401(k) · DOL Form 5500 · 2022

Hf Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$433M
Total assets Above avg plan size
4,992
Participants Above avg headcount
98th
Percentile by assets National rank
$86,775
Avg per participant Below avg balance/head
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Official DOL plan name: Healthfirst Profit Sharing 401(k) Plan · Sponsored by Hf Management Services, LLC · New York · Finance & Insurance

$433M in assets, 4,992 participants

Hf Management Services, LLC's Healthfirst Profit Sharing 401(k) Plan reported $433M in total assets and 4,992 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,865 in Finance & Insurance (9,261 peers)

Coverage in New York

Healthfirst Profit Sharing 401(k) Plan covers 4,992 participants in New York, 6.3x the typical New York plan (state average ~798 per filing). Assets: $433M.

#8,865
in Finance & Insurance (9,261 peers)
-9.5%
assets change YoY
4.3×
vs typical plan assets (national mean)

The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Healthfirst Profit Sharing 401(k) Plan's outsized position by total assets

Healthfirst Profit Sharing 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$433,182,155 Top 2% higher than 98% of 139,123 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 2022

Healthfirst Profit Sharing 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthfirst Profit Sharing 401(k) Plan lands in the large band (4,992 participants).

Form 5500 schedule snapshot

Filing strip 134069806 · Hf Management Services, LLC PY 2022 · 401(k)

Healthfirst Profit Sharing 401(k) Plan · $433M · 4,992 · 98th

  • RANK $433M
  • PHOTO 4,992
  • IND 98th
  • EOY 401(k)
  • 5500 near U-Haul Holding Company 401(k) Savings Plan
  • ASSETS ind #8865

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 Finance & Insurance retirement plans → · Plans in New York →

Healthfirst Profit Sharing 401(k) Plan in the asset neighbourhood

Endo Pharmaceuticals Savings and Investment PlanEndo Pharmaceuticals Savings…$434MHealthfirst Profit Sharing 401(k) PlanHealthfirst Profit Sharing 4…$433MU-Haul Holding Company 401(k) Savings PlanU-Haul Holding Company 401(k…$433MSouthern Farm Bureau and Adopting Companies 401(k) PlanSouthern Farm Bureau and Ado…$433MCircle K Retirement Plan$432M
End-of-year total assets ($M) among Healthfirst Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$479M
Net Assets (End of Year)$433M
Net Income-$45M
Employer EIN134069806
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hf Management Services, LLC)

Sponsor-wide plan assets over time

All Hf Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$678M 56.628773869967006% vs 2022
2024 filing year
$400M$500M$600M$700M$800M 202220232024 $433M $678M ▲ +56.6%
Year Plans Participants Total Assets
2022 1 4,992 $433M
2023 1 5,585 $554M
2024 1 5,636 $678M

Nearby 401(k) Plans in New York

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

Healthfirst Profit Sharing 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Healthfirst Profit Sharing 401(k) Plan, Total assets ($B): 0.433182155 · Participants: 4992Healthfirst Profit Sharing 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Healthfirst Profit Sharing 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Healthfirst Profit Sharing 401(k) Plan side-by-side with 3 peers →

Healthfirst Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is U-Haul Holding Company 401(k) Savings Plan in AZ ($433M); by covered participants it is Bluegreen Vacations Corporation Retirement Savings Plan in FL (4,992 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($433M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,992 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Healthfirst Profit Sharing 401(k) Plan assets move in 2022? ▼
Healthfirst Profit Sharing 401(k) Plan pulled back noticeably - down 9.5% during 2022, from $479M to $433M. Reported net income was -$45M.
How have Hf Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hf Management Services, LLC's sponsor-wide assets grew 56.6%, from $433M to $678M.
Where does Healthfirst Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Healthfirst Profit Sharing 401(k) Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Healthfirst Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is U-Haul Holding Company 401(k) Savings Plan in AZ ($433M, 29,328 participants).
Which 401(k) plans cover a similar participant headcount to Healthfirst Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bluegreen Vacations Corporation Retirement Savings Plan in FL (4,992 participants, $136M in assets).

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 134069806.

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.