401(k) · DOL Form 5500 · 2023
Htx Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 216
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $70,372
- Avg per participant Below avg balance/head
Official DOL plan name: Htx Holdings Retirement Savings Plan · Sponsored by Htx Holdings, LLC · New York · Professional & Technical Services
$15M in assets, 216 participants
Htx Holdings, LLC's Htx Holdings Retirement Savings Plan reported $15M in total assets and 216 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #13,577 in Professional & Technical Services (20,321 peers)
Coverage in New York
Htx Holdings Retirement Savings Plan covers 216 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $15M.
- #13,577
- in Professional & Technical Services (20,321 peers)
- +20.4%
- assets growth YoY
Htx Holdings Retirement Savings Plan's outsized position by total assets
Htx Holdings Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,200,283 Top 33% higher than 67% 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
Htx Holdings Retirement Savings 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. Htx Holdings Retirement Savings Plan sits mid-pack in the medium band (216 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Htx Holdings Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Htx Holdings Retirement Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Htx Holdings Retirement Savings Plan reported participants fell from 226 in the plan year 2022 filing to 216 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 471486445 · Htx Holdings, LLC PY 2023 · 401(k)
Htx Holdings Retirement Savings Plan · $15M · 216 · 67th
- PART $15M
- PART 216
- PART 67th
- PART 401(k)
- PART near Abbyland Foods, Inc. 401(k) Profit Sharing Plan
- PART ind #13577
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 New York →
Htx Holdings Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 471486445 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Htx Holdings, LLC)
Sponsor-wide plan assets over time
All Htx Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 39.4673640301905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 226 | $13M |
| 2023 | 1 | 216 | $15M |
| 2024 | 1 | 243 | $18M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Htx Holdings Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Abbyland Foods, Inc. 401(k) Profit Sharing Plan in WI ($15M); by covered participants it is Hitachi Rail Honolulu Jv Retirement/Savings Plan in PA (216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Abbyland Foods, Inc. 401(k) Profit Sharing Plan (WI) $15M · 972
- Cp 401(k) Plan (MA) $15M · 77
- Reell Precision Manufacturing Corporation 401(k) Plan (MN) $15M · 118
- Dap Health 401(k) Plan (CA) $15M · 248
Similar participant headcount
Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.
- Hitachi Rail Honolulu Jv Retirement/Savings Plan (PA) 216 · 0 off
- Physicians Care Alliance, LLC 401(k) Plan (AZ) 216 · 0 off
- Superior Credit Union, Inc. 401(k) Plan and Trust (OH) 216 · 0 off
- The Architect 401(k)Plan - Housby Mack, Inc (IA) 216 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.