401(k) · DOL Form 5500 · 2024

Helio Health, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
979
Participants Near avg headcount
72nd
Percentile by assets National rank
$22,505
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Helio Health, Inc. Savings and Retirement Plan · Sponsored by Helio Health, Inc. · New York · Healthcare & Social Assistance

$22M in assets, 979 participants

Helio Health, Inc.'s Helio Health, Inc. Savings and Retirement Plan reported $22M in total assets and 979 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,917 in Healthcare & Social Assistance (16,916 peers)

Helio Health, Inc. multi-year trail

Helio Health, Inc.'s plans moved +45.8% in assets from 2022 to 2024; this filing shows Helio Health, Inc. Savings and Retirement Plan at $22M / 979 participants.

#12,917
in Healthcare & Social Assistance (16,916 peers)
+15.2%
assets growth YoY

Helio Health, Inc. Savings and Retirement Plan's outsized position by total assets

Helio Health, Inc. Savings and Retirement Plan vs every filed plan by assets

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

$22,032,213 Top 28% higher than 72% 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

Helio Health, Inc. Savings and Retirement 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. Helio Health, Inc. Savings and Retirement Plan sits mid-pack in the medium band (979 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Helio Health, Inc. Savings and Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Helio Health, Inc. Savings and Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Helio Health, Inc. Savings and Retirement Plan reported participants rose from 921 in the plan year 2023 filing to 979 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 150532288 · Helio Health, Inc. PY 2024 · 401(k)

Helio Health, Inc. Savings and Retirement Plan · $22M · 979 · 72nd

  • ASSETS $22M
  • PCT 979
  • EIN 72nd
  • RANK 401(k)
  • PHOTO near North Texas Preferred Health Partners 401(k) and Profit Sharing Plan
  • IND ind #12917

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 New York →

Helio Health, Inc. Savings and Retirement Plan in the asset neighbourhood

Helio Health, Inc. Savings and Retirement PlanHelio Health, Inc. Savings a…$22MNorth Texas Preferred Health Partners 401(k) and Profit Sharing PlanNorth Texas Preferred Health…$22MPrecision Associates, Inc. 401(k) PlanPrecision Associates, Inc. 4…$22MSynqor, Inc. 401(k) Plan$22MKisco Senior Living, LLC Employee Savings and Profit Sharing PlanKisco Senior Living, LLC Emp…$22M
End-of-year total assets ($M) among Helio Health, Inc. Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Helio Health, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$22M 45.79956776722482% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.1M $22M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 765 $15M
2023 1 921 $19M
2024 1 979 $22M

Helio Health, Inc. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN150532288
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Helio Health, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Helio Health, Inc. Savings and Retirement Plan, Total assets ($B): 0.022032213 · Participants: 979Helio Health, Inc. Savings and Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Helio Health, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Helio Health, Inc. Savings and Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is North Texas Preferred Health Partners 401(k) and Profit Sharing Plan in TX ($22M); by covered participants it is Interlock Industries, Inc. 401(k) Profit Sharing Plan in KY (979 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (979 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 Helio Health, Inc. Savings and Retirement Plan assets move in 2024? ▼
Helio Health, Inc. Savings and Retirement Plan grew sharply - up 15.2% during 2024, from $19M to $22M. Reported net income was $3M.
How have Helio Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helio Health, Inc.'s sponsor-wide assets grew 45.8%, from $15M to $22M.
Which 401(k) plans are similar in size to Helio Health, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Texas Preferred Health Partners 401(k) and Profit Sharing Plan in TX ($22M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Helio Health, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interlock Industries, Inc. 401(k) Profit Sharing Plan in KY (979 participants, $39M 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 150532288.

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.