ESOP · DOL Form 5500 · 2022

Hms Holdings, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
144
Participants Small participant base
50th
Percentile by assets National rank
$33,194
Avg per participant Low balance/head
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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.

  • #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.

#10,235
in Professional & Technical Services (21,562 peers)
+139.0%
assets growth YoY

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.

Healthcare Management Solutions Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

Healthcare Management Solutions Employee 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. Healthcare Management Solutions Employee Stock Ownership Plan sits mid-pack in the medium band (144 participants).

Published 5500 schedule card

Filing strip 882227885 · Hms Holdings, Inc. PY 2022 · ESOP

Healthcare Management Solutions Employee Stock Ownership Plan · $5M · 144 · 50th

  • ASSETS $5M
  • ASSETS 144
  • ASSETS 50th
  • ASSETS ESOP
  • ASSETS near Bank of Cashton Money Purchase and Employee Stock Ownership Plan
  • ASSETS ind #10235

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 West Virginia →

Healthcare Management Solutions Employee Stock Ownership Plan in the asset neighbourhood

Minnichs Pharmacy, Inc. Employee Stock Ownership PlanMinnichs Pharmacy, Inc. Empl…$5MSouthwest Security, Inc. Employee Stock Ownership PlanSouthwest Security, Inc. Emp…$5MHealthcare Management Solutions Employee Stock Ownership PlanHealthcare Management Soluti…$5MBank of Cashton Money Purchase and Employee Stock Ownership PlanBank of Cashton Money Purcha…$5MBachman, Inc. ESOP$5M
End-of-year total assets ($M) among Healthcare Management Solutions Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

West Virginia filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$11M
Net Income-$13M
Employer EIN882227885
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hms Holdings, Inc.)

Sponsor-wide plan assets over time

All Hms Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 115.48117154811715% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $4.78M $10.3M ▲ +115.5%
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.

Healthcare Management Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 020406080 Total assets ($M) Participants Healthcare Management Solutions Employee Stock Ownership Plan, Total assets ($M): 4.78 · Participants: 144Healthcare Management Solutions Employee Stock Ownership PlanTriton Employee Stock Ownership Plan, Total assets ($M): 62.954773 · Participants: 60Triton Employee Stock Ownership PlanPort Amherst, Ltd. Employee Stock Ownership Plan, Total assets ($M): 36.993299 · Participants: 325Port Amherst, Ltd. Employee Stock Ownership PlanWeirton Geriatric Center, Inc. Employees' Stock Ownership Plan, Total assets ($M): 26.703168 · Participants: 158Weirton Geriatric Center, Inc. Employees' Stock Ownership PlanMulberry's Independent Home Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 24.823151 · Participants: 1716Mulberry's Independent Home Services, Inc. Employee Stock Ownership PlanMarch-Westin Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 15.297112 · Participants: 89March-Westin Company, Inc. Employee Stock Ownership Plan
Healthcare Management Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants
Compare Healthcare Management Solutions Employee Stock Ownership Plan side-by-side with 3 peers →

Healthcare Management Solutions Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside West Virginia, the nearest ESOP by assets is Bank of Cashton Money Purchase and Employee Stock Ownership Plan in WI ($5M); by covered participants it is Erickson-Hall Holding Co. Employee Stock Ownership Plan in CA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Healthcare Management Solutions Employee Stock Ownership Plan assets move in 2022? ▼
Healthcare Management Solutions Employee Stock Ownership Plan surged - up 139.0% during 2022, from $2M to $5M. Reported net income was -$13M.
How have Hms Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hms Holdings, Inc.'s sponsor-wide assets grew 115.5%, from $5M to $10M.
Which ESOP plans are similar in size to Healthcare Management Solutions Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bank of Cashton Money Purchase and Employee Stock Ownership Plan in WI ($5M, 13 participants).
Which ESOP plans cover a similar participant headcount to Healthcare Management Solutions Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Erickson-Hall Holding Co. Employee Stock Ownership Plan in CA (144 participants, $50M 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 882227885.

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.