401(k) · DOL Form 5500 · 2022
Helio Health, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 765
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $19,753
- Avg per participant Low balance/head
Official DOL plan name: Helio Health, Inc. Savings and Retirement Plan · Sponsored by Helio Health, Inc. · New York · Healthcare & Social Assistance
$15M in assets, 765 participants
Helio Health, Inc.'s Helio Health, Inc. Savings and Retirement Plan reported $15M in total assets and 765 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #15,481 in Healthcare & Social Assistance (20,060 peers)
Helio Health, Inc. multi-year trail
Helio Health, Inc.'s plans moved +45.8% in assets from 2022 to 2024; this filing shows Helio Health, Inc. Savings and Retirement Plan at $15M / 765 participants.
- #15,481
- in Healthcare & Social Assistance (20,060 peers)
- -13.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Helio Health, Inc. Savings and Retirement Plan's outsized position by total assets
Helio Health, Inc. Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,111,302 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Helio Health, Inc. Savings and Retirement 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. Helio Health, Inc. Savings and Retirement Plan sits mid-pack in the medium band (765 participants).
DOL schedule card
Filing strip 150532288 · Helio Health, Inc. PY 2022 · 401(k)
Helio Health, Inc. Savings and Retirement Plan · $15M · 765 · 73rd
- BOOK $15M
- VS-ST 765
- BOY 73rd
- SCH 401(k)
- EBSA near Apartment Services, Inc. 401(k) Savings and Retirement Plan
- PART ind #15481
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 New York →
Helio Health, Inc. Savings and Retirement Plan in the asset neighbourhood
Helio Health, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Helio Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 45.79956776722482% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 765 | $15M |
| 2023 | 1 | 921 | $19M |
| 2024 | 1 | 979 | $22M |
Helio Health, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$2M |
| Employer EIN | 150532288 |
| Plan Effective Date | 1996-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Helio Health, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Apartment Services, Inc. 401(k) Savings and Retirement Plan in MD ($15M); by covered participants it is All-Star Transportation 401(k) Profit Sharing Retirement Plan in CT (765 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Apartment Services, Inc. 401(k) Savings and Retirement Plan (MD) $15M · 367
- Cavender Companies 401(k) Plan (TX) $15M · 427
- Met-Con Companies 401(k) Plan (MN) $15M · 206
- Blacksky Holdings, Inc. (VA) $15M · 209
Similar participant headcount
Nearest other-state filings by covered participants (765 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.