Other
2022 plan-year Other DOL Form 5500

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Healthcare Resource Group, Inc. · Washington · Administrative & Support Services

What the 2023 filing shows

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust holds $10M for 356 participants — about $29,428 per participant, down 45.3% over the 2022 plan year.

$10M
total plan assets (2022 EOY)
356
covered participants
$29,428
avg assets per participant
-45.3%
assets change YoY

The plan reported a net loss of $9M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$10M
Participants
356
State
Industry
Administrative & Support Services

What the Filing Says About Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust

Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust is a Other retirement plan sponsored by Healthcare Resource Group, Inc., headquartered in Washington. As of the 2022 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 356 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 820474664, and the plan has been effective since 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2022 to $10M at year-end — a decline of 45.3%. Net assets (after liabilities) closed the year at $10M, with reported net income of $-8,691,723 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$19M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$-8,691,723
Plan TypeOther
Employer EIN820474664
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthcare Resource Group, Inc.)

Year Plans Participants Total Assets
2022 1 356 $10M
2023 1 N/A $14M
2024 1 N/A N/A

Nearby Other Plans in Washington

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust?
As of the 2022 Form 5500 filing, Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust holds $10M in total assets with 356 participants. It is sponsored by Healthcare Resource Group, Inc..
What type of plan is Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust?
Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust is a Other plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 820474664.
Who sponsors the Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust?
Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust is sponsored by Healthcare Resource Group, Inc., located in Washington. The sponsor's EIN is 820474664 and the plan operates in the Administrative & Support Services industry.
How did Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust perform in 2022?
Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust declined by 45.3% during 2022, moving from $19M to $10M in total assets. Net income was $-8,691,723.
Where can I find official filings for Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust?
Official Form 5500 filings for Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 820474664 or plan name at efast.dol.gov.
How does Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust compare to other plans?
You can compare Healthcare Resource Group, Inc. Employee Stock Ownership Plan and Trust against other Other plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 820474664.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.