401(k) · DOL Form 5500 · 2024

Soleo Health Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
949
Participants Near avg headcount
82nd
Percentile by assets National rank
$44,228
Avg per participant Low balance/head
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Official DOL plan name: Soleo Health Holdings, Inc. 401(k) Plan · Sponsored by Soleo Health Holdings, Inc. · Texas · Retail Trade

$42M in assets, 949 participants

Soleo Health Holdings, Inc.'s Soleo Health Holdings, Inc. 401(k) Plan reported $42M in total assets and 949 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,224 in Retail Trade (8,048 peers)

Where Soleo Health Holdings, Inc. 401(k) Plan sits by assets

Soleo Health Holdings, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 949 participants (~$44,228/participant), up 29.9% in 2024.

#7,224
in Retail Trade (8,048 peers)
+29.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Soleo Health Holdings, Inc. 401(k) Plan's outsized position by total assets

Soleo Health Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$41,972,535 Top 18% higher than 82% 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

Soleo Health Holdings, 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. Soleo Health Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (949 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Soleo Health Holdings, Inc. 401(k) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Soleo Health Holdings, Inc. 401(k) Plan reported participants fell from 1,000 in the plan year 2023 filing to 949 in the plan year 2024 filing.
  • Soleo Health Holdings, Inc. 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 112962027 · Soleo Health Holdings, Inc. PY 2024 · 401(k)

Soleo Health Holdings, Inc. 401(k) Plan · $42M · 949 · 82nd

  • IND $42M
  • EOY 949
  • 5500 82nd
  • ASSETS 401(k)
  • PCT near Abry Partners III, LLC 401(k) Plan
  • EIN ind #7224

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 Retail Trade retirement plans → · Plans in Texas →

Soleo Health Holdings, Inc. 401(k) Plan in the asset neighbourhood

Miller Kaplan Arase LLP 401(k) Profit Sharing PlanMiller Kaplan Arase LLP 401(…$42MSoleo Health Holdings, Inc. 401(k) PlanSoleo Health Holdings, Inc. …$42MAbry Partners III, LLC 401(k) PlanAbry Partners III, LLC 401(k…$42MLevata 401(k) Plan$42MNextiva 401(k) Plan$42M
End-of-year total assets ($M) among Soleo Health Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$42M
Net Income$10M
Employer EIN112962027
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Soleo Health Holdings, Inc.)

Sponsor-wide plan assets over time

All Soleo Health Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 87.67069926386289% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $22.4M $42M ▲ +87.7%
Year Plans Participants Total Assets
2022 1 770 $22M
2023 1 1,000 $32M
2024 1 949 $42M

Nearby 401(k) Plans in Texas

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

Soleo Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Soleo Health Holdings, Inc. 401(k) Plan, Total assets ($B): 0.041972535 · Participants: 949Soleo Health Holdings, 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
Soleo Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Soleo Health Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Soleo Health Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Abry Partners III, LLC 401(k) Plan in MA ($42M); by covered participants it is Peapod Digital Labs 401(k) Plan in IL (949 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (949 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 Soleo Health Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Soleo Health Holdings, Inc. 401(k) Plan grew sharply - up 29.9% during 2024, from $32M to $42M. Reported net income was $10M.
How have Soleo Health Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Soleo Health Holdings, Inc.'s sponsor-wide assets grew 87.7%, from $22M to $42M.
Where does Soleo Health Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Soleo Health Holdings, Inc. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Soleo Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abry Partners III, LLC 401(k) Plan in MA ($42M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Soleo Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peapod Digital Labs 401(k) Plan in IL (949 participants, N/A 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 112962027.

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.