401(k) · DOL Form 5500 · 2024

Hazel Health, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
221
Participants Below avg headcount
57th
Percentile by assets National rank
$48,502
Avg per participant Low balance/head
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Official DOL plan name: Hazel Health, Inc. 401(k) Plan · Sponsored by Hazel Health, Inc. · Texas · Professional & Technical Services

$11M in assets, 221 participants

Hazel Health, Inc.'s Hazel Health, Inc. 401(k) Plan reported $11M in total assets and 221 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,212 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Hazel Health, Inc. 401(k) Plan covers 221 participants in Texas, about 32% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#11,212
in Professional & Technical Services (20,173 peers)
+59.2%
assets growth YoY

Hazel Health, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$10,718,945 Top 43% higher than 57% 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

Hazel Health, 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. Hazel Health, Inc. 401(k) Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hazel Health, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Hazel Health, Inc. 401(k) Plan reported participants rose from 170 in the plan year 2023 filing to 221 in the plan year 2024 filing.
  • Hazel Health, Inc. 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 475250409 · Hazel Health, Inc. PY 2024 · 401(k)

Hazel Health, Inc. 401(k) Plan · $11M · 221 · 57th

  • PART $11M
  • PART 221
  • PART 57th
  • PART 401(k)
  • PART near Affinity 401(k) Plan
  • PART ind #11212

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 →

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

Hazel Health, Inc. 401(k) PlanHazel Health, Inc. 401(k) Pl…$11MAffinity 401(k) Plan$11MJahn Deferred Salary Profit Sharing PlanJahn Deferred Salary Profit …$11MNewland and Company PC Profit Sharing PlanNewland and Company PC Profi…$11MSilver Cinemas Acquisition Co. 401(k) Retirement PlanSilver Cinemas Acquisition C…$11M
End-of-year total assets ($M) among Hazel Health, 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)$7M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN475250409
Plan Effective Date2022-10-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Hazel Health, Inc.)

Sponsor-wide plan assets over time

All Hazel Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 263.5560570771354% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $2.95M $10.7M ▲ +263.4%
Year Plans Participants Total Assets
2022 1 158 $3M
2023 1 170 $7M
2024 1 221 $11M

Nearby 401(k) Plans in Texas

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

Hazel Health, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hazel Health, Inc. 401(k) Plan, Total assets ($B): 0.010718945 · Participants: 221Hazel Health, 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
Hazel Health, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Hazel Health, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Affinity 401(k) Plan in CA ($11M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (221 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Hazel Health, Inc. 401(k) Plan assets move in 2024? ▼
Hazel Health, Inc. 401(k) Plan surged - up 59.2% during 2024, from $7M to $11M. Reported net income was $4M.
How have Hazel Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hazel Health, Inc.'s sponsor-wide assets grew 263.6%, from $3M to $11M.
Which 401(k) plans are similar in size to Hazel Health, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Affinity 401(k) Plan in CA ($11M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Hazel Health, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (221 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 475250409.

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.