401(k) · DOL Form 5500 · 2023

Catalyst Health Group Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
315
Participants Below avg headcount
58th
Percentile by assets National rank
$30,529
Avg per participant Low balance/head
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Official DOL plan name: Catalyst Health Group Holdings 401(k) Plan · Sponsored by Catalyst Health Group Holdings, LLC · Texas · Professional & Technical Services

$10M in assets, 315 participants

Catalyst Health Group Holdings, LLC's Catalyst Health Group Holdings 401(k) Plan reported $10M in total assets and 315 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.

  • #11,418 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Catalyst Health Group Holdings 401(k) Plan covers 315 participants in Texas, about 46% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#11,418
in Professional & Technical Services (20,321 peers)
+44.3%
assets growth YoY

Catalyst Health Group Holdings 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Catalyst Health Group Holdings 401(k) Plan vs every filed plan by assets

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

$9,616,651 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

Catalyst Health Group Holdings 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. Catalyst Health Group Holdings 401(k) Plan sits mid-pack in the medium band (315 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catalyst Health Group Holdings 401(k) Plan reported net income rose from $643K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Catalyst Health Group Holdings 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Catalyst Health Group Holdings 401(k) Plan reported participants rose from 265 in the plan year 2022 filing to 315 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 475248531 · Catalyst Health Group Holdings, LLC PY 2023 · 401(k)

Catalyst Health Group Holdings 401(k) Plan · $10M · 315 · 58th

  • TYPE $10M
  • TYPE 315
  • TYPE 58th
  • TYPE 401(k)
  • TYPE near Liv Communities 401(k) Profit Sharing Plan
  • TYPE ind #11418

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 →

Catalyst Health Group Holdings 401(k) Plan in the asset neighbourhood

Catalyst Health Group Holdings 401(k) PlanCatalyst Health Group Holdin…$10MLiv Communities 401(k) Profit Sharing PlanLiv Communities 401(k) Profi…$10MMoroso Performance Products, Inc 401(k) Profit Sharing PlanMoroso Performance Products,…$10MBaird Brothers Sawmill, Inc. Profit Sharing PlanBaird Brothers Sawmill, Inc.…$10MBranch Financial 401(k) Plan$10M
End-of-year total assets ($M) among Catalyst Health Group Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN475248531
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catalyst Health Group Holdings, LLC)

Sponsor-wide plan assets over time

All Catalyst Health Group Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $6.67M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 265 $7M
2023 1 315 $10M
2024 1 392 N/A

Nearby 401(k) Plans in Texas

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

Catalyst Health Group Holdings 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Catalyst Health Group Holdings 401(k) Plan, Total assets ($B): 0.009616651 · Participants: 315Catalyst Health Group Holdings 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
Catalyst Health Group Holdings 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Catalyst Health Group Holdings 401(k) Plan side-by-side with 3 peers →

Catalyst Health Group Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Liv Communities 401(k) Profit Sharing Plan in MI ($10M); by covered participants it is Surefire, LLC 401(k) Plan in CA (315 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (315 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 Catalyst Health Group Holdings 401(k) Plan assets move in 2023? ▼
Catalyst Health Group Holdings 401(k) Plan surged - up 44.3% during 2023, from $7M to $10M. Reported net income was $3M.
Which 401(k) plans are similar in size to Catalyst Health Group Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Liv Communities 401(k) Profit Sharing Plan in MI ($10M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Catalyst Health Group Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surefire, LLC 401(k) Plan in CA (315 participants, $20M 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 475248531.

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.