Other · DOL Form 5500 · 2022

Horace Mann Educational Associates, Inc. Dba Hmea Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
524
Participants Below avg headcount
68th
Percentile by assets National rank
$22,210
Avg per participant Low balance/head
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Official DOL plan name: Hmea Retirement Plan · Sponsored by Horace Mann Educational Associates, Inc. Dba Hmea · Massachusetts · Healthcare & Social Assistance

$12M in assets, 524 participants

Horace Mann Educational Associates, Inc. Dba Hmea's Hmea Retirement Plan reported $12M in total assets and 524 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,654 in Healthcare & Social Assistance (20,060 peers)

Horace Mann Educational Associates, Inc. Dba Hmea multi-year trail

Horace Mann Educational Associates, Inc. Dba Hmea's plans moved -17.8% in assets from 2022 to 2023; this filing shows Hmea Retirement Plan at $12M / 524 participants.

#14,654
in Healthcare & Social Assistance (20,060 peers)
+8.5%
assets growth YoY

Hmea Retirement Plan's outsized position by total assets

Hmea Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,637,886 Top 32% higher than 68% 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

Hmea Retirement 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. Hmea Retirement Plan sits mid-pack in the medium band (524 participants).

Plan-year Form 5500 strip

Filing strip 042300014 · Horace Mann Educational Associates, Inc. Dba Hmea PY 2022 · Other

Hmea Retirement Plan · $12M · 524 · 68th

  • EBSA $12M
  • EBSA 524
  • EBSA 68th
  • EBSA Other
  • EBSA near Children's Day School Defined Contribution Retirement Plan
  • EBSA ind #14654

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Hmea Retirement Plan in the asset neighbourhood

Carolina Meadows 403(b) Retirement PlanCarolina Meadows 403(b) Reti…$12MHmea Retirement Plan$12MChildren's Day School Defined Contribution Retirement PlanChildren's Day School Define…$12MPcc Community Wellness Center 403(b) PlanPcc Community Wellness Cente…$12MWestern Youth Services 403(b) Retirement Savings and Incentive PlanWestern Youth Services 403(b…$12M
End-of-year total assets ($M) among Hmea Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Horace Mann Educational Associates, Inc. Dba Hmea multi-year asset trail

Sponsor-wide plan assets over time

All Horace Mann Educational Associates, Inc. Dba Hmea plans reported in each filing year

Latest sponsor-wide plan assets
$10M 17.814111600680743% vs 2022
2023 filing year
$9M$10M$11M$12M 20222023 $11.6M $9.56M ▼ -17.9%
Year Plans Participants Total Assets
2022 1 524 $12M
2023 1 474 $10M

Horace Mann Educational Associates, Inc. Dba Hmea filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$916K
Employer EIN042300014
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Hmea Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Hmea Retirement Plan, Total assets ($B): 0.011637886 · Participants: 524Hmea Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Hmea Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Hmea Retirement Plan side-by-side with 3 peers →

Hmea Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Children's Day School Defined Contribution Retirement Plan in CA ($12M); by covered participants it is Children's Home of Cincinnati 403(b) Plan in OH (524 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (524 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 Hmea Retirement Plan assets move in 2022? ▼
Hmea Retirement Plan grew at a solid clip - up 8.5% during 2022, from $11M to $12M. Reported net income was $916K.
How have Horace Mann Educational Associates, Inc. Dba Hmea plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Horace Mann Educational Associates, Inc. Dba Hmea's sponsor-wide assets declined 17.8%, from $12M to $10M.
Which Other plans are similar in size to Hmea Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Children's Day School Defined Contribution Retirement Plan in CA ($12M, 84 participants).
Which Other plans cover a similar participant headcount to Hmea Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Children's Home of Cincinnati 403(b) Plan in OH (524 participants, $20M 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 042300014.

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.