401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$80K
Total assets Small plan by assets
248
Participants Below avg headcount
5th
Percentile by assets National rank
$323
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

$80K in assets, 248 participants

Holistic Care Home Health Agency, Inc.'s Holistic Care Home Health Agency, Inc. 401 (K) Plan reported $80K in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #620 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Holistic Care Home Health Agency, Inc. 401 (K) Plan covers 248 participants in Texas, about 36% of the average Texas filer (state average ~688 per filing). Assets: $80K.

#620
in Healthcare & Social Assistance (16,916 peers)
$80K
reported net income

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 2024 · DOL Form 5500

$80,181 5th percentile higher than 5% of 123,620 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 2024

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

Plan-year 2024 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 (248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holistic Care Home Health Agency, Inc. 401 (K) Plan reported net income rose from -$2K in the plan year 2023 filing to $80K in the plan year 2024 filing.
  • Holistic Care Home Health Agency, Inc. 401 (K) Plan reported participants rose from 209 in the plan year 2023 filing to 248 in the plan year 2024 filing.
  • Holistic Care Home Health Agency, Inc. 401 (K) Plan end-of-year assets fell from $94K in the plan year 2023 filing to $80K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 261232528 · Holistic Care Home Health Agency, Inc. PY 2024 · 401(k)

Holistic Care Home Health Agency, Inc. 401 (K) Plan · $80K · 248 · 5th

  • BOY $80K
  • SCH 248
  • EBSA 5th
  • PART 401(k)
  • TYPE near Fusion Media Group, Inc. 401(k) Plan
  • NET ind #620

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…$80KFusion Media Group, Inc. 401(k) PlanFusion Media Group, Inc. 401…$80KNss Enterprises, Inc 401(k) Profit Sharing PlanNss Enterprises, Inc 401(k) …$80KDmac Inspections, Inc. 401(k) Profit Sharing PlanDmac Inspections, Inc. 401(k…$80KTrusted Transformations Inc. 401(k) PlanTrusted Transformations Inc.…$80K
End-of-year total assets ($M) among Holistic Care Home Health Agency, Inc. 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$80K
Net Income$80K
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. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Holistic Care Home Health Agency, Inc. 401 (K) Plan, Total assets ($B): 0.000080181 · Participants: 248Holistic Care Home Health Agency, Inc. 401 (K) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings 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 Fusion Media Group, Inc. 401(k) Plan in CA ($80K); by covered participants it is Stein Garden Centers, Inc. 401(k) Plan in WI (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

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 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Fusion Media Group, Inc. 401(k) Plan in CA ($80K, 2 participants).
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 Stein Garden Centers, Inc. 401(k) Plan in WI (248 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.