Other · DOL Form 5500 · 2022
Health Management Services Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 351
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $45,450
- Avg per participant Low balance/head
Official DOL plan name: Health Management Services Pension Plan · Sponsored by Health Management Services · Massachusetts · Healthcare & Social Assistance
$16M in assets, 351 participants
Health Management Services's Health Management Services Pension Plan reported $16M in total assets and 351 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #15,639 in Healthcare & Social Assistance (20,060 peers)
Health Management Services multi-year trail
Health Management Services's plans moved +15.6% in assets from 2022 to 2024; this filing shows Health Management Services Pension Plan at $16M / 351 participants.
- #15,639
- in Healthcare & Social Assistance (20,060 peers)
- -19.1%
- assets change YoY
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.
Health Management Services Pension Plan's outsized position by total assets
Health Management Services Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,952,815 Top 26% higher than 74% 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
Health Management Services Pension 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 Pension Plan sits mid-pack in the medium band (351 participants).
DOL schedule card
Filing strip 222581863 · Health Management Services PY 2022 · Other
Health Management Services Pension Plan · $16M · 351 · 74th
- NET $16M
- NET 351
- NET 74th
- NET Other
- NET near The Guild for Exceptional Children 403(b) Plan
- NET ind #15639
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Health Management Services Pension Plan in the asset neighbourhood
Health Management Services multi-year asset trail
Sponsor-wide plan assets over time
All Health Management Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 15.609126038257198% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 351 | $16M |
| 2023 | 1 | 302 | $16M |
| 2024 | 1 | 335 | $18M |
Health Management Services filing trail (2022)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$4M |
| Employer EIN | 222581863 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Health Management Services Pension Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Guild for Exceptional Children 403(b) Plan in NY ($16M); by covered participants it is Opportunity Council 403(b) Plan in WA (351 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- The Guild for Exceptional Children 403(b) Plan (NY) $16M · 400
- 403(b) Thrift Plan for Employees of P.G. Chambers School, Inc. (NJ) $16M · 111
- Tenderloin Neighborhood Development Corporation 403(b) Retirement Plan (CA) $16M · 482
- 403(b) Thrift Plan of Fund for Public Health in New York, Inc. (NY) $16M · 306
Similar participant headcount
Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.
- Opportunity Council 403(b) Plan (WA) 351 · 0 off
- Anne Grady Corporation 403(b) Plan (OH) 351 · 0 off
- Vanderheyden Hall Employee 403(b) Plan (NY) 351 · 0 off
- Albright College Defined Contribution Retirement Plan (PA) 350 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.