401(k) · DOL Form 5500 · 2023

Soleo Health Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
1,000
Participants Near avg headcount
80th
Percentile by assets National rank
$32,311
Avg per participant Low balance/head
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Official DOL plan name: Soleo Health Holdings, Inc. 401(k) Plan · Sponsored by Soleo Health Holdings, Inc. · Texas · Retail Trade

$32M in assets, 1,000 participants

Soleo Health Holdings, Inc.'s Soleo Health Holdings, Inc. 401(k) Plan reported $32M in total assets and 1,000 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,445 in Retail Trade (8,414 peers)

Where Soleo Health Holdings, Inc. 401(k) Plan sits by assets

Soleo Health Holdings, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 1,000 participants (~$32,311/participant), up 44.5% in 2023.

#7,445
in Retail Trade (8,414 peers)
+44.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Soleo Health Holdings, Inc. 401(k) Plan's outsized position by total assets

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

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

$32,311,130 Top 20% higher than 80% 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

Soleo Health Holdings, 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. Soleo Health Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (1,000 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Soleo Health Holdings, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Soleo Health Holdings, Inc. 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Soleo Health Holdings, Inc. 401(k) Plan reported participants rose from 770 in the plan year 2022 filing to 1,000 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 112962027 · Soleo Health Holdings, Inc. PY 2023 · 401(k)

Soleo Health Holdings, Inc. 401(k) Plan · $32M · 1,000 · 80th

  • BOY $32M
  • SCH 1,000
  • EBSA 80th
  • PART 401(k)
  • TYPE near Component Assembly Systems, Inc. 401(k) Plan
  • NET ind #7445

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 Retail Trade retirement plans → · Plans in Texas →

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

Soleo Health Holdings, Inc. 401(k) PlanSoleo Health Holdings, Inc. …$32MComponent Assembly Systems, Inc. 401(k) PlanComponent Assembly Systems, …$32MBehler-Young Company Profit Sharing 401(k) PlanBehler-Young Company Profit …$32MThe Angell Pension Group, Inc. Profit Sharing Savings PlanThe Angell Pension Group, In…$32MGreenleaf Nursery Co. 401(k) Profit Sharing PlanGreenleaf Nursery Co. 401(k)…$32M
End-of-year total assets ($M) among Soleo Health Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$32M
Net Income$10M
Employer EIN112962027
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Soleo Health Holdings, Inc.)

Sponsor-wide plan assets over time

All Soleo Health Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 87.67069926386289% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $22.4M $42M ▲ +87.7%
Year Plans Participants Total Assets
2022 1 770 $22M
2023 1 1,000 $32M
2024 1 949 $42M

Nearby 401(k) Plans in Texas

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

Soleo Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Soleo Health Holdings, Inc. 401(k) Plan, Total assets ($B): 0.03231113 · Participants: 1000Soleo Health Holdings, 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
Soleo Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Soleo Health Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Component Assembly Systems, Inc. 401(k) Plan in NY ($32M); by covered participants it is Ua Local 125 Retirement Savings Plan in IA (1,000 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,000 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 Soleo Health Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Soleo Health Holdings, Inc. 401(k) Plan surged - up 44.5% during 2023, from $22M to $32M. Reported net income was $10M.
How have Soleo Health Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Soleo Health Holdings, Inc.'s sponsor-wide assets grew 87.7%, from $22M to $42M.
Where does Soleo Health Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Soleo Health Holdings, Inc. 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Soleo Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Component Assembly Systems, Inc. 401(k) Plan in NY ($32M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Soleo Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ua Local 125 Retirement Savings Plan in IA (1,000 participants, $146M 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 112962027.

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.