401(k) · DOL Form 5500 · 2023

Cantata Health Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
128
Participants Small participant base
77th
Percentile by assets National rank
$202,151
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phh 401(k) Plan · Sponsored by Cantata Health Solutions, LLC · Texas · Retail Trade

$26M in assets, 128 participants

Cantata Health Solutions, LLC's Phh 401(k) Plan reported $26M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,227 in Retail Trade (8,414 peers)

Coverage in Texas

Phh 401(k) Plan covers 128 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $26M.

#7,227
in Retail Trade (8,414 peers)
-4.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phh 401(k) Plan's outsized position by total assets

Phh 401(k) Plan vs every filed plan by assets

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

$25,875,308 Top 23% higher than 77% 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

Phh 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. Phh 401(k) Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phh 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Phh 401(k) Plan reported participants fell from 135 in the plan year 2022 filing to 128 in the plan year 2023 filing.
  • Phh 401(k) Plan end-of-year assets fell from $27M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 813972985 · Cantata Health Solutions, LLC PY 2023 · 401(k)

Phh 401(k) Plan · $26M · 128 · 77th

  • EIN $26M
  • RANK 128
  • PHOTO 77th
  • IND 401(k)
  • EOY near Healthpoint 401(k) Retirement Plan
  • 5500 ind #7227

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 Retail Trade retirement plans → · Plans in Texas →

Phh 401(k) Plan in the asset neighbourhood

Phh 401(k) Plan$26MHealthpoint 401(k) Retirement PlanHealthpoint 401(k) Retiremen…$26MLombard International 401(k) PlanLombard International 401(k)…$26MNucraft Furniture Company Profit Sharing & Retirement PlanNucraft Furniture Company Pr…$26MI3 Group, Inc. 401(k) Plan and TrustI3 Group, Inc. 401(k) Plan a…$26M
End-of-year total assets ($M) among Phh 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$26M
Net Income-$1M
Employer EIN813972985
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cantata Health Solutions, LLC)

Sponsor-wide plan assets over time

All Cantata Health Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 2.6380933848660555% vs 2022
2024 filing year
$25M$26M$27M$28M 202220232024 $27.1M $27.8M ▲ +2.7%
Year Plans Participants Total Assets
2022 1 135 $27M
2023 1 128 $26M
2024 2 209 $28M

Nearby 401(k) Plans in Texas

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

Phh 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Phh 401(k) Plan, Total assets ($B): 0.025875308 · Participants: 128Phh 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
Phh 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Phh 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Healthpoint 401(k) Retirement Plan in WA ($26M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Phh 401(k) Plan assets move in 2023? ▼
Phh 401(k) Plan edged down modestly - down 4.4% during 2023, from $27M to $26M. Reported net income was -$1M.
How have Cantata Health Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cantata Health Solutions, LLC's sponsor-wide assets grew 2.6%, from $27M to $28M.
Where does Phh 401(k) Plan rank by assets among Form 5500 filers? ▼
Phh 401(k) Plan ranks in the 77th 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 Phh 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Healthpoint 401(k) Retirement Plan in WA ($26M, 979 participants).
Which 401(k) plans cover a similar participant headcount to Phh 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 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 813972985.

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.