401(k) · DOL Form 5500 · 2024

Healix Infusion Therapy, LLC. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets: 394
Participants Below avg headcount: 73rd
Percentile by assets National rank: $59,563
Avg per participant Low balance/head

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Official DOL plan name: Healix Savings Plan · Sponsored by Healix Infusion Therapy, LLC. · Texas · Other Services

$23M in assets, 394 participants

Healix Infusion Therapy, LLC.'s Healix Savings Plan reported $23M in total assets and 394 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

#6,614 in Other Services (7,719 peers)

What the 2024 filing shows

Healix Savings Plan holds $23M for 394 participants - about $59,563 per participant, above the median plan by assets.

#6,614
in Other Services (7,719 peers): +7.4%
assets growth YoY

Healix Savings Plan's outsized position by total assets

Healix Savings Plan vs every filed plan by assets

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

$23,467,634 Top 27% higher than 73% 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

Healix Savings 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. Healix Savings Plan sits mid-pack in the medium band (394 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%)

Healix Savings Plan reported net income rose from $63K in the plan year 2023 filing to $2M in the plan year 2024 filing.
Healix Savings Plan end-of-year assets rose from $22M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Healix Savings Plan reported participants fell from 417 in the plan year 2023 filing to 394 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 760291601 · Healix Infusion Therapy, LLC. PY 2024 · 401(k)

Healix Savings Plan · $23M · 394 · 73rd

PART $23M
PART 394
PART 73rd
PART 401(k)
PART near Koury Corporation 401(k) / Profit Sharing Retirement Plan
PART ind #6614

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 Other Services retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Healix Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$22M
Net Assets (End of Year)	$23M
Net Income	$2M
Employer EIN	760291601
Plan Effective Date	1994-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Healix Infusion Therapy, LLC.)

Latest sponsor-wide plan assets: $23M 7.636948688004017% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	424	$22M
2023	1	417	$22M
2024	1	394	$23M

Nearby 401(k) Plans in Texas

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

Healix Savings 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 Healix Savings Plan side-by-side with 3 peers →

Healix Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Koury Corporation 401(k) / Profit Sharing Retirement Plan in NC ($23M); by covered participants it is Calm.Com, Inc. 401(k) Plan in CA (394 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Koury Corporation 401(k) / Profit Sharing Retirement Plan (NC) $23M · 872
Employee Benefits Corporation 401(k) Plan and Trust (WI) $23M · 159
Craftsmen Transportation Services, LLC 401(k) Plan (MO) $23M · 131
Savings Incentive and Profit Sharing Plan for Employees of Fnb Community Bank (OK) $23M · 158

Similar participant headcount

Nearest other-state filings by covered participants (394 participants); asset peers above are excluded.

Calm.Com, Inc. 401(k) Plan (CA) 394 · 0 off
Rincon Consultants, Inc. 401(k) and Profit Sharing Plan (CA) 394 · 0 off
Gabriella White, LLC 401(k) Plan (AL) 394 · 0 off
Centerspace 401(k) Plan (ND) 394 · 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 Healix Savings Plan assets move in 2024? ▼

Healix Savings Plan grew at a solid clip - up 7.4% during 2024, from $22M to $23M. Reported net income was $2M.

How have Healix Infusion Therapy, LLC. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Healix Infusion Therapy, LLC.'s sponsor-wide assets grew 7.6%, from $22M to $23M.

Which 401(k) plans are similar in size to Healix Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Koury Corporation 401(k) / Profit Sharing Retirement Plan in NC ($23M, 872 participants).

Which 401(k) plans cover a similar participant headcount to Healix Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Calm.Com, Inc. 401(k) Plan in CA (394 participants, $29M 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 760291601.