401(k) · DOL Form 5500 · 2023

Healthsmart Management Services Organizations Inc 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
244
Participants Below avg headcount
60th
Percentile by assets National rank
$44,384
Avg per participant Low balance/head
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Official DOL plan name: Healthsmart Management Services Organizations, Inc. 401(k) Plan · Sponsored by Healthsmart Management Services Organizations Inc · California · Management of Enterprises

$11M in assets, 244 participants

Healthsmart Management Services Organizations Inc's Healthsmart Management Services Organizations, Inc. 401(k) Plan reported $11M in total assets and 244 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #444 in Management of Enterprises (1,137 peers)

Coverage in California

Healthsmart Management Services Organizations, Inc. 401(k) Plan covers 244 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $11M.

#444
in Management of Enterprises (1,137 peers)
+32.7%
assets growth YoY

Healthsmart Management Services Organizations, Inc. 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Healthsmart Management Services Organizations, Inc. 401(k) Plan vs every filed plan by assets

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

$10,829,732 Top 40% higher than 60% 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

Healthsmart Management Services Organizations, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthsmart Management Services Organizations, Inc. 401(k) Plan sits mid-pack in the medium band (244 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Healthsmart Management Services Organizations, Inc. 401(k) Plan reported net income rose from $20K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Healthsmart Management Services Organizations, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Healthsmart Management Services Organizations, Inc. 401(k) Plan reported participants rose from 220 in the plan year 2022 filing to 244 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 931209030 · Healthsmart Management Services Organizations Inc PY 2023 · 401(k)

Healthsmart Management Services Organizations, Inc. 401(k) Plan · $11M · 244 · 60th

  • BOOK $11M
  • VS-ST 244
  • BOY 60th
  • SCH 401(k)
  • EBSA near Cash Register Sales, Inc. 401(k)/Profit Sharing Plan
  • PART ind #444

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 Management of Enterprises retirement plans → · Plans in California →

Healthsmart Management Services Organizations, Inc. 401(k) Plan in the asset neighbourhood

Healthsmart Management Services Organizations, Inc. 401(k) PlanHealthsmart Management Servi…$11MCash Register Sales, Inc. 401(k)/Profit Sharing PlanCash Register Sales, Inc. 40…$11MIkg USA, LLC 401(k) Plan$11MWynmoor Community Council, Inc. 401(k) PlanWynmoor Community Council, I…$11MDavis & Campbell L.L.C. Retirement Savings Plan and TrustDavis & Campbell L.L.C. Reti…$11M
End-of-year total assets ($M) among Healthsmart Management Services Organizations, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN931209030
Plan Effective Date2003-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthsmart Management Services Organizations Inc)

Sponsor-wide plan assets over time

All Healthsmart Management Services Organizations Inc plans reported in each filing year

Latest sponsor-wide plan assets
$13M 62.657811169482855% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.16M $13.3M ▲ +62.6%
Year Plans Participants Total Assets
2022 1 220 $8M
2023 1 244 $11M
2024 1 258 $13M

Nearby 401(k) Plans in California

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

Healthsmart Management Services Organizations, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Healthsmart Management Services Organizations, Inc. 401(k) Plan, Total assets ($B): 0.010829732 · Participants: 244Healthsmart Management Services Organizations, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Healthsmart Management Services Organizations, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Healthsmart Management Services Organizations, Inc. 401(k) Plan side-by-side with 3 peers →

Healthsmart Management Services Organizations, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cash Register Sales, Inc. 401(k)/Profit Sharing Plan in MN ($11M); by covered participants it is One Network Enterprises, Inc. 401(k) Ps Plan & Trust in TX (244 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (244 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 Healthsmart Management Services Organizations, Inc. 401(k) Plan assets move in 2023? ▼
Healthsmart Management Services Organizations, Inc. 401(k) Plan surged - up 32.7% during 2023, from $8M to $11M. Reported net income was $3M.
How have Healthsmart Management Services Organizations Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthsmart Management Services Organizations Inc's sponsor-wide assets grew 62.7%, from $8M to $13M.
Which 401(k) plans are similar in size to Healthsmart Management Services Organizations, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cash Register Sales, Inc. 401(k)/Profit Sharing Plan in MN ($11M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Healthsmart Management Services Organizations, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is One Network Enterprises, Inc. 401(k) Ps Plan & Trust in TX (244 participants, $14M 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 931209030.

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.