401(k) · DOL Form 5500 · 2022

Healthdrive Corporation 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
583
Participants Below avg headcount
81st
Percentile by assets National rank
$43,390
Avg per participant Low balance/head
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Official DOL plan name: Healthdrive Corporation 401(k) Profit Sharing Plan & Trust · Sponsored by Healthdrive Corporation · Massachusetts · Professional & Technical Services

$25M in assets, 583 participants

Healthdrive Corporation's Healthdrive Corporation 401(k) Profit Sharing Plan & Trust reported $25M in total assets and 583 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,511 in Professional & Technical Services (21,562 peers)

Where Healthdrive Corporation 401(k) Profit Sharing Plan & Trust sits by assets

Healthdrive Corporation 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $25M for 583 participants (~$43,390/participant), down 12.8% in 2022.

#17,511
in Professional & Technical Services (21,562 peers)
-12.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Healthdrive Corporation 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Healthdrive Corporation 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$25,296,193 Top 19% higher than 81% 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

Healthdrive Corporation 401(k) Profit Sharing Plan & Trust 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. Healthdrive Corporation 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (583 participants).

EBSA filing schedule strip

Filing strip 043052905 · Healthdrive Corporation PY 2022 · 401(k)

Healthdrive Corporation 401(k) Profit Sharing Plan & Trust · $25M · 583 · 81st

  • 5500 $25M
  • 5500 583
  • 5500 81st
  • 5500 401(k)
  • 5500 near University Bancorp, Inc. Employee Stock Ownership and Retirement Savings Plan
  • 5500 ind #17511

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Healthdrive Corporation 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Healthdrive Corporation 401(k) Profit Sharing Plan & TrustHealthdrive Corporation 401(…$25MUniversity Bancorp, Inc. Employee Stock Ownership and Retirement Savings PlanUniversity Bancorp, Inc. Emp…$25MSmith Brothers Insurance, LLC 401(k) Retirement PlanSmith Brothers Insurance, LL…$25MAnteriad, LLC 401(k) Profit Sharing PlanAnteriad, LLC 401(k) Profit …$25MLevin Papantonio Et. Al. PA 401(k) Profit Sharing PlanLevin Papantonio Et. Al. PA …$25M
End-of-year total assets ($M) among Healthdrive Corporation 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN043052905
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthdrive Corporation)

Sponsor-wide plan assets over time

All Healthdrive Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$38M 48.716480776376116% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.3M $37.6M ▲ +48.7%
Year Plans Participants Total Assets
2022 1 583 $25M
2023 1 549 $31M
2024 1 557 $38M

Nearby 401(k) Plans in Massachusetts

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

Healthdrive Corporation 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Healthdrive Corporation 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.025296193 · Participants: 583Healthdrive Corporation 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Healthdrive Corporation 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Healthdrive Corporation 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Healthdrive Corporation 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is University Bancorp, Inc. Employee Stock Ownership and Retirement Savings Plan in MI ($25M); by covered participants it is Sapiens Americas Corporation Employee Savings Plan in NJ (583 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (583 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 Healthdrive Corporation 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Healthdrive Corporation 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 12.8% during 2022, from $29M to $25M. Reported net income was -$4M.
How have Healthdrive Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthdrive Corporation's sponsor-wide assets grew 48.7%, from $25M to $38M.
Where does Healthdrive Corporation 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Healthdrive Corporation 401(k) Profit Sharing Plan & Trust ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Healthdrive Corporation 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is University Bancorp, Inc. Employee Stock Ownership and Retirement Savings Plan in MI ($25M, 501 participants).
Which 401(k) plans cover a similar participant headcount to Healthdrive Corporation 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sapiens Americas Corporation Employee Savings Plan in NJ (583 participants, $162M 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 043052905.

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.