401(k) · DOL Form 5500 · 2024

Hea Clinic, P.a. Dba Houston Eye Associates 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
544
Participants Below avg headcount
87th
Percentile by assets National rank
$122,203
Avg per participant Near avg balance/head
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Official DOL plan name: Hea Clinic, P.a. 401(k) Plan · Sponsored by Hea Clinic, P.a. Dba Houston Eye Associates · Texas · Healthcare & Social Assistance

$66M in assets, 544 participants

Hea Clinic, P.a. Dba Houston Eye Associates's Hea Clinic, P.a. 401(k) Plan reported $66M in total assets and 544 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,041 in Healthcare & Social Assistance (16,916 peers)

Where Hea Clinic, P.a. 401(k) Plan sits by assets

Hea Clinic, P.a. 401(k) Plan sits in the top quartile of all filed plans by assets, $66M for 544 participants (~$122,203/participant), up 7.8% in 2024.

#15,041
in Healthcare & Social Assistance (16,916 peers)
+7.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Hea Clinic, P.a. 401(k) Plan's outsized position by total assets

Hea Clinic, P.a. 401(k) Plan vs every filed plan by assets

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

$66,478,411 Top 13% higher than 87% 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

Hea Clinic, P.a. 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. Hea Clinic, P.a. 401(k) Plan sits mid-pack in the medium band (544 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hea Clinic, P.a. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Hea Clinic, P.a. 401(k) Plan end-of-year assets rose from $62M in the plan year 2023 filing to $66M in the plan year 2024 filing.
  • Hea Clinic, P.a. 401(k) Plan reported participants fell from 553 in the plan year 2023 filing to 544 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 760512625 · Hea Clinic, P.a. Dba Houston Eye Associates PY 2024 · 401(k)

Hea Clinic, P.a. 401(k) Plan · $66M · 544 · 87th

  • EBSA $66M
  • PART 544
  • TYPE 87th
  • NET 401(k)
  • BOOK near Ascot 401(k) Retirement Plan
  • VS-ST ind #15041

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 Texas →

Hea Clinic, P.a. 401(k) Plan in the asset neighbourhood

The Walton Electric Membership Corporation 401 K PlanThe Walton Electric Membersh…$67MLabware Holdings, Inc. 401(k) Profit Sharing PlanLabware Holdings, Inc. 401(k…$66MHea Clinic, P.a. 401(k) Plan$66MAscot 401(k) Retirement Plan$66MReady Pac Foods, Inc. 401(k) Retirement Savings PlanReady Pac Foods, Inc. 401(k)…$66M
End-of-year total assets ($M) among Hea Clinic, P.a. 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)$62M
Net Assets (End of Year)$66M
Net Income$5M
Employer EIN760512625
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hea Clinic, P.a. Dba Houston Eye Associates)

Sponsor-wide plan assets over time

All Hea Clinic, P.a. Dba Houston Eye Associates plans reported in each filing year

Latest sponsor-wide plan assets
$66M 19.69709824467788% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.5M $66.5M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 578 $56M
2023 1 553 $62M
2024 1 544 $66M

Nearby 401(k) Plans in Texas

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

Hea Clinic, P.a. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hea Clinic, P.a. 401(k) Plan, Total assets ($B): 0.066478411 · Participants: 544Hea Clinic, P.a. 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
Hea Clinic, P.a. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Hea Clinic, P.a. 401(k) Plan side-by-side with 3 peers →

Hea Clinic, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ascot 401(k) Retirement Plan in NY ($66M); by covered participants it is Retirement Savings Plan for Seaboard Triumph Foods - Management in IA (544 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (544 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 Hea Clinic, P.a. 401(k) Plan assets move in 2024? ▼
Hea Clinic, P.a. 401(k) Plan grew at a solid clip - up 7.8% during 2024, from $62M to $66M. Reported net income was $5M.
How have Hea Clinic, P.a. Dba Houston Eye Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hea Clinic, P.a. Dba Houston Eye Associates's sponsor-wide assets grew 19.7%, from $56M to $66M.
Where does Hea Clinic, P.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Hea Clinic, P.a. 401(k) Plan ranks in the 87th 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 Hea Clinic, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ascot 401(k) Retirement Plan in NY ($66M, 483 participants).
Which 401(k) plans cover a similar participant headcount to Hea Clinic, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement Savings Plan for Seaboard Triumph Foods - Management in IA (544 participants, $10M 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 760512625.

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.