401(k) · DOL Form 5500 · 2022

Hms Insurance Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
107
Participants Small participant base
85th
Percentile by assets National rank
$349,820
Avg per participant High balance/head
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Official DOL plan name: Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Hms Insurance Associates, Inc. · Maryland · Finance & Insurance

$37M in assets, 107 participants

Hms Insurance Associates, Inc.'s Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan reported $37M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,069 in Finance & Insurance (9,261 peers)

Coverage in Maryland

Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan covers 107 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $37M.

#7,069
in Finance & Insurance (9,261 peers)
-14.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$37,430,771 Top 15% higher than 85% 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

Hms Insurance Associates, Inc. 401(k) Profit Sharing 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. Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (107 participants).

Published 5500 schedule card

Filing strip 521435138 · Hms Insurance Associates, Inc. PY 2022 · 401(k)

Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan · $37M · 107 · 85th

  • SCH $37M
  • EBSA 107
  • PART 85th
  • TYPE 401(k)
  • NET near R.F. Macdonald Company 401(k) Retirement Savings Plan
  • BOOK ind #7069

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 Finance & Insurance retirement plans → · Plans in Maryland →

Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Hms Insurance Associates, Inc. 401(k) Profit Sharing PlanHms Insurance Associates, In…$37MR.F. Macdonald Company 401(k) Retirement Savings PlanR.F. Macdonald Company 401(k…$37MLeisure Care 401(k) Plan$37MThe Ruskin Moscou Faltischek, P.C. 401(k) Retirement PlanThe Ruskin Moscou Faltischek…$37MPima Heart Physicians, P.C. Employee Savings PlanPima Heart Physicians, P.C. …$37M
End-of-year total assets ($M) among Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$37M
Net Income-$6M
Employer EIN521435138
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hms Insurance Associates, Inc.)

Sponsor-wide plan assets over time

All Hms Insurance Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$20M$40M$60M 20222023 $37.4M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 107 $37M
2023 1 104 N/A

Nearby 401(k) Plans in Maryland

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

Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.037430771 · Participants: 107Hms Insurance Associates, Inc. 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is R.F. Macdonald Company 401(k) Retirement Savings Plan in CA ($37M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 14.1% during 2022, from $44M to $37M. Reported net income was -$6M.
Where does Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan ranks in the 85th 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 401(k) plans are similar in size to Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is R.F. Macdonald Company 401(k) Retirement Savings Plan in CA ($37M, 249 participants).
Which 401(k) plans cover a similar participant headcount to Hms Insurance Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 participants, N/A 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 521435138.

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.