401(k) · DOL Form 5500 · 2023

Hazel Health, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
170
Participants Small participant base
50th
Percentile by assets National rank
$39,609
Avg per participant Low balance/head
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Official DOL plan name: Hazel Health, Inc. 401(k) Plan · Sponsored by Hazel Health, Inc. · Texas · Professional & Technical Services

$7M in assets, 170 participants

Hazel Health, Inc.'s Hazel Health, Inc. 401(k) Plan reported $7M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,873 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Hazel Health, Inc. 401(k) Plan covers 170 participants in Texas, about 25% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#9,873
in Professional & Technical Services (20,321 peers)
+128.4%
assets growth YoY

Hazel Health, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$6,733,596 Top 50% higher than 50% of 127,068 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 2023

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

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hazel Health, Inc. 401(k) Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hazel Health, Inc. 401(k) Plan reported net income rose from $319K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Hazel Health, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Hazel Health, Inc. 401(k) Plan reported participants rose from 158 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 475250409 · Hazel Health, Inc. PY 2023 · 401(k)

Hazel Health, Inc. 401(k) Plan · $7M · 170 · 50th

  • EBSA $7M
  • PART 170
  • TYPE 50th
  • NET 401(k)
  • BOOK near Hassett Hardware 401(k) Profit Sharing Plan
  • VS-ST ind #9873

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 →

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

Hazel Health, Inc. 401(k) PlanHazel Health, Inc. 401(k) Pl…$7MHassett Hardware 401(k) Profit Sharing PlanHassett Hardware 401(k) Prof…$7MJeffco Fibres, Inc. 401(k) PlanJeffco Fibres, Inc. 401(k) P…$7MBiolog, Inc. 401(k) Retirement PlanBiolog, Inc. 401(k) Retireme…$7MEmployee Benefit Plan of Northwestern University Settlement AssociationEmployee Benefit Plan of Nor…$7M
End-of-year total assets ($M) among Hazel Health, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$7M
Net Income$4M
Employer EIN475250409
Plan Effective Date2022-10-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Hazel Health, Inc.)

Sponsor-wide plan assets over time

All Hazel Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 263.5560570771354% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $2.95M $10.7M ▲ +263.4%
Year Plans Participants Total Assets
2022 1 158 $3M
2023 1 170 $7M
2024 1 221 $11M

Nearby 401(k) Plans in Texas

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

Hazel Health, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hazel Health, Inc. 401(k) Plan, Total assets ($B): 0.006733596 · Participants: 170Hazel Health, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Hazel Health, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Hazel Health, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Hassett Hardware 401(k) Profit Sharing Plan in CA ($7M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 participants); asset peers above are excluded.

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 Hazel Health, Inc. 401(k) Plan assets move in 2023? ▼
Hazel Health, Inc. 401(k) Plan surged - up 128.4% during 2023, from $3M to $7M. Reported net income was $4M.
How have Hazel Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hazel Health, Inc.'s sponsor-wide assets grew 263.6%, from $3M to $11M.
Which 401(k) plans are similar in size to Hazel Health, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hassett Hardware 401(k) Profit Sharing Plan in CA ($7M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Hazel Health, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 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 475250409.

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.