401(k) · DOL Form 5500 · 2023
Hf Management Services, LLC 401(k) Plan
Data updated 2026-08-11
- $554M
- Total assets
- 5,585
- Participants
- 98th
- Percentile by assets
- $99,256
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $554M
- total plan assets (2023 EOY)
- 5,585
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $99,256
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Healthfirst Profit Sharing 401(k) Plan reports 5,585 participants - 7.0x that state average ($554M EOY assets).
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)
| 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.
Healthfirst Profit Sharing 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Healthfirst Profit Sharing 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Healthfirst Profit Sharing 401(k) Plan assets move in 2023? ▼
How have Hf Management Services, LLC plan assets changed over time? ▼
Where does Healthfirst Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Healthfirst Profit Sharing 401(k) Plan? ▼
Next read for Healthfirst Profit Sharing 401(k) Plan
Filing takeaways
Ways to act on Healthfirst Profit Sharing 401(k) Plan's numbers.
- By total assets, Healthfirst Profit Sharing 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 New York. Compare plans
- Hf Management Services, LLC's sponsor-wide assets have grown 56.6% since 2022 across 3 plan years on file. More Finance & Insurance plans