401(k) · DOL Form 5500 · 2023

Hma Group Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$210M
Total assets Near avg plan size
1,020
Participants Near avg headcount
95th
Percentile by assets National rank
$206,190
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,145
in Finance & Insurance (8,869 peers)
+19.5%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Hma Group Holdings, LLC 401(k) Plan's outsized position by total assets

Hma Group Holdings, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$210,313,795 Top 5% higher than 95% of 127,068 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 2023

Hma Group Holdings, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hma Group Holdings, LLC 401(k) Plan lands in the large band (1,020 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Plan-year Form 5500 strip

Filing strip 420985055 · Hma Group Holdings, LLC PY 2023 · 401(k)

Hma Group Holdings, LLC 401(k) Plan · $210M · 1,020 · 95th

  • BOY $210M
  • BOY 1,020
  • BOY 95th
  • BOY 401(k)
  • BOY near Briggs & Stratton, LLC 401(k) Plan
  • BOY ind #8145

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 Finance & Insurance retirement plans → · Plans in Iowa →

Hma Group Holdings, LLC 401(k) Plan in the asset neighbourhood

Hma Group Holdings, LLC 401(k) PlanHma Group Holdings, LLC 401(…$210MBriggs & Stratton, LLC 401(k) PlanBriggs & Stratton, LLC 401(k…$210MLumileds LLC 401(k) Plan$210MVornado Realty Trust 401(k) PlanVornado Realty Trust 401(k) …$210MMusculoskeletal Transplant Foundation 401(k) Profit Sharing PlanMusculoskeletal Transplant F…$210M
End-of-year total assets ($M) among Hma Group Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$176M
Net Assets (End of Year)$210M
Net Income$34M
Employer EIN420985055
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hma Group Holdings, LLC)

Sponsor-wide plan assets over time

All Hma Group Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$245M 39.4497083437945% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $176M $245M ▲ +39.5%
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 Scatter plot of 6 data points. -200000200004000060000 012345 Total assets ($B) Participants Hma Group Holdings, LLC 401(k) Plan, Total assets ($B): 0.210313795 · Participants: 1020Hma Group Holdings, LLC 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Hma Group Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Hma Group Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Hma Group Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Briggs & Stratton, LLC 401(k) Plan in WI ($210M); by covered participants it is Barnhill Contracting Co.Psp in NC (1,020 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($210M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,020 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.

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).
Which 401(k) plans cover a similar participant headcount to Hma Group Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Barnhill Contracting Co.Psp in NC (1,020 participants, $70M in assets).

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.

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.