401(k) · DOL Form 5500 · 2023

Health Care Group Management, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3,788
Participants Above avg headcount
44th
Percentile by assets National rank
$1,275
Avg per participant Low balance/head
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Official DOL plan name: Outreach Health Services 401(k) Plan · Sponsored by Health Care Group Management, Inc. · Texas · Healthcare & Social Assistance

$5M in assets, 3,788 participants

Health Care Group Management, Inc.'s Outreach Health Services 401(k) Plan reported $5M in total assets and 3,788 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,386 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Outreach Health Services 401(k) Plan covers 3,788 participants in Texas, 5.5x the typical Texas plan (state average ~688 per filing). Assets: $5M.

#8,386
in Healthcare & Social Assistance (17,684 peers)
+7.0%
assets growth YoY

Outreach Health Services 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Outreach Health Services 401(k) Plan vs every filed plan by assets

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

$4,829,953 44th percentile higher than 44% 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

Outreach Health Services 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Outreach Health Services 401(k) Plan lands in the large band (3,788 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Outreach Health Services 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $318K in the plan year 2023 filing.
  • Outreach Health Services 401(k) Plan reported participants fell from 4,216 in the plan year 2022 filing to 3,788 in the plan year 2023 filing.
  • Outreach Health Services 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 752346957 · Health Care Group Management, Inc. PY 2023 · 401(k)

Outreach Health Services 401(k) Plan · $5M · 3,788 · 44th

  • BOY $5M
  • SCH 3,788
  • EBSA 44th
  • PART 401(k)
  • TYPE near Chas G. Allen 401(k) Salary Reduction Plan and Trust
  • NET ind #8386

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 →

Outreach Health Services 401(k) Plan in the asset neighbourhood

Outreach Health Services 401(k) PlanOutreach Health Services 401…$5MChas G. Allen 401(k) Salary Reduction Plan and TrustChas G. Allen 401(k) Salary …$5MThe Yale Club of New York City 401(k) Plan for Non-Union EmployeesThe Yale Club of New York Ci…$5MMarion Construction Company 401(k) Profit Sharing PlanMarion Construction Company …$5MDrw Packing, Inc. 401(k) Plan$5M
End-of-year total assets ($M) among Outreach Health Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$318K
Employer EIN752346957
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Care Group Management, Inc.)

Sponsor-wide plan assets over time

All Health Care Group Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 8.90250099785934% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M 202220232024 $4.51M $4.91M ▲ +8.9%
Year Plans Participants Total Assets
2022 1 4,216 $5M
2023 1 3,788 $5M
2024 1 3,414 $5M

Nearby 401(k) Plans in Texas

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

Outreach Health Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Outreach Health Services 401(k) Plan, Total assets ($B): 0.004829953 · Participants: 3788Outreach Health Services 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
Outreach Health Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Outreach Health Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Chas G. Allen 401(k) Salary Reduction Plan and Trust in MA ($5M); by covered participants it is Akamai Technologies, Inc. 401(k) Plan in MA (3,788 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,788 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 Outreach Health Services 401(k) Plan assets move in 2023?
Outreach Health Services 401(k) Plan grew at a solid clip - up 7.0% during 2023, from $5M to $5M. Reported net income was $318K.
How have Health Care Group Management, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Health Care Group Management, Inc.'s sponsor-wide assets grew 8.9%, from $5M to $5M.
Which 401(k) plans are similar in size to Outreach Health Services 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Chas G. Allen 401(k) Salary Reduction Plan and Trust in MA ($5M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Outreach Health Services 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Akamai Technologies, Inc. 401(k) Plan in MA (3,788 participants, $1.2B in assets).