401(k) · DOL Form 5500 · 2022
Health Pro Management Services, LLC 401(k) Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 9,346
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $13,091
- Avg per participant Low balance/head
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.
- #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.
- #20,467
- in Professional & Technical Services (21,562 peers)
- -11.5%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
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.
Healthpro-Heritage 401(k) Plan's outsized position by total assets
Healthpro-Heritage 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$122,343,899 Top 6% higher than 94% 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
Healthpro-Heritage 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthpro-Heritage 401(k) Plan lands in the large band (9,346 participants).
Published 5500 schedule card
Filing strip 261167226 · Health Pro Management Services, LLC PY 2022 · 401(k)
Healthpro-Heritage 401(k) Plan · $122M · 9,346 · 94th
- VS-ST $122M
- BOY 9,346
- SCH 94th
- EBSA 401(k)
- PART near Big 'i' Mep 401(k) Plan
- TYPE ind #20467
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 Professional & Technical Services retirement plans → · Plans in Maryland →
Healthpro-Heritage 401(k) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Health Pro Management Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $162M 32.32865498262402% vs 2022
- 2024 filing year
| 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.
- 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)
Healthpro-Heritage 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Big 'i' Mep 401(k) Plan in VA ($122M); by covered participants it is Smart & Final 401(k) Savings Plan in CA (9,346 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (9,346 participants); asset peers above are excluded.
- Smart & Final 401(k) Savings Plan (CA) 9,346 · 0 off
- Bertelsmann 401(k) Savings Plan (NY) 9,350 · 4 off
- Central Laborers Annuity Plan (IL) 9,337 · 9 off
- Savers 401(k) Plan (WA) 9,369 · 23 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.