401(k) · DOL Form 5500 · 2023

Hma Group Holdings, LLC 401(k) Plan

Data updated 2026-08-11

$210M
Total assets: 1,020
Participants: 95th
Percentile by assets: $206,190
Avg per participant

Official DOL plan name: Hma Group Holdings, LLC 401(k) Plan · Sponsored by Hma Group Holdings, LLC · Iowa · Finance & Insurance

$210M in assets, 1,020 participants

Hma Group Holdings, LLC's Hma Group Holdings, LLC 401(k) Plan reported $210M in total assets and 1,020 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#8,145 in Finance & Insurance (8,869 peers)

Where Hma Group Holdings, LLC 401(k) Plan sits by assets

Hma Group Holdings, LLC 401(k) Plan sits in the top 5% of all filed plans by assets, $210M for 1,020 participants (~$206,190/participant), up 19.5% in 2023.

$210M
total plan assets (2023 EOY): 1,020
covered participants: 95th
percentile by assets (of 127,072 plans): $206,190
avg assets per participant

Hma Group Holdings, LLC 401(k) Plan reported net income rose from -$26M in the plan year 2022 filing to $34M in the plan year 2023 filing.
Hma Group Holdings, LLC 401(k) Plan end-of-year assets rose from $176M in the plan year 2022 filing to $210M in the plan year 2023 filing.
Hma Group Holdings, LLC 401(k) Plan reported participants rose from 952 in the plan year 2022 filing to 1,020 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Iowa

Industry

Finance & Insurance

Hma Group Holdings, LLC 401(k) Plan vs the 2023 asset distribution

By assets, Hma Group Holdings, LLC 401(k) Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$176M
Net Assets (End of Year)	$210M
Net Income	$34M
Employer EIN	420985055
Plan Effective Date	1972-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Hma Group Holdings, LLC)

Total plan assets by year, all Hma Group Holdings, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	952	$176M
2023	1	1,020	$210M
2024	1	1,120	$245M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hma Group Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.1B · 12,827
Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
The Rsm US LLP Retirement Plan $2.9B · 14,720
Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999

Compare Hma Group Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Hma Group Holdings, LLC 401(k) Plan by total assets, not by location.

Briggs & Stratton, LLC 401(k) Plan (WI) $210M · 4,588
Lumileds LLC 401(k) Plan (CA) $210M · 376
Vornado Realty Trust 401(k) Plan (NJ) $210M · 756
Musculoskeletal Transplant Foundation 401(k) Profit Sharing Plan (NJ) $210M · 1,223

Frequently Asked Questions

How did Hma Group Holdings, LLC 401(k) Plan assets move in 2023? ▼

Hma Group Holdings, LLC 401(k) Plan grew sharply - up 19.5% during 2023, from $176M to $210M. Reported net income was $34M.

How have Hma Group Holdings, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hma Group Holdings, LLC's sponsor-wide assets grew 39.4%, from $176M to $245M.

Where does Hma Group Holdings, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼

Hma Group Holdings, LLC 401(k) Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Hma Group Holdings, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Briggs & Stratton, LLC 401(k) Plan in WI ($210M, 4,588 participants).

Next read for Hma Group Holdings, LLC 401(k) Plan

Scale reading

Ways to act on Hma Group Holdings, LLC 401(k) Plan's numbers.

By total assets, Hma Group Holdings, LLC 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
Hma Group Holdings, LLC's sponsor-wide assets have grown 39.4% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420985055.