401(k) · DOL Form 5500 · 2024

Catalyst Health Group Holdings II, LLC 401(k) Plan

Data updated 2026-08-25

$130M
Total assets Near avg plan size: 326
Participants Below avg headcount: 92nd
Percentile by assets National rank: $399,857
Avg per participant High balance/head

Official DOL plan name: Catalyst Health Group Holdings II, LLC 401(k) Plan · Sponsored by Catalyst Health Group Holdings II, LLC · Texas · Healthcare & Social Assistance

$130M in assets, 326 participants

Catalyst Health Group Holdings II, LLC's Catalyst Health Group Holdings II, LLC 401(k) Plan reported $130M in total assets and 326 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

#15,765 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Catalyst Health Group Holdings II, LLC 401(k) Plan covers 326 participants in Texas, about 47% of the average Texas filer (state average ~688 per filing). Assets: $130M.

#15,765
in Healthcare & Social Assistance (16,916 peers): +21.0%
assets growth YoY: 1.3×
vs typical plan assets (national mean)

Catalyst Health Group Holdings II, LLC 401(k) Plan's outsized position by total assets

Catalyst Health Group Holdings II, LLC 401(k) Plan vs every filed plan by assets

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

$130,353,310 Top 8% higher than 92% 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

Catalyst Health Group Holdings II, LLC 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. Catalyst Health Group Holdings II, LLC 401(k) Plan sits mid-pack in the medium band (326 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

Filing strip 920803484 · Catalyst Health Group Holdings II, LLC PY 2024 · 401(k)

Catalyst Health Group Holdings II, LLC 401(k) Plan · $130M · 326 · 92nd

BOY $130M
SCH 326
EBSA 92nd
PART 401(k)
TYPE near Yamaha Corporation of America Retirement Savings Plan
NET ind #15765

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 →

End-of-year total assets ($M) among Catalyst Health Group Holdings II, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$108M
Net Assets (End of Year)	$130M
Net Income	$1M
Employer EIN	920803484
Plan Effective Date	1994-04-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Catalyst Health Group Holdings II, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Compare Catalyst Health Group Holdings II, LLC 401(k) Plan side-by-side with 3 peers →

Catalyst Health Group Holdings II, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Yamaha Corporation of America Retirement Savings Plan in CA ($130M); by covered participants it is Beemok Hospitality Group 401(k) Plan in SC (326 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($130M here).

Yamaha Corporation of America Retirement Savings Plan (CA) $130M · 432
Stark & Stark Employees' Profit Sharing Plan (NJ) $130M · 232
Porzio, Bromberg & Newman, P.C. Employees 401(k) Profit Sharing Plan (NJ) $130M · 200
Peet's Coffee & Tea, LLC Savings & Retirement Plan (CA) $130M · 4,616

Similar participant headcount

Nearest other-state filings by covered participants (326 participants); asset peers above are excluded.

Beemok Hospitality Group 401(k) Plan (SC) 326 · 0 off
401(k) Plan of Peoplesbank, a Codorus Valley Company (PA) 326 · 0 off
Spalding Consulting, Inc. 401(k) Plan (DC) 326 · 0 off
Orlando Magic 401(k) Savings Plan (FL) 326 · 0 off

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 Catalyst Health Group Holdings II, LLC 401(k) Plan assets move in 2024? ▼

Catalyst Health Group Holdings II, LLC 401(k) Plan grew sharply - up 21.0% during 2024, from $108M to $130M. Reported net income was $1M.

Where does Catalyst Health Group Holdings II, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼

Catalyst Health Group Holdings II, LLC 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Catalyst Health Group Holdings II, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Yamaha Corporation of America Retirement Savings Plan in CA ($130M, 432 participants).

Which 401(k) plans cover a similar participant headcount to Catalyst Health Group Holdings II, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Beemok Hospitality Group 401(k) Plan in SC (326 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 920803484.