401(k) · DOL Form 5500 · 2024

Heritage Health Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
69
Participants Small participant base
38th
Percentile by assets National rank
$57,815
Avg per participant Low balance/head
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Official DOL plan name: Heritage Health Solutions 401(k) P/S Plan · Sponsored by Heritage Health Solutions, Inc. · Texas · Professional & Technical Services

$4M in assets, 69 participants

Heritage Health Solutions, Inc.'s Heritage Health Solutions 401(k) P/S Plan reported $4M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,109 in Professional & Technical Services (20,173 peers)

Heritage Health Solutions, Inc. multi-year trail

Heritage Health Solutions, Inc.'s plans moved +40.4% in assets from 2022 to 2024; this filing shows Heritage Health Solutions 401(k) P/S Plan at $4M / 69 participants.

#7,109
in Professional & Technical Services (20,173 peers)
+23.5%
assets growth YoY

Heritage Health Solutions 401(k) P/S Plan's mid-pack asset rank among Professional & Technical Services and all filers

Heritage Health Solutions 401(k) P/S Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,989,229 38th percentile higher than 38% 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

Heritage Health Solutions 401(k) P/S Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Health Solutions 401(k) P/S Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Health Solutions 401(k) P/S Plan reported participants rose from 54 in the plan year 2023 filing to 69 in the plan year 2024 filing.
  • Heritage Health Solutions 401(k) P/S Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Heritage Health Solutions 401(k) P/S Plan reported net income fell from $971K in the plan year 2023 filing to $758K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 271516386 · Heritage Health Solutions, Inc. PY 2024 · 401(k)

Heritage Health Solutions 401(k) P/S Plan · $4M · 69 · 38th

  • VS-ST $4M
  • BOY 69
  • SCH 38th
  • EBSA 401(k)
  • PART near Rich Logistics 401(k) Plan
  • TYPE ind #7109

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 Professional & Technical Services retirement plans → · Plans in Texas →

Heritage Health Solutions 401(k) P/S Plan in the asset neighbourhood

Heritage Health Solutions 401(k) P/S PlanHeritage Health Solutions 40…$4MRich Logistics 401(k) Plan$4MKimberly Schmid, Md PA 401(k) PlanKimberly Schmid, Md PA 401(k…$4MPvd Products, Inc. 401(k) PlanPvd Products, Inc. 401(k) Pl…$4MLabrador Company, Inc. 401(k) Profit Sharing PlanLabrador Company, Inc. 401(k…$4M
End-of-year total assets ($M) among Heritage Health Solutions 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Heritage Health Solutions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heritage Health Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 40.355008475703336% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.84M $3.99M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 42 $3M
2023 1 54 $3M
2024 1 69 $4M

Heritage Health Solutions, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$758K
Employer EIN271516386
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Heritage Health Solutions 401(k) P/S Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Heritage Health Solutions 401(k) P/S Plan, Total assets ($B): 0.003989229 · Participants: 69Heritage Health Solutions 401(k) P/S 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
Heritage Health Solutions 401(k) P/S Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heritage Health Solutions 401(k) P/S Plan side-by-side with 3 peers →

Heritage Health Solutions 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Rich Logistics 401(k) Plan in AR ($4M); by covered participants it is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (69 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 did Heritage Health Solutions 401(k) P/S Plan assets move in 2024? ▼
Heritage Health Solutions 401(k) P/S Plan grew sharply - up 23.5% during 2024, from $3M to $4M. Reported net income was $758K.
How have Heritage Health Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Health Solutions, Inc.'s sponsor-wide assets grew 40.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Heritage Health Solutions 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rich Logistics 401(k) Plan in AR ($4M, 299 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Health Solutions 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants, $2M 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 271516386.

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.