401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

N/A
Total assets
200
Participants Below avg headcount
PlainRetire home → About this data RSS: change history

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

N/A in assets, 200 participants

Holistic Care Home Health Agency, Inc.'s Holistic Care Home Health Agency, Inc. 401(k) Plan reported N/A in total assets and 200 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in Texas

Holistic Care Home Health Agency, Inc. 401(k) Plan covers 200 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: N/A.

-$94K
reported net income

The plan reported a net loss of $94K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 (200 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 fell from -$2K in the plan year 2023 filing to -$94K in the plan year 2024 filing.
  • Holistic Care Home Health Agency, Inc. 401(k) Plan reported participants fell from 209 in the plan year 2023 filing to 200 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

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

Holistic Care Home Health Agency, Inc. 401(k) Plan · N/A · 200

  • PCT N/A
  • PCT 200
  • PCT PY 2024
  • PCT 401(k)
  • PCT near Tata Elxsi 401(k) Plan
  • PCT -$94K

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 →

Texas filing particulars

Total Assets (Beginning of Year)$94K
Net Assets (End of Year)N/A
Net Income-$94K
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 5 data points. 020000400006000080000100000120000 1020304050 Total assets ($B) Participants AT&T Retirement Savings Plan, Total assets ($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

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

Outside Texas, the nearest 401(k) by covered participants is Tata Elxsi 401(k) Plan in MI (200 participants; this filing: 200 participants).

Similar participant headcount

Nearest other-state filings by covered participants (200 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.
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 Tata Elxsi 401(k) Plan in MI (200 participants, $587K in assets).