401(k) · DOL Form 5500 · 2023
Hawthorn Medical Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $125M
- Total assets Near avg plan size
- 152
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $822,673
- Avg per participant High balance/head
Official DOL plan name: Hawthorn Medical Associates, LLC Profit Sharing Plan · Sponsored by Hawthorn Medical Associates, LLC · Massachusetts · Healthcare & Social Assistance
$125M in assets, 152 participants
Hawthorn Medical Associates, LLC's Hawthorn Medical Associates, LLC Profit Sharing Plan reported $125M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,549 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Hawthorn Medical Associates, LLC Profit Sharing Plan covers 152 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $125M.
- #16,549
- in Healthcare & Social Assistance (17,684 peers)
- +18.0%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Hawthorn Medical Associates, LLC Profit Sharing Plan's outsized position by total assets
Hawthorn Medical Associates, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$125,046,353 Top 7% higher than 93% 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
Hawthorn Medical Associates, LLC Profit Sharing 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. Hawthorn Medical Associates, LLC Profit Sharing Plan sits mid-pack in the medium band (152 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hawthorn Medical Associates, LLC Profit Sharing Plan reported net income rose from -$25M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Hawthorn Medical Associates, LLC Profit Sharing Plan end-of-year assets rose from $106M in the plan year 2022 filing to $125M in the plan year 2023 filing.
- Hawthorn Medical Associates, LLC Profit Sharing Plan reported participants rose from 145 in the plan year 2022 filing to 152 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 043436165 · Hawthorn Medical Associates, LLC PY 2023 · 401(k)
Hawthorn Medical Associates, LLC Profit Sharing Plan · $125M · 152 · 93rd
- EIN $125M
- EIN 152
- EIN 93rd
- EIN 401(k)
- EIN near Lewis Rice Profit Sharing Plan
- EIN ind #16549
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Hawthorn Medical Associates, LLC Profit Sharing Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $125M |
| Net Income | $19M |
| Employer EIN | 043436165 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hawthorn Medical Associates, LLC)
Sponsor-wide plan assets over time
All Hawthorn Medical Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $135M 27.2563949430742% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 145 | $106M |
| 2023 | 1 | 152 | $125M |
| 2024 | 1 | 151 | $135M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Hawthorn Medical Associates, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Lewis Rice Profit Sharing Plan in MO ($125M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($125M here).
- Lewis Rice Profit Sharing Plan (MO) $125M · 199
- A. Duda & Sons, Inc. Retirement and Savings Plan (FL) $125M · 1,179
- Sram LLC Retirement Savings Plan (IL) $125M · 830
- Franklin Covey Co. 401(k) Plan (UT) $125M · 828
Similar participant headcount
Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.
- Rapid Financial Services, LLC 401(k) Retirement Plan (MD) 152 · 0 off
- Unitex Union 401(k) Plan (NY) 152 · 0 off
- American Converters, Inc. Retirement Savings Plan (MN) 152 · 0 off
- Rockford Manufacturing Company Savings Plan (TN) 152 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.