401(k) · DOL Form 5500 · 2023
Hf Management Services, LLC 401(k) Plan
Data updated 2026-08-25
- $554M
- Total assets Above avg plan size
- 5,585
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $99,256
- Avg per participant Below avg balance/head
Official DOL plan name: Healthfirst Profit Sharing 401(k) Plan · Sponsored by Hf Management Services, LLC · New York · Finance & Insurance
$554M in assets, 5,585 participants
Hf Management Services, LLC's Healthfirst Profit Sharing 401(k) Plan reported $554M in total assets and 5,585 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,505 in Finance & Insurance (8,869 peers)
Coverage in New York
Healthfirst Profit Sharing 401(k) Plan covers 5,585 participants in New York, 7.0x the typical New York plan (state average ~798 per filing). Assets: $554M.
- #8,505
- in Finance & Insurance (8,869 peers)
- +28.0%
- assets growth YoY
- 5.6×
- vs typical plan assets (national mean)
Healthfirst Profit Sharing 401(k) Plan's outsized position by total assets
Healthfirst Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$554,346,939 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Healthfirst Profit Sharing 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. Healthfirst Profit Sharing 401(k) Plan lands in the large band (5,585 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Healthfirst Profit Sharing 401(k) Plan reported net income rose from -$45M in the plan year 2022 filing to $121M in the plan year 2023 filing.
- Healthfirst Profit Sharing 401(k) Plan end-of-year assets rose from $433M in the plan year 2022 filing to $554M in the plan year 2023 filing.
- Healthfirst Profit Sharing 401(k) Plan reported participants rose from 4,992 in the plan year 2022 filing to 5,585 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 134069806 · Hf Management Services, LLC PY 2023 · 401(k)
Healthfirst Profit Sharing 401(k) Plan · $554M · 5,585 · 98th
- PART $554M
- PART 5,585
- PART 98th
- PART 401(k)
- PART near Meijer 401(k) Retirement Plan II
- PART ind #8505
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 New York →
Healthfirst Profit Sharing 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $433M |
|---|---|
| Net Assets (End of Year) | $554M |
| Net Income | $121M |
| Employer EIN | 134069806 |
| Plan Effective Date | 1996-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hf Management Services, LLC)
Sponsor-wide plan assets over time
All Hf Management Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $678M 56.628773869967006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,992 | $433M |
| 2023 | 1 | 5,585 | $554M |
| 2024 | 1 | 5,636 | $678M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Scale composition for Healthfirst Profit Sharing 401(k) Plan
Healthfirst Profit Sharing 401(k) Plan reports $554M in end-of-year assets across 5,585 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $99,256 per participant (72% of the national average assets-per-participant) . Net income for plan year 2023 was $121M.
This plan identity (EIN 134069806, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $433M to $678M (+56.6%) while covered participants moved from 4,992 to 5,636 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,992 | $433M | Open filing |
| 2023 | 5,585 | $554M | This page |
| 2024 · index core | 5,636 | $678M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Healthfirst Profit Sharing 401(k) Plan (401(k), $678M, 5,636 participants)
Healthfirst Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Meijer 401(k) Retirement Plan II in MI ($554M); by covered participants it is Mutual of Omaha 401(k) Retirement Savings Plan in NE (5,584 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($554M here).
- Meijer 401(k) Retirement Plan II (MI) $554M · 42,227
- Visteon Investment Plan (MI) $554M · 300
- Air Methods Corporation 401(k) Plan (CO) $553M · 4,817
- Puget Sound Electrical Workers 401(k) Savings Plan (WA) $553M · 8,015
Similar participant headcount
Nearest other-state filings by covered participants (5,585 participants); asset peers above are excluded.
- Mutual of Omaha 401(k) Retirement Savings Plan (NE) 5,584 · 1 off
- Ruan Employees' 401(k) Savings Plan (IA) 5,584 · 1 off
- Integrity Marketing Group 401(k) Plan (TX) 5,588 · 3 off
- Prolink Staffing Services, LLC 401(k) Plan (OH) 5,589 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.