401(k) · DOL Form 5500 · 2023

Heath Home Services 401(k) Plan

Data updated 2026-08-25

$376K
Total assets Small plan by assets: 2
Participants Small participant base: 16th
Percentile by assets National rank: $187,967
Avg per participant Above avg balance/head

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Official DOL plan name: Heath Home Services Retirement Plan · Sponsored by Heath Home Services · Indiana · Food Services & Accommodation

$376K in assets, 2 participants

Heath Home Services's Heath Home Services Retirement Plan reported $376K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

#1,585 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Heath Home Services Retirement Plan ranks #1,585 of 3,828 2023 filers by assets (5204% of the sector average)-$376K for 2 participants.

#1,585
in Food Services & Accommodation (3,828 peers): +0.6%
assets growth YoY

Heath Home Services Retirement Plan among the smaller filed plans by assets

Heath Home Services Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$375,933 16th percentile higher than 16% of 127,068 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Heath Home Services Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heath Home Services Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Heath Home Services Retirement Plan reported net income rose from $1K in the plan year 2022 filing to $2K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 821644757 · Heath Home Services PY 2023 · 401(k)

Heath Home Services Retirement Plan · $376K · 2 · 16th

EBSA $376K
EBSA 2
EBSA 16th
EBSA 401(k)
EBSA near Newpath Management LP 401(k) Profit Sharing Plan & Trust
EBSA ind #1585

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 Food Services & Accommodation retirement plans → · Plans in Indiana →

End-of-year total assets ($M) among Heath Home Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	$374K
Net Assets (End of Year)	$376K
Net Income	$2K
Employer EIN	821644757
Plan Effective Date	2017-05-24
Filing Status	FILING RECEIVED

Sponsor Plan History (Heath Home Services)

Latest sponsor-wide plan assets: $372K 0.3307218083740046% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$374K
2023	1	2	$376K
2024	1	2	$372K

Nearby 401(k) Plans in Indiana

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

Heath Home Services Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $11.1B · 17,583
Elevance Health 401(k) Plan $11.0B · 76,590
Cummins Retirement and Savings Plan $5.7B · 28,381
Iu Health 401(k) Savings Plan $3.9B · 38,575
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015

Compare Heath Home Services Retirement Plan side-by-side with 3 peers →

Heath Home Services Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Newpath Management LP 401(k) Profit Sharing Plan & Trust in MA ($376K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($376K here).

Newpath Management LP 401(k) Profit Sharing Plan & Trust (MA) $376K · 7
The Maxhenry Project, Inc. 401(k) Profit Sharing Plan (WA) $376K · 12
Laura a. Ballinger, Dds 401(k) Plan (OK) $376K · 3
Skwints Corp. 401(k) Profit Sharing Plan (CA) $376K · 8

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heath Home Services Retirement Plan assets move in 2023? ▼

Heath Home Services Retirement Plan held essentially flat - up 0.6% during 2023, from $374K to $376K. Reported net income was $2K.

How have Heath Home Services plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Heath Home Services's sponsor-wide assets declined 0.3%, from $374K to $372K.

Where does Heath Home Services Retirement Plan rank by assets among Form 5500 filers? ▼

Heath Home Services Retirement Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Heath Home Services Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Newpath Management LP 401(k) Profit Sharing Plan & Trust in MA ($376K, 7 participants).

Which 401(k) plans cover a similar participant headcount to Heath Home Services Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 821644757.