401(k) · DOL Form 5500 · 2023

Health Group Management, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
1,593
Participants Near avg headcount
57th
Percentile by assets National rank
$5,729
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Health Group Management, LLC 401(k) Plan · Sponsored by Health Group Management, LLC · California · Administrative & Support Services

$9M in assets, 1,593 participants

Health Group Management, LLC's Health Group Management, LLC 401(k) Plan reported $9M in total assets and 1,593 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,320 in Administrative & Support Services (4,372 peers)

Coverage in California

Health Group Management, LLC 401(k) Plan covers 1,593 participants in California, 2.5x the typical California plan (state average ~630 per filing). Assets: $9M.

#3,320
in Administrative & Support Services (4,372 peers)
+40.1%
assets growth YoY

Health Group Management, LLC 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Health Group Management, LLC 401(k) Plan vs every filed plan by assets

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

$9,125,665 Top 43% higher than 57% 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

Health Group Management, LLC 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. Health Group Management, LLC 401(k) Plan lands in the large band (1,593 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health Group Management, LLC 401(k) Plan reported net income rose from -$162K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Health Group Management, LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Health Group Management, LLC 401(k) Plan reported participants rose from 1,340 in the plan year 2022 filing to 1,593 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 474585795 · Health Group Management, LLC PY 2023 · 401(k)

Health Group Management, LLC 401(k) Plan · $9M · 1,593 · 57th

  • BOY $9M
  • BOY 1,593
  • BOY 57th
  • BOY 401(k)
  • BOY near Acro Industries Inc1 401(k) Profit Sharing Plan & Trust
  • BOY ind #3320

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 Administrative & Support Services retirement plans → · Plans in California →

Health Group Management, LLC 401(k) Plan in the asset neighbourhood

Health Group Management, LLC 401(k) PlanHealth Group Management, LLC…$9MAcro Industries Inc1 401(k) Profit Sharing Plan & TrustAcro Industries Inc1 401(k) …$9M403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc.403(b) Thrift Plan for Goodw…$9MValenz 401(k) Retirement Savings PlanValenz 401(k) Retirement Sav…$9MWoudenberg Enterprises, LLC 401(k) PlanWoudenberg Enterprises, LLC …$9M
End-of-year total assets ($M) among Health Group Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN474585795
Plan Effective Date2013-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Group Management, LLC)

Sponsor-wide plan assets over time

All Health Group Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 85.3497616360747% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $6.51M $12.1M ▲ +85.4%
Year Plans Participants Total Assets
2022 1 1,340 $7M
2023 1 1,593 $9M
2024 1 1,830 $12M

Nearby 401(k) Plans in California

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

Health Group Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Health Group Management, LLC 401(k) Plan, Total assets ($B): 0.009125665 · Participants: 1593Health Group Management, LLC 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
Health Group Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Health Group Management, LLC 401(k) Plan side-by-side with 3 peers →

Health Group Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Acro Industries Inc1 401(k) Profit Sharing Plan & Trust in NY ($9M); by covered participants it is Exeter Finance LLC 401(k) Profit Sharing Plan in TX (1,593 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,593 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 Health Group Management, LLC 401(k) Plan assets move in 2023? ▼
Health Group Management, LLC 401(k) Plan surged - up 40.1% during 2023, from $7M to $9M. Reported net income was $3M.
How have Health Group Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Group Management, LLC's sponsor-wide assets grew 85.3%, from $7M to $12M.
Which 401(k) plans are similar in size to Health Group Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acro Industries Inc1 401(k) Profit Sharing Plan & Trust in NY ($9M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Health Group Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Exeter Finance LLC 401(k) Profit Sharing Plan in TX (1,593 participants, $66M 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 474585795.

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.