Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Health Care Management Group Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Health Care Management Group · Ohio · Healthcare & Social Assistance

What the 2023 filing shows

Health Care Management Group Retirement Plan holds $9M for 801 participants — about $11,718 per participant, down 22.6% over the 2022 plan year.

$9M
total plan assets (2022 EOY)
801
covered participants
$11,718
avg assets per participant
-22.6%
assets change YoY

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.

Total Assets (2023)
$9M
Participants
801
State
Industry
Healthcare & Social Assistance

What the Filing Says About Health Care Management Group Retirement Plan

Health Care Management Group Retirement Plan is a Profit Sharing retirement plan sponsored by Health Care Management Group, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 801 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 311372417, and the plan has been effective since 1993-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $12M at the beginning of 2022 to $9M at year-end — a decline of 22.6%. Net assets (after liabilities) closed the year at $9M, with reported net income of $-2,725,145 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$12M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$-2,725,145
Plan TypeProfit Sharing
Employer EIN311372417
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Care Management Group)

Year Plans Participants Total Assets
2022 1 801 $9M
2023 1 869 $11M
2024 1 873 $12M

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Health Care Management Group Retirement Plan?
As of the 2022 Form 5500 filing, Health Care Management Group Retirement Plan holds $9M in total assets with 801 participants. It is sponsored by Health Care Management Group.
What type of plan is Health Care Management Group Retirement Plan?
Health Care Management Group Retirement Plan is a Profit Sharing plan. It has been effective since 1993-01-01. The plan is filed with the U.S. Department of Labor under EIN 311372417.
Who sponsors the Health Care Management Group Retirement Plan?
Health Care Management Group Retirement Plan is sponsored by Health Care Management Group, located in Ohio. The sponsor's EIN is 311372417 and the plan operates in the Healthcare & Social Assistance industry.
How did Health Care Management Group Retirement Plan perform in 2022?
Health Care Management Group Retirement Plan declined by 22.6% during 2022, moving from $12M to $9M in total assets. Net income was $-2,725,145.
Where can I find official filings for Health Care Management Group Retirement Plan?
Official Form 5500 filings for Health Care Management Group Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311372417 or plan name at efast.dol.gov.
How does Health Care Management Group Retirement Plan compare to other plans?
You can compare Health Care Management Group Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 311372417.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.