401(k) · DOL Form 5500 · 2023

Beyond Health Management Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
251
Participants Below avg headcount
26th
Percentile by assets National rank
$5,033
Avg per participant Low balance/head
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Official DOL plan name: Beyond Health Management Solutions 401(k) Plan · Sponsored by Beyond Health Management Solutions, LLC · Texas · Healthcare & Social Assistance

$1M in assets, 251 participants

Beyond Health Management Solutions, LLC's Beyond Health Management Solutions 401(k) Plan reported $1M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,905 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Beyond Health Management Solutions 401(k) Plan covers 251 participants in Texas, about 37% of the average Texas filer (state average ~688 per filing). Assets: $1M.

#3,905
in Healthcare & Social Assistance (17,684 peers)
+41.1%
assets growth YoY

Beyond Health Management Solutions 401(k) Plan among the smaller filed plans by assets

Beyond Health Management Solutions 401(k) Plan vs every filed plan by assets

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

$1,263,172 26th percentile higher than 26% 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

Beyond Health Management Solutions 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. Beyond Health Management Solutions 401(k) Plan sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beyond Health Management Solutions 401(k) Plan reported net income rose from -$83K in the plan year 2022 filing to $368K in the plan year 2023 filing.
  • Beyond Health Management Solutions 401(k) Plan end-of-year assets rose from $895K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 830800233 · Beyond Health Management Solutions, LLC PY 2023 · 401(k)

Beyond Health Management Solutions 401(k) Plan · $1M · 251 · 26th

  • ASSETS $1M
  • PCT 251
  • EIN 26th
  • RANK 401(k)
  • PHOTO near US Fence 401(k) (K) Plan
  • IND ind #3905

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 →

Beyond Health Management Solutions 401(k) Plan in the asset neighbourhood

Beyond Health Management Solutions 401(k) PlanBeyond Health Management Sol…$1MUS Fence 401(k) (K) Plan$1MFirefly Systems 401(k) Plan$1MSystem Clean, Inc. 401(k) PlanSystem Clean, Inc. 401(k) Pl…$1MBelmont Publications, Inc. 401(k) PlanBelmont Publications, Inc. 4…$1M
End-of-year total assets ($M) among Beyond Health Management Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$895K
Net Assets (End of Year)$1M
Net Income$368K
Employer EIN830800233
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beyond Health Management Solutions, LLC)

Sponsor-wide plan assets over time

All Beyond Health Management Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 31.53264451270595% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.9M $1.18M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 250 $895K
2023 1 251 $1M
2024 1 165 $1M

Nearby 401(k) Plans in Texas

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

Beyond Health Management Solutions 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Beyond Health Management Solutions 401(k) Plan, Total assets ($B): 0.001263172 · Participants: 251Beyond Health Management Solutions 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
Beyond Health Management Solutions 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Beyond Health Management Solutions 401(k) Plan side-by-side with 3 peers →

Beyond Health Management Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is US Fence 401(k) (K) Plan in CO ($1M); by covered participants it is Drata Inc. 401(k) Plan in CA (251 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Beyond Health Management Solutions 401(k) Plan assets move in 2023? ▼
Beyond Health Management Solutions 401(k) Plan surged - up 41.1% during 2023, from $895K to $1M. Reported net income was $368K.
How have Beyond Health Management Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beyond Health Management Solutions, LLC's sponsor-wide assets grew 31.5%, from $895K to $1M.
Which 401(k) plans are similar in size to Beyond Health Management Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is US Fence 401(k) (K) Plan in CO ($1M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Beyond Health Management Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Drata Inc. 401(k) Plan in CA (251 participants, $8M 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 830800233.

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.