401(k) · DOL Form 5500 · 2023

Healthtrackrx, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
349
Participants Below avg headcount
58th
Percentile by assets National rank
$28,379
Avg per participant Low balance/head
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Official DOL plan name: Healthtrackrx 401(k) Retirement Plan · Sponsored by Healthtrackrx, LLC · Texas · Healthcare & Social Assistance

$10M in assets, 349 participants

Healthtrackrx, LLC's Healthtrackrx 401(k) Retirement Plan reported $10M in total assets and 349 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,322 in Healthcare & Social Assistance (17,684 peers)

Healthtrackrx, LLC multi-year trail

Healthtrackrx, LLC's plans moved +156.4% in assets from 2022 to 2024; this filing shows Healthtrackrx 401(k) Retirement Plan at $10M / 349 participants.

#11,322
in Healthcare & Social Assistance (17,684 peers)
+61.5%
assets growth YoY

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

Healthtrackrx 401(k) Retirement Plan vs every filed plan by assets

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

$9,904,148 Top 42% higher than 58% 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

Healthtrackrx 401(k) Retirement 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. Healthtrackrx 401(k) Retirement Plan sits mid-pack in the medium band (349 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Healthtrackrx 401(k) Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Healthtrackrx 401(k) Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Healthtrackrx 401(k) Retirement Plan reported participants rose from 276 in the plan year 2022 filing to 349 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 474866213 · Healthtrackrx, LLC PY 2023 · 401(k)

Healthtrackrx 401(k) Retirement Plan · $10M · 349 · 58th

  • BOY $10M
  • SCH 349
  • EBSA 58th
  • PART 401(k)
  • TYPE near Spurlock Runyan Miller & Associates LLP 401-(K) Profit Sharing Plan
  • NET ind #11322

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 →

Healthtrackrx 401(k) Retirement Plan in the asset neighbourhood

Esentire America 401(k) Profit Sharing PlanEsentire America 401(k) Prof…$10MBrooklyn Brewery Corp. 401(k) Profit Sharing Plan and TrustBrooklyn Brewery Corp. 401(k…$10MHealthtrackrx 401(k) Retirement PlanHealthtrackrx 401(k) Retirem…$10MSpurlock Runyan Miller & Associates LLP 401-(K) Profit Sharing PlanSpurlock Runyan Miller & Ass…$10MThe Winrock Group, Inc. 401(k) Retirement Savings Plan and TrustThe Winrock Group, Inc. 401(…$10M
End-of-year total assets ($M) among Healthtrackrx 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Healthtrackrx, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Healthtrackrx, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 156.38952108856714% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.13M $15.7M ▲ +156.6%
Year Plans Participants Total Assets
2022 1 276 $6M
2023 1 349 $10M
2024 1 375 $16M

Healthtrackrx, LLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN474866213
Plan Effective Date2013-09-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Healthtrackrx 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Healthtrackrx 401(k) Retirement Plan, Total assets ($B): 0.009904148 · Participants: 349Healthtrackrx 401(k) Retirement 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
Healthtrackrx 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Healthtrackrx 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Spurlock Runyan Miller & Associates LLP 401-(K) Profit Sharing Plan in WI ($10M); by covered participants it is Csc Investments, LLC 401(k) Plan in TN (349 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (349 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 Healthtrackrx 401(k) Retirement Plan assets move in 2023? ▼
Healthtrackrx 401(k) Retirement Plan surged - up 61.5% during 2023, from $6M to $10M. Reported net income was $4M.
How have Healthtrackrx, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthtrackrx, LLC's sponsor-wide assets grew 156.4%, from $6M to $16M.
Which 401(k) plans are similar in size to Healthtrackrx 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spurlock Runyan Miller & Associates LLP 401-(K) Profit Sharing Plan in WI ($10M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Healthtrackrx 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Csc Investments, LLC 401(k) Plan in TN (349 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 474866213.

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.