401(k) · DOL Form 5500 · 2023

Hea Clinic, P.a. Dba Houston Eye Associates 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
553
Participants Below avg headcount
88th
Percentile by assets National rank
$111,566
Avg per participant Below avg balance/head
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Official DOL plan name: Hea Clinic, P.a. 401(k) Plan · Sponsored by Hea Clinic, P.a. Dba Houston Eye Associates · Texas · Healthcare & Social Assistance

$62M in assets, 553 participants

Hea Clinic, P.a. Dba Houston Eye Associates's Hea Clinic, P.a. 401(k) Plan reported $62M in total assets and 553 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,814 in Healthcare & Social Assistance (17,684 peers)

Where Hea Clinic, P.a. 401(k) Plan sits by assets

Hea Clinic, P.a. 401(k) Plan sits in the top quartile of all filed plans by assets, $62M for 553 participants (~$111,566/participant), up 11.1% in 2023.

#15,814
in Healthcare & Social Assistance (17,684 peers)
+11.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Hea Clinic, P.a. 401(k) Plan's outsized position by total assets

Hea Clinic, P.a. 401(k) Plan vs every filed plan by assets

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

$61,696,243 Top 12% higher than 88% 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

Hea Clinic, P.a. 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. Hea Clinic, P.a. 401(k) Plan sits mid-pack in the medium band (553 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hea Clinic, P.a. 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Hea Clinic, P.a. 401(k) Plan end-of-year assets rose from $56M in the plan year 2022 filing to $62M in the plan year 2023 filing.
  • Hea Clinic, P.a. 401(k) Plan reported participants fell from 578 in the plan year 2022 filing to 553 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 760512625 · Hea Clinic, P.a. Dba Houston Eye Associates PY 2023 · 401(k)

Hea Clinic, P.a. 401(k) Plan · $62M · 553 · 88th

  • PHOTO $62M
  • IND 553
  • EOY 88th
  • 5500 401(k)
  • ASSETS near Stg International, Inc. 401(k) Retirement Savings Plan
  • PCT ind #15814

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 →

Hea Clinic, P.a. 401(k) Plan in the asset neighbourhood

Newman Technology, Inc. 401(k) Savings & Retirement PlanNewman Technology, Inc. 401(…$62MHea Clinic, P.a. 401(k) Plan$62MStg International, Inc. 401(k) Retirement Savings PlanStg International, Inc. 401(…$62MNorth American Dental Management, LLC 401(k) PlanNorth American Dental Manage…$62MCapehart & Scatchard, P.a. Retirement Savings PlanCapehart & Scatchard, P.a. R…$62M
End-of-year total assets ($M) among Hea Clinic, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$62M
Net Income$6M
Employer EIN760512625
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hea Clinic, P.a. Dba Houston Eye Associates)

Sponsor-wide plan assets over time

All Hea Clinic, P.a. Dba Houston Eye Associates plans reported in each filing year

Latest sponsor-wide plan assets
$66M 19.69709824467788% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.5M $66.5M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 578 $56M
2023 1 553 $62M
2024 1 544 $66M

Nearby 401(k) Plans in Texas

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

Hea Clinic, P.a. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hea Clinic, P.a. 401(k) Plan, Total assets ($B): 0.061696243 · Participants: 553Hea Clinic, P.a. 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
Hea Clinic, P.a. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Hea Clinic, P.a. 401(k) Plan side-by-side with 3 peers →

Hea Clinic, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Stg International, Inc. 401(k) Retirement Savings Plan in VA ($62M); by covered participants it is Gdh Consulting, Inc. 401(k) Plan in OK (553 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (553 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 Hea Clinic, P.a. 401(k) Plan assets move in 2023? ▼
Hea Clinic, P.a. 401(k) Plan grew at a solid clip - up 11.1% during 2023, from $56M to $62M. Reported net income was $6M.
How have Hea Clinic, P.a. Dba Houston Eye Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hea Clinic, P.a. Dba Houston Eye Associates's sponsor-wide assets grew 19.7%, from $56M to $66M.
Where does Hea Clinic, P.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Hea Clinic, P.a. 401(k) Plan ranks in the 88th 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 Hea Clinic, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stg International, Inc. 401(k) Retirement Savings Plan in VA ($62M, 1,551 participants).
Which 401(k) plans cover a similar participant headcount to Hea Clinic, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gdh Consulting, Inc. 401(k) Plan in OK (553 participants, $16M 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 760512625.

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.