401(k) · DOL Form 5500 · 2022

Holistic Care Home Health Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$96K
Total assets Small plan by assets
189
Participants Below avg headcount
6th
Percentile by assets National rank
$508
Avg per participant Low balance/head
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Official DOL plan name: Holistic Care Home Health Agency, Inc. 401(k) Plan · Sponsored by Holistic Care Home Health Agency, Inc. · Texas · Healthcare & Social Assistance

$96K in assets, 189 participants

Holistic Care Home Health Agency, Inc.'s Holistic Care Home Health Agency, Inc. 401(k) Plan reported $96K in total assets and 189 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.

  • #788 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Holistic Care Home Health Agency, Inc. 401(k) Plan covers 189 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $96K.

#788
in Healthcare & Social Assistance (20,060 peers)
+19.6%
assets growth YoY

Holistic Care Home Health Agency, Inc. 401(k) Plan among the smaller filed plans by assets

Holistic Care Home Health Agency, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$95,919 6th percentile higher than 6% of 139,123 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 2022

Holistic Care Home Health Agency, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holistic Care Home Health Agency, Inc. 401(k) Plan sits mid-pack in the medium band (189 participants).

Form 5500 schedule snapshot

Filing strip 261232528 · Holistic Care Home Health Agency, Inc. PY 2022 · 401(k)

Holistic Care Home Health Agency, Inc. 401(k) Plan · $96K · 189 · 6th

  • IND $96K
  • IND 189
  • IND 6th
  • IND 401(k)
  • IND near P2t2 401(k) Plan
  • IND ind #788

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 →

Holistic Care Home Health Agency, Inc. 401(k) Plan in the asset neighbourhood

Holistic Care Home Health Agency, Inc. 401(k) PlanHolistic Care Home Health Ag…$96KP2t2 401(k) Plan$96KLifestyle Solutions Retirement PlanLifestyle Solutions Retireme…$96KThrive Custom Senior Care Solutions 401(k) Profit Sharing PlanThrive Custom Senior Care So…$96KTss Enterprises, Inc. 401(k) PlanTss Enterprises, Inc. 401(k)…$96K
End-of-year total assets ($M) among Holistic Care Home Health Agency, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$80K
Net Assets (End of Year)$96K
Net Income$16K
Employer EIN261232528
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holistic Care Home Health Agency, Inc.)

Sponsor-wide plan assets over time

All Holistic Care Home Health Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$80K 16.407593907359335% vs 2022
2024 filing year
$0.07M$0.08M$0.09M$0.1M$0.11M 202220232024 $0.1M $0.08M ▼ -20.0%
Year Plans Participants Total Assets
2022 1 189 $96K
2023 1 209 $94K
2024 2 448 $80K

Nearby 401(k) Plans in Texas

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

Holistic Care Home Health Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Holistic Care Home Health Agency, Inc. 401(k) Plan, Total assets ($B): 0.000095919 · Participants: 189Holistic Care Home Health Agency, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Holistic Care Home Health Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Holistic Care Home Health Agency, Inc. 401(k) Plan side-by-side with 3 peers →

Holistic Care Home Health Agency, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is P2t2 401(k) Plan in NV ($96K); by covered participants it is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($96K here).

Similar participant headcount

Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Holistic Care Home Health Agency, Inc. 401(k) Plan assets move in 2022? ▼
Holistic Care Home Health Agency, Inc. 401(k) Plan grew sharply - up 19.6% during 2022, from $80K to $96K. Reported net income was $16K.
How have Holistic Care Home Health Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holistic Care Home Health Agency, Inc.'s sponsor-wide assets declined 16.4%, from $96K to $80K.
Where does Holistic Care Home Health Agency, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Holistic Care Home Health Agency, Inc. 401(k) Plan ranks in the 6th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Holistic Care Home Health Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is P2t2 401(k) Plan in NV ($96K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Holistic Care Home Health Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants, $57M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261232528.

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.