401(k) · DOL Form 5500 · 2023

Helio Health, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
921
Participants Near avg headcount
72nd
Percentile by assets National rank
$20,762
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Helio Health, Inc. Savings and Retirement Plan · Sponsored by Helio Health, Inc. · New York · Healthcare & Social Assistance

$19M in assets, 921 participants

Helio Health, Inc.'s Helio Health, Inc. Savings and Retirement Plan reported $19M in total assets and 921 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,502 in Healthcare & Social Assistance (17,684 peers)

Helio Health, Inc. multi-year trail

Helio Health, Inc.'s plans moved +45.8% in assets from 2022 to 2024; this filing shows Helio Health, Inc. Savings and Retirement Plan at $19M / 921 participants.

#13,502
in Healthcare & Social Assistance (17,684 peers)
+26.5%
assets growth YoY

Helio Health, Inc. Savings and Retirement Plan's outsized position by total assets

Helio Health, Inc. Savings and Retirement Plan vs every filed plan by assets

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

$19,121,529 Top 28% higher than 72% 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

Helio Health, Inc. Savings and 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. Helio Health, Inc. Savings and Retirement Plan sits mid-pack in the medium band (921 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helio Health, Inc. Savings and Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Helio Health, Inc. Savings and Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Helio Health, Inc. Savings and Retirement Plan reported participants rose from 765 in the plan year 2022 filing to 921 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 150532288 · Helio Health, Inc. PY 2023 · 401(k)

Helio Health, Inc. Savings and Retirement Plan · $19M · 921 · 72nd

  • EBSA $19M
  • PART 921
  • TYPE 72nd
  • NET 401(k)
  • BOOK near Aac Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #13502

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 New York →

Helio Health, Inc. Savings and Retirement Plan in the asset neighbourhood

Helio Health, Inc. Savings and Retirement PlanHelio Health, Inc. Savings a…$19MAac Inc. 401(k) Profit Sharing PlanAac Inc. 401(k) Profit Shari…$19MBizlink Group 401(k) Plan$19MThe Bulfinch Companies, Inc. 401(k) Plan and TrustThe Bulfinch Companies, Inc.…$19MConnecticut Hospital Association and Affiliates 401(k) PlanConnecticut Hospital Associa…$19M
End-of-year total assets ($M) among Helio Health, Inc. Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Helio Health, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Helio Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 45.79956776722482% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.1M $22M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 765 $15M
2023 1 921 $19M
2024 1 979 $22M

Helio Health, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN150532288
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Helio Health, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Helio Health, Inc. Savings and Retirement Plan, Total assets ($B): 0.019121529 · Participants: 921Helio Health, Inc. Savings and Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Helio Health, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Helio Health, Inc. Savings and Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Aac Inc. 401(k) Profit Sharing Plan in VA ($19M); by covered participants it is Westmont Living 401(k) Plan in CA (921 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (921 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 Helio Health, Inc. Savings and Retirement Plan assets move in 2023? ▼
Helio Health, Inc. Savings and Retirement Plan grew sharply - up 26.5% during 2023, from $15M to $19M. Reported net income was $4M.
How have Helio Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helio Health, Inc.'s sponsor-wide assets grew 45.8%, from $15M to $22M.
Which 401(k) plans are similar in size to Helio Health, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aac Inc. 401(k) Profit Sharing Plan in VA ($19M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Helio Health, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Westmont Living 401(k) Plan in CA (921 participants, $9M 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 150532288.

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.