401(k) · DOL Form 5500 · 2022
Healthcare Financial Management Association 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 73
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $267,047
- Avg per participant High balance/head
Official DOL plan name: Healthcare Financial Management Association Retirement and 401(k) Plan · Sponsored by Healthcare Financial Management Association · Illinois · Other Services
$19M in assets, 73 participants
Healthcare Financial Management Association's Healthcare Financial Management Association Retirement and 401(k) Plan reported $19M in total assets and 73 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #7,345 in Other Services (8,398 peers)
Where Healthcare Financial Management Association Retirement and 401(k) Plan sits by assets
Healthcare Financial Management Association Retirement and 401(k) Plan sits in the top quartile of all filed plans by assets, $19M for 73 participants (~$267,047/participant), down 13.4% in 2022.
- #7,345
- in Other Services (8,398 peers)
- -13.4%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Healthcare Financial Management Association Retirement and 401(k) Plan's outsized position by total assets
Healthcare Financial Management Association Retirement and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,494,404 Top 23% higher than 77% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Healthcare Financial Management Association Retirement and 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthcare Financial Management Association Retirement and 401(k) Plan is a small filing (73 participants) on this national headcount ladder.
DOL schedule card
Filing strip 362318336 · Healthcare Financial Management Association PY 2022 · 401(k)
Healthcare Financial Management Association Retirement and 401(k) Plan · $19M · 73 · 77th
- PCT $19M
- EIN 73
- RANK 77th
- PHOTO 401(k)
- IND near Liberty Auto Group, Ltd. 401(k) Plan
- EOY ind #7345
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 Other Services retirement plans → · Plans in Illinois →
Healthcare Financial Management Association Retirement and 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$3M |
| Employer EIN | 362318336 |
| Plan Effective Date | 1997-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Healthcare Financial Management Association)
Sponsor-wide plan assets over time
All Healthcare Financial Management Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 32.22675594493681% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 73 | $19M |
| 2023 | 1 | 76 | $23M |
| 2024 | 1 | 77 | $26M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Healthcare Financial Management Association Retirement and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Liberty Auto Group, Ltd. 401(k) Plan in OH ($19M); by covered participants it is Bridgefarmer & Associates, Inc. 401(k) Plan in TX (73 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Liberty Auto Group, Ltd. 401(k) Plan (OH) $19M · 366
- It Group, LLC 401(k) Savings Plan (MI) $19M · 142
- Rose Associates, Inc. 401(k) Plan (NY) $19M · 227
- Unqork Inc. 401(k) Retirement Plan (NY) $19M · 609
Similar participant headcount
Nearest other-state filings by covered participants (73 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.