ESOP · DOL Form 5500 · 2023
Health Management Associates ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 213
- Participants Below avg headcount
Official DOL plan name: Health Management Associates, Inc. Employee Stock Ownership Plan · Sponsored by Health Management Associates · Michigan · Professional & Technical Services
N/A in assets, 213 participants
Health Management Associates's Health Management Associates, Inc. Employee Stock Ownership Plan reported N/A in total assets and 213 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Michigan
Health Management Associates, Inc. Employee Stock Ownership Plan covers 213 participants in Michigan, about 33% of the average Michigan filer (state average ~638 per filing). Assets: N/A.
- -$52M
- reported net income
The plan reported a net loss of $52M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Health Management Associates, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Health Management Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (213 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Health Management Associates, Inc. Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2022 filing to -$52M in the plan year 2023 filing.
- Health Management Associates, Inc. Employee Stock Ownership Plan reported participants fell from 237 in the plan year 2022 filing to 213 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 382599727 · Health Management Associates PY 2023 · ESOP
Health Management Associates, Inc. Employee Stock Ownership Plan · N/A · 213
- PHOTO N/A
- PHOTO 213
- PHOTO PY 2023
- PHOTO ESOP
- PHOTO near Uscb, Inc. Employee Stock Ownership Plan
- PHOTO -$52M
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 Michigan →
Michigan filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$52M |
| Employer EIN | 382599727 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health Management Associates)
Sponsor-wide plan assets over time
All Health Management Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $224M 34.3893214097591% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 880 | $167M |
| 2023 | 2 | 1,049 | $192M |
| 2024 | 1 | 952 | $224M |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.3B · 1,635
- The Kendall Group Employee Stock Ownership Plan $808M · 1,907
- Project Worldwide, Inc. Employee Stock Ownership Plan $436M · 1,173
- Motor City Electric Co. Employee Stock Ownership Plan $258M · 207
- Lee Contracting, Inc. Employee Stock Ownership Plan $238M · 500
Health Management Associates, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount
Outside Michigan, the nearest ESOP by covered participants is Uscb, Inc. Employee Stock Ownership Plan in CA (213 participants; this filing: 213 participants).
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.