401(k) · DOL Form 5500 · 2023

Heath Consultants Incorporated 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
1,219
Participants Near avg headcount
75th
Percentile by assets National rank
$19,190
Avg per participant Low balance/head
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Official DOL plan name: Heath Consultants Incorporated Profit Sharing & Retirement Plan · Sponsored by Heath Consultants Incorporated · Texas · Professional & Technical Services

$23M in assets, 1,219 participants

Heath Consultants Incorporated's Heath Consultants Incorporated Profit Sharing & Retirement Plan reported $23M in total assets and 1,219 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,364 in Professional & Technical Services (20,321 peers)

Where Heath Consultants Incorporated Profit Sharing & Retirement Plan sits by assets

Heath Consultants Incorporated Profit Sharing & Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 1,219 participants (~$19,190/participant), up 13.2% in 2023.

#15,364
in Professional & Technical Services (20,321 peers)
+13.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Heath Consultants Incorporated Profit Sharing & Retirement Plan's outsized position by total assets

Heath Consultants Incorporated Profit Sharing & Retirement Plan vs every filed plan by assets

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

$23,392,394 Top 25% higher than 75% 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

Heath Consultants Incorporated Profit Sharing & Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heath Consultants Incorporated Profit Sharing & Retirement Plan lands in the large band (1,219 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heath Consultants Incorporated Profit Sharing & Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Heath Consultants Incorporated Profit Sharing & Retirement Plan reported participants rose from 1,057 in the plan year 2022 filing to 1,219 in the plan year 2023 filing.
  • Heath Consultants Incorporated Profit Sharing & Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042144731 · Heath Consultants Incorporated PY 2023 · 401(k)

Heath Consultants Incorporated Profit Sharing & Retirement Plan · $23M · 1,219 · 75th

  • TYPE $23M
  • NET 1,219
  • BOOK 75th
  • VS-ST 401(k)
  • BOY near The Plote Companies 401(k) Plan
  • SCH ind #15364

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 →

Heath Consultants Incorporated Profit Sharing & Retirement Plan in the asset neighbourhood

Heath Consultants Incorporated Profit Sharing & Retirement PlanHeath Consultants Incorporat…$23MThe Plote Companies 401(k) PlanThe Plote Companies 401(k) P…$23MN.a. Mans & Sons Inc. 401(k) PlanN.a. Mans & Sons Inc. 401(k)…$23MImperial Clinical Research Services, LLC Retirement ProgramImperial Clinical Research S…$23MGolftec 401(k) Plan$23M
End-of-year total assets ($M) among Heath Consultants Incorporated Profit Sharing & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN042144731
Plan Effective Date1982-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heath Consultants Incorporated)

Sponsor-wide plan assets over time

All Heath Consultants Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$26M 23.458033088197038% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $20.7M $25.5M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 1,057 $21M
2023 1 1,219 $23M
2024 1 1,158 $26M

Nearby 401(k) Plans in Texas

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

Heath Consultants Incorporated Profit Sharing & Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Heath Consultants Incorporated Profit Sharing & Retirement Plan, Total assets ($B): 0.023392394 · Participants: 1219Heath Consultants Incorporated Profit Sharing & 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
Heath Consultants Incorporated Profit Sharing & Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heath Consultants Incorporated Profit Sharing & Retirement Plan side-by-side with 3 peers →

Heath Consultants Incorporated Profit Sharing & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Plote Companies 401(k) Plan in IL ($23M); by covered participants it is Boardwalk Pipeline Partners, LP Savings Plan in KY (1,219 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,219 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 Heath Consultants Incorporated Profit Sharing & Retirement Plan assets move in 2023? ▼
Heath Consultants Incorporated Profit Sharing & Retirement Plan grew at a solid clip - up 13.2% during 2023, from $21M to $23M. Reported net income was $3M.
How have Heath Consultants Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heath Consultants Incorporated's sponsor-wide assets grew 23.5%, from $21M to $26M.
Where does Heath Consultants Incorporated Profit Sharing & Retirement Plan rank by assets among Form 5500 filers? ▼
Heath Consultants Incorporated Profit Sharing & Retirement Plan ranks in the 75th 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 Heath Consultants Incorporated Profit Sharing & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Plote Companies 401(k) Plan in IL ($23M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Heath Consultants Incorporated Profit Sharing & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boardwalk Pipeline Partners, LP Savings Plan in KY (1,219 participants, $410M 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 042144731.

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.