ESOP · DOL Form 5500 · 2022

Health Management Associates ESOP

Data updated 2026-08-25

$53M
Total assets Below avg plan size
237
Participants Below avg headcount
88th
Percentile by assets National rank
$223,334
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Health Management Associates, Inc. Empl Oyee Stock Ownership Plan · Sponsored by Health Management Associates · Michigan · Professional & Technical Services

$53M in assets, 237 participants

Health Management Associates's Health Management Associates, Inc. Empl Oyee Stock Ownership Plan reported $53M in total assets and 237 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #19,307 in Professional & Technical Services (21,562 peers)

Coverage in Michigan

Health Management Associates, Inc. Empl Oyee Stock Ownership Plan covers 237 participants in Michigan, about 37% of the average Michigan filer (state average ~638 per filing). Assets: $53M.

#19,307
in Professional & Technical Services (21,562 peers)
+9.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Health Management Associates, Inc. Empl Oyee Stock Ownership Plan's outsized position by total assets

Health Management Associates, Inc. Empl Oyee Stock Ownership Plan vs every filed plan by assets

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

$52,930,255 Top 12% higher than 88% 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 Associates, Inc. Empl Oyee Stock Ownership 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 Associates, Inc. Empl Oyee Stock Ownership Plan sits mid-pack in the medium band (237 participants).

Published 5500 schedule card

Filing strip 382599727 · Health Management Associates PY 2022 · ESOP

Health Management Associates, Inc. Empl Oyee Stock Ownership Plan · $53M · 237 · 88th

  • 5500 $53M
  • 5500 237
  • 5500 88th
  • 5500 ESOP
  • 5500 near Kirby Foods, Inc. Employee Stock Ownership Plan
  • 5500 ind #19307

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 What is an ESOP? → · Plans in Michigan →

Health Management Associates, Inc. Empl Oyee Stock Ownership Plan in the asset neighbourhood

Health Management Associates, Inc. Empl Oyee Stock Ownership PlanHealth Management Associates…$53MKirby Foods, Inc. Employee Stock Ownership PlanKirby Foods, Inc. Employee S…$53MJohnnys Pizza House, Inc. Employee Stock Ownership PlanJohnnys Pizza House, Inc. Em…$53MSwift & Staley Inc. Employee Stock Ownership PlanSwift & Staley Inc. Employee…$53MLockheed Martin Corporation Basic Benefit Plan for Hourly EmployeesLockheed Martin Corporation …$53M
End-of-year total assets ($M) among Health Management Associates, Inc. Empl Oyee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$52M
Net Income$5M
Employer EIN382599727
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Management Associates)

Sponsor-wide plan assets over time

All Health Management Associates plans reported in each filing year

Latest sponsor-wide plan assets
$224M 34.3893214097591% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $167M $224M ▲ +34.4%
Year Plans Participants Total Assets
2022 2 880 $167M
2023 2 1,049 $192M
2024 1 952 $224M

Nearby ESOP Plans in Michigan

Peer ESOP plans, same state, same plan type, ranked by total assets.

Health Management Associates, Inc. Empl Oyee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. 0500100015002000 00.511.5 Total assets ($B) Participants Health Management Associates, Inc. Empl Oyee Stock Ownership Plan, Total assets ($B): 0.052930255 · Participants: 237Health Management Associates, Inc. Empl Oyee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.052163391 · Participants: 1155Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.725583306 · Participants: 1817The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.394784403 · Participants: 977Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.191093331 · Participants: 209Motor City Electric Co. Employee Stock Ownership PlanBandit Holding Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.181896 · Participants: 591Bandit Holding Company, Inc. Employee Stock Ownership Plan
Health Management Associates, Inc. Empl Oyee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Health Management Associates, Inc. Empl Oyee Stock Ownership Plan side-by-side with 3 peers →

Health Management Associates, Inc. Empl Oyee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Kirby Foods, Inc. Employee Stock Ownership Plan in IL ($53M); by covered participants it is Qw ESOP in NC (237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Associates, Inc. Empl Oyee Stock Ownership Plan assets move in 2022? ▼
Health Management Associates, Inc. Empl Oyee Stock Ownership Plan grew at a solid clip - up 9.9% during 2022, from $48M to $53M. Reported net income was $5M.
How have Health Management Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Management Associates's sponsor-wide assets grew 34.4%, from $167M to $224M.
Where does Health Management Associates, Inc. Empl Oyee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Health Management Associates, Inc. Empl Oyee Stock Ownership Plan ranks in the 88th 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 ESOP plans are similar in size to Health Management Associates, Inc. Empl Oyee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kirby Foods, Inc. Employee Stock Ownership Plan in IL ($53M, 384 participants).
Which ESOP plans cover a similar participant headcount to Health Management Associates, Inc. Empl Oyee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Qw ESOP in NC (237 participants, $6M 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 382599727.

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.