401(k) · DOL Form 5500 · 2022

Health Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
111
Participants Small participant base
30th
Percentile by assets National rank
$13,711
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Health Management Services, LLC 401(k) Plan · Sponsored by Health Management Services, LLC · Montana · Professional & Technical Services

$2M in assets, 111 participants

Health Management Services, LLC's Health Management Services, LLC 401(k) Plan reported $2M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,675 in Professional & Technical Services (21,562 peers)

Coverage in Montana

Health Management Services, LLC 401(k) Plan covers 111 participants in Montana, about 41% of the average Montana filer (state average ~271 per filing). Assets: $2M.

#5,675
in Professional & Technical Services (21,562 peers)
-18.3%
assets change YoY

The plan reported a net loss of $340K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Health Management Services, LLC 401(k) Plan among the smaller filed plans by assets

Health Management Services, LLC 401(k) Plan vs every filed plan by assets

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

$1,521,916 30th percentile higher than 30% 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

Health Management Services, LLC 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. Health Management Services, LLC 401(k) Plan sits mid-pack in the medium band (111 participants).

Published 5500 schedule card

Filing strip 900004283 · Health Management Services, LLC PY 2022 · 401(k)

Health Management Services, LLC 401(k) Plan · $2M · 111 · 30th

  • BOY $2M
  • BOY 111
  • BOY 30th
  • BOY 401(k)
  • BOY near Wcla, Inc.401(k) Plan
  • BOY ind #5675

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 Montana →

Health Management Services, LLC 401(k) Plan in the asset neighbourhood

Health Management Services, LLC 401(k) PlanHealth Management Services, …$2MWcla, Inc.401(k) Plan$2MDiverse Staffing Services, Inc. Retirement Readiness 401(k) PlanDiverse Staffing Services, I…$2MKing's Way Christian Schools 403(b) PlanKing's Way Christian Schools…$2MMccormack Building Supply, Inc. 401(k) PlanMccormack Building Supply, I…$2M
End-of-year total assets ($M) among Health Management Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$340K
Employer EIN900004283
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Health Management Services, LLC 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -1000100200300400500 Total assets ($M) Participants Health Management Services, LLC 401(k) Plan, Total assets ($M): 1.521916 · Participants: 111Health Management Services, LLC 401(k) PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings Plan
Health Management Services, LLC 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Health Management Services, LLC 401(k) Plan side-by-side with 3 peers →

Health Management Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Wcla, Inc.401(k) Plan in WA ($2M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Health Management Services, LLC 401(k) Plan assets move in 2022? ▼
Health Management Services, LLC 401(k) Plan declined sharply - down 18.3% during 2022, from $2M to $2M. Reported net income was -$340K.
Which 401(k) plans are similar in size to Health Management Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wcla, Inc.401(k) Plan in WA ($2M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Health Management Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K 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 900004283.

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.