401(k) · DOL Form 5500 · 2022

Healthsmart Management Services Organizations Inc 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
220
Participants Below avg headcount
61st
Percentile by assets National rank
$37,083
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Healthsmart Management Services Organizations, Inc. 401(k) Plan · Sponsored by Healthsmart Management Services Organizations Inc · California · Management of Enterprises

$8M in assets, 220 participants

Healthsmart Management Services Organizations Inc's Healthsmart Management Services Organizations, Inc. 401(k) Plan reported $8M in total assets and 220 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #473 in Management of Enterprises (1,193 peers)

Coverage in California

Healthsmart Management Services Organizations, Inc. 401(k) Plan covers 220 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $8M.

#473
in Management of Enterprises (1,193 peers)
+0.3%
assets growth YoY

Healthsmart Management Services Organizations, Inc. 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Healthsmart Management Services Organizations, Inc. 401(k) Plan vs every filed plan by assets

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

$8,158,247 Top 39% higher than 61% 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

Healthsmart Management Services Organizations, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthsmart Management Services Organizations, Inc. 401(k) Plan sits mid-pack in the medium band (220 participants).

Form 5500 schedule snapshot

Filing strip 931209030 · Healthsmart Management Services Organizations Inc PY 2022 · 401(k)

Healthsmart Management Services Organizations, Inc. 401(k) Plan · $8M · 220 · 61st

  • ASSETS $8M
  • ASSETS 220
  • ASSETS 61st
  • ASSETS 401(k)
  • ASSETS near Caravel Autism Health, LLC 401(k) Plan
  • ASSETS ind #473

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 Management of Enterprises retirement plans → · Plans in California →

Healthsmart Management Services Organizations, Inc. 401(k) Plan in the asset neighbourhood

Healthsmart Management Services Organizations, Inc. 401(k) PlanHealthsmart Management Servi…$8MCaravel Autism Health, LLC 401(k) PlanCaravel Autism Health, LLC 4…$8MParis Orthopedic Clinic, P.a. Employees' Profit Sharing and 401(k) PlanParis Orthopedic Clinic, P.a…$8MFellers, Schewe, Scott & Roberts 401(k) PlanFellers, Schewe, Scott & Rob…$8MReliance Well Service Inc. 401(k) PlanReliance Well Service Inc. 4…$8M
End-of-year total assets ($M) among Healthsmart Management Services Organizations, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$20K
Employer EIN931209030
Plan Effective Date2003-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthsmart Management Services Organizations Inc)

Sponsor-wide plan assets over time

All Healthsmart Management Services Organizations Inc plans reported in each filing year

Latest sponsor-wide plan assets
$13M 62.657811169482855% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.16M $13.3M ▲ +62.6%
Year Plans Participants Total Assets
2022 1 220 $8M
2023 1 244 $11M
2024 1 258 $13M

Nearby 401(k) Plans in California

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

Healthsmart Management Services Organizations, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Healthsmart Management Services Organizations, Inc. 401(k) Plan, Total assets ($B): 0.008158247 · Participants: 220Healthsmart Management Services Organizations, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Healthsmart Management Services Organizations, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Healthsmart Management Services Organizations, Inc. 401(k) Plan side-by-side with 3 peers →

Healthsmart Management Services Organizations, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Caravel Autism Health, LLC 401(k) Plan in WI ($8M); by covered participants it is Barley Snyder Savings Plan in PA (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Healthsmart Management Services Organizations, Inc. 401(k) Plan assets move in 2022? ▼
Healthsmart Management Services Organizations, Inc. 401(k) Plan held essentially flat - up 0.3% during 2022, from $8M to $8M. Reported net income was $20K.
How have Healthsmart Management Services Organizations Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthsmart Management Services Organizations Inc's sponsor-wide assets grew 62.7%, from $8M to $13M.
Which 401(k) plans are similar in size to Healthsmart Management Services Organizations, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caravel Autism Health, LLC 401(k) Plan in WI ($8M, 1,343 participants).
Which 401(k) plans cover a similar participant headcount to Healthsmart Management Services Organizations, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Barley Snyder Savings Plan in PA (220 participants, $45M 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 931209030.

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.