath Consultants Incorporated Profit Sharing & Retirement Plan sits by assets

Heath Consultants Incorporated Profit Sharing & Retirement Plan sits in the top quartile of all filed plans by assets, $21M for 1,057 participants (~$19,546/participant), down 27.4% in 2022.

#16,811
in Professional & Technical Services (21,562 peers)
-27.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heath Consultants Incorporated Profit Sharing & Retirement Plan's outsized position by total assets

Heath Consultants Incorporated Profit Sharing & Retirement Plan vs every filed plan by assets

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

$20,660,479 Top 22% higher than 78% 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

Heath Consultants Incorporated Profit Sharing & Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heath Consultants Incorporated Profit Sharing & Retirement Plan lands in the large band (1,057 participants).

Plan-year Form 5500 strip

Filing strip 042144731 · Heath Consultants Incorporated PY 2022 · 401(k)

Heath Consultants Incorporated Profit Sharing & Retirement Plan · $21M · 1,057 · 78th

  • EOY $21M
  • 5500 1,057
  • ASSETS 78th
  • PCT 401(k)
  • EIN near Bitzer US, Inc. 401(k) Profit Sharing Plan
  • RANK ind #16811

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 Professional & Technical Services retirement plans → · Plans in Texas →

Heath Consultants Incorporated Profit Sharing & Retirement Plan in the asset neighbourhood

Heath Consultants Incorporated Profit Sharing & Retirement PlanHeath Consultants Incorporat…$21MBitzer US, Inc. 401(k) Profit Sharing PlanBitzer US, Inc. 401(k) Profi…$21MKlarna 401(k) Plan$21MDynalec Corporation Profit Sharing 401(k) PlanDynalec Corporation Profit S…$21MIntradeco Retirement & Savings PlanIntradeco Retirement & Savin…$21M
End-of-year total assets ($M) among Heath Consultants Incorporated Profit Sharing & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$21M
Net Income-$8M
Employer EIN042144731
Plan Effective Date1982-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heath Consultants Incorporated)

Sponsor-wide plan assets over time

All Heath Consultants Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$26M 23.458033088197038% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $20.7M $25.5M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 1,057 $21M
2023 1 1,219 $23M
2024 1 1,158 $26M

Nearby 401(k) Plans in Texas

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

Heath Consultants Incorporated Profit Sharing & Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Heath Consultants Incorporated Profit Sharing & Retirement Plan, Total assets ($B): 0.020660479 · Participants: 1057Heath Consultants Incorporated Profit Sharing & Retirement 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
Heath Consultants Incorporated Profit Sharing & Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heath Consultants Incorporated Profit Sharing & Retirement Plan side-by-side with 3 peers →

Heath Consultants Incorporated Profit Sharing & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bitzer US, Inc. 401(k) Profit Sharing Plan in GA ($21M); by covered participants it is Scripps Clinic Medical Group, Inc. Retirement Savings Plan in CA (1,057 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,057 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 Heath Consultants Incorporated Profit Sharing & Retirement Plan assets move in 2022? ▼
Heath Consultants Incorporated Profit Sharing & Retirement Plan declined sharply - down 27.4% during 2022, from $28M to $21M. Reported net income was -$8M.
How have Heath Consultants Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heath Consultants Incorporated's sponsor-wide assets grew 23.5%, from $21M to $26M.
Where does Heath Consultants Incorporated Profit Sharing & Retirement Plan rank by assets among Form 5500 filers? ▼
Heath Consultants Incorporated Profit Sharing & Retirement Plan ranks in the 78th 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 Heath Consultants Incorporated Profit Sharing & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bitzer US, Inc. 401(k) Profit Sharing Plan in GA ($21M, 218 participants).
Which 401(k) plans cover a similar participant headcount to Heath Consultants Incorporated Profit Sharing & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Scripps Clinic Medical Group, Inc. Retirement Savings Plan in CA (1,057 participants, $661M 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 042144731.

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.