401(k) · DOL Form 5500 · 2022

Genova Health, LLC 401(k) Plan

Data updated 2026-08-25

$248K
Total assets Small plan by assets
894
Participants Near avg headcount
12th
Percentile by assets National rank
$278
Avg per participant Low balance/head
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Official DOL plan name: Family Tree 401(k) Plan · Sponsored by Genova Health, LLC · Texas · Healthcare & Social Assistance

$248K in assets, 894 participants

Genova Health, LLC's Family Tree 401(k) Plan reported $248K in total assets and 894 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,727 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Family Tree 401(k) Plan surged 212.4% in 2022 ($79K → $248K) for 894 participants.

#1,727
in Healthcare & Social Assistance (20,060 peers)
+212.4%
assets growth YoY

Family Tree 401(k) Plan among the smaller filed plans by assets

Family Tree 401(k) Plan vs every filed plan by assets

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

$248,283 12th percentile higher than 12% 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

Family Tree 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. Family Tree 401(k) Plan sits mid-pack in the medium band (894 participants).

Form 5500 schedule snapshot

Filing strip 453389528 · Genova Health, LLC PY 2022 · 401(k)

Family Tree 401(k) Plan · $248K · 894 · 12th

  • NET $248K
  • NET 894
  • NET 12th
  • NET 401(k)
  • NET near Reusable Inc. 401(k) Plan
  • NET ind #1727

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 Texas →

Family Tree 401(k) Plan in the asset neighbourhood

Family Tree 401(k) Plan$248KReusable Inc. 401(k) Plan$248KMensura Capital LLC 401(k) Profit Sharing Plan & TrustMensura Capital LLC 401(k) P…$248KVerve Coffee Roasters 401(k) PlanVerve Coffee Roasters 401(k)…$248KMiami Community Charter School 401(k) PlanMiami Community Charter Scho…$248K
End-of-year total assets ($M) among Family Tree 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$79K
Net Assets (End of Year)$226K
Net Income$146K
Employer EIN453389528
Plan Effective Date2021-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Family Tree 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Family Tree 401(k) Plan, Total assets ($B): 0.000248283 · Participants: 894Family Tree 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
Family Tree 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Family Tree 401(k) Plan side-by-side with 3 peers →

Family Tree 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Reusable Inc. 401(k) Plan in MA ($248K); by covered participants it is Ophthalmic Consultants of Long Island 401(k) Plan in NY (894 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($248K here).

Similar participant headcount

Nearest other-state filings by covered participants (894 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 Family Tree 401(k) Plan assets move in 2022? ▼
Family Tree 401(k) Plan surged - up 212.4% during 2022, from $79K to $248K. Reported net income was $146K.
Where does Family Tree 401(k) Plan rank by assets among Form 5500 filers? ▼
Family Tree 401(k) Plan ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Family Tree 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reusable Inc. 401(k) Plan in MA ($248K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Family Tree 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ophthalmic Consultants of Long Island 401(k) Plan in NY (894 participants, $48M 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 453389528.

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.