ESOP · DOL Form 5500 · 2022
Hms Holdings, Inc. ESOP
Data updated 2026-08-11
- $5M
- Total assets
- 144
- Participants
- 50th
- Percentile by assets
- $33,194
- Avg per participant
Official DOL plan name: Healthcare Management Solutions Employee Stock Ownership Plan · Sponsored by Hms Holdings, Inc. · West Virginia · Professional & Technical Services
$5M in assets, 144 participants
Hms Holdings, Inc.'s Healthcare Management Solutions Employee Stock Ownership Plan reported $5M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- 50th percentile by assets (of 139,126 plans)
- #10,235 in Professional & Technical Services (21,562 peers)
Coverage in West Virginia
Healthcare Management Solutions Employee Stock Ownership Plan covers 144 participants in West Virginia, about 31% of the average West Virginia filer (state average ~467 per filing). Assets: $5M.
- $5M
- total plan assets (2022 EOY)
- 144
- covered participants
- 50th
- percentile by assets (of 139,126 plans)
- $33,194
- avg assets per participant
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Healthcare Management Solutions Employee Stock Ownership Plan sits by total assets
Healthcare Management Solutions Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,780,000 Top 50% higher than 50% 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
Participants vs West Virginia filers
In West Virginia, the average filing covers about 467 participants across 380 plans. Healthcare Management Solutions Employee Stock Ownership Plan reports 144 participants - about 31% of that state average ($5M EOY assets).
West Virginia filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | -$11M |
| Net Income | -$13M |
| Employer EIN | 882227885 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hms Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $5M |
| 2023 | 1 | 139 | $11M |
| 2024 | 1 | 126 | $10M |
Nearby ESOP Plans in West Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Triton Employee Stock Ownership Plan $63M · 60
- Port Amherst, Ltd. Employee Stock Ownership Plan $37M · 325
- Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan $27M · 158
- Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan $25M · 1,716
- March-Westin Company, Inc. Employee Stock Ownership Plan $15M · 89
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Healthcare Management Solutions Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Healthcare Management Solutions Employee Stock Ownership Plan assets move in 2022? ▼
How have Hms Holdings, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Healthcare Management Solutions Employee Stock Ownership Plan? ▼
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Filing takeaways
Ways to act on Healthcare Management Solutions Employee Stock Ownership Plan's numbers.
- By total assets, Healthcare Management Solutions Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in West Virginia. Compare plans
- Hms Holdings, Inc.'s sponsor-wide assets have grown 115.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans