401(k) · DOL Form 5500 · 2023
Hcp Financial and Management Ser 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 1,537
- Participants Near avg headcount
- 54th
- Percentile by assets National rank
- $5,156
- Avg per participant Low balance/head
Official DOL plan name: Hcp Financial and Management Services 401(k) Plan · Sponsored by Hcp Financial and Management Ser · Illinois · Healthcare & Social Assistance
$8M in assets, 1,537 participants
Hcp Financial and Management Ser's Hcp Financial and Management Services 401(k) Plan reported $8M in total assets and 1,537 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #10,455 in Healthcare & Social Assistance (17,684 peers)
Hcp Financial and Management Ser multi-year trail
Hcp Financial and Management Ser's plans moved +66.3% in assets from 2022 to 2024; this filing shows Hcp Financial and Management Services 401(k) Plan at $8M / 1,537 participants.
- #10,455
- in Healthcare & Social Assistance (17,684 peers)
- +30.6%
- assets growth YoY
Hcp Financial and Management Services 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Hcp Financial and Management Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,925,390 Top 46% higher than 54% 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
Hcp Financial and Management Services 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. Hcp Financial and Management Services 401(k) Plan lands in the large band (1,537 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hcp Financial and Management Services 401(k) Plan reported net income rose from -$211K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Hcp Financial and Management Services 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Hcp Financial and Management Services 401(k) Plan reported participants rose from 1,291 in the plan year 2022 filing to 1,537 in the plan year 2023 filing.
DOL schedule card
Filing strip 412160925 · Hcp Financial and Management Ser PY 2023 · 401(k)
Hcp Financial and Management Services 401(k) Plan · $8M · 1,537 · 54th
- NET $8M
- BOOK 1,537
- VS-ST 54th
- BOY 401(k)
- SCH near Schwartz & Associates, P.a. 401(k) Salary Savings Plan
- EBSA ind #10455
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 Illinois →
Hcp Financial and Management Services 401(k) Plan in the asset neighbourhood
Hcp Financial and Management Ser multi-year asset trail
Sponsor-wide plan assets over time
All Hcp Financial and Management Ser plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 66.3278441091078% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,291 | $6M |
| 2023 | 1 | 1,537 | $8M |
| 2024 | 1 | 1,610 | $10M |
Hcp Financial and Management Ser filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 412160925 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Hcp Financial and Management Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Schwartz & Associates, P.a. 401(k) Salary Savings Plan in MS ($8M); by covered participants it is Genedx Holdings Corp. 401(k) Plan in CT (1,537 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Schwartz & Associates, P.a. 401(k) Salary Savings Plan (MS) $8M · 92
- Grand Street Settlement, Inc. 401(k) Plan (NY) $8M · 296
- Ridge Care 401(k) Plan (NC) $8M · 180
- Prescryptive Health 401(k) Plan (WA) $8M · 200
Similar participant headcount
Nearest other-state filings by covered participants (1,537 participants); asset peers above are excluded.
- Genedx Holdings Corp. 401(k) Plan (CT) 1,537 · 0 off
- Powell Industries, Inc. Employees Incentive Savings Plan (TX) 1,536 · 1 off
- Rubrik 401(k) Plan (CA) 1,536 · 1 off
- Norton Rose Fulbright US L.L.P. 401(k) and Profit Sharing Plan (TX) 1,538 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.