401(k) · DOL Form 5500 · 2024
Heath Consultants Incorporated 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 1,158
- Participants Near avg headcount
- 75th
- Percentile by assets National rank
- $22,027
- Avg per participant Low balance/head
Official DOL plan name: Heath Consultants Incorporated Profit Sharing & Retirement Plan · Sponsored by Heath Consultants Incorporated · Texas · Professional & Technical Services
$26M in assets, 1,158 participants
Heath Consultants Incorporated's Heath Consultants Incorporated Profit Sharing & Retirement Plan reported $26M in total assets and 1,158 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #15,037 in Professional & Technical Services (20,173 peers)
Where Heath Consultants Incorporated Profit Sharing & Retirement Plan sits by assets
Heath Consultants Incorporated Profit Sharing & Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 1,158 participants (~$22,027/participant), up 9.0% in 2024.
- #15,037
- in Professional & Technical Services (20,173 peers)
- +9.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Heath Consultants Incorporated Profit Sharing & Retirement Plan's outsized position by total assets
Heath Consultants Incorporated Profit Sharing & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,507,021 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Heath Consultants Incorporated Profit Sharing & Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heath Consultants Incorporated Profit Sharing & Retirement Plan lands in the large band (1,158 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heath Consultants Incorporated Profit Sharing & Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Heath Consultants Incorporated Profit Sharing & Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Heath Consultants Incorporated Profit Sharing & Retirement Plan reported participants fell from 1,219 in the plan year 2023 filing to 1,158 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042144731 · Heath Consultants Incorporated PY 2024 · 401(k)
Heath Consultants Incorporated Profit Sharing & Retirement Plan · $26M · 1,158 · 75th
- EOY $26M
- EOY 1,158
- EOY 75th
- EOY 401(k)
- EOY near Automotive 401(k) Plan
- EOY ind #15037
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 →
Heath Consultants Incorporated Profit Sharing & Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $2M |
| Employer EIN | 042144731 |
| Plan Effective Date | 1982-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heath Consultants Incorporated)
Sponsor-wide plan assets over time
All Heath Consultants Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 23.458033088197038% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,057 | $21M |
| 2023 | 1 | 1,219 | $23M |
| 2024 | 1 | 1,158 | $26M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Heath Consultants Incorporated Profit Sharing & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Automotive 401(k) Plan in CA ($26M); by covered participants it is Fidelity & Guaranty Life 401(k) Plan in IA (1,158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,158 participants); asset peers above are excluded.
- Fidelity & Guaranty Life 401(k) Plan (IA) 1,158 · 0 off
- The Sunshine House 401(k) Profit Sharing Plan (SC) 1,158 · 0 off
- C2 Educational Systems 401(k) Profit Sharing Plan (GA) 1,158 · 0 off
- Emprise Group, Inc. 401(k) Plan (MO) 1,158 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.