401(k) · DOL Form 5500 · 2022
Health Pro Management Services, LLC 401(k) Plan
Data updated 2026-08-11
- $122M
- Total assets
- 9,346
- Participants
- 94th
- Percentile by assets
- $13,091
- Avg per participant
Official DOL plan name: Healthpro-Heritage 401(k) Plan · Sponsored by Health Pro Management Services, LLC · Maryland · Professional & Technical Services
$122M in assets, 9,346 participants
Health Pro Management Services, LLC's Healthpro-Heritage 401(k) Plan reported $122M in total assets and 9,346 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #20,467 in Professional & Technical Services (21,562 peers)
Coverage in Maryland
Healthpro-Heritage 401(k) Plan covers 9,346 participants in Maryland, 10x the typical Maryland plan (state average ~929 per filing). Assets: $122M.
- $122M
- total plan assets (2022 EOY)
- 9,346
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $13,091
- avg assets per participant
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Healthpro-Heritage 401(k) Plan reports 9,346 participants - 10x that state average ($122M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $138M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | -$17M |
| Employer EIN | 261167226 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health Pro Management Services, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,346 | $122M |
| 2023 | 1 | 6,485 | $145M |
| 2024 | 1 | 6,357 | $162M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Healthpro-Heritage 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
Scale composition for Healthpro-Heritage 401(k) Plan
Healthpro-Heritage 401(k) Plan reports $122M in end-of-year assets across 9,346 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $13,091 per participant (9% of the national average assets-per-participant) . Net income for plan year 2022 was -$17M.
This plan identity (EIN 261167226, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $122M to $162M (+32.3%) while covered participants moved from 9,346 to 6,357 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,346 | $122M | This page |
| 2023 | 6,485 | $145M | Open filing |
| 2024 · index core | 6,357 | $162M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Healthpro-Heritage 401(k) Plan (401(k), $162M, 6,357 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Healthpro-Heritage 401(k) Plan by total assets, not by location.
- Big 'i' Mep 401(k) Plan (VA) $122M · 786
- The H & K Group 401(k) Plan (PA) $122M · 1,655
- Belfor Group 401(k) Plan (MI) $122M · 2,121
- Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan (AZ) $122M · 273
Frequently Asked Questions
How did Healthpro-Heritage 401(k) Plan assets move in 2022? ▼
How have Health Pro Management Services, LLC plan assets changed over time? ▼
Where does Healthpro-Heritage 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Healthpro-Heritage 401(k) Plan? ▼
Next read for Healthpro-Heritage 401(k) Plan
Filing takeaways
Ways to act on Healthpro-Heritage 401(k) Plan's numbers.
- By total assets, Healthpro-Heritage 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Maryland. Compare plans
- Health Pro Management Services, LLC's sponsor-wide assets have grown 32.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans