401(k) · DOL Form 5500 · 2023

Health Care Management Group 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
869
Participants Near avg headcount
61st
Percentile by assets National rank
$12,899
Avg per participant Low balance/head
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Official DOL plan name: Health Care Management Group Retirement Plan · Sponsored by Health Care Management Group · Ohio · Healthcare & Social Assistance

$11M in assets, 869 participants

Health Care Management Group's Health Care Management Group Retirement Plan reported $11M in total assets and 869 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,763 in Healthcare & Social Assistance (17,684 peers)

Health Care Management Group multi-year trail

Health Care Management Group's plans moved +23.6% in assets from 2022 to 2024; this filing shows Health Care Management Group Retirement Plan at $11M / 869 participants.

#11,763
in Healthcare & Social Assistance (17,684 peers)
+19.4%
assets growth YoY

Health Care Management Group Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Health Care Management Group Retirement Plan vs every filed plan by assets

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

$11,208,898 Top 39% higher than 61% 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 Care Management Group Retirement 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. Health Care Management Group Retirement Plan sits mid-pack in the medium band (869 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health Care Management Group Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Health Care Management Group Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Health Care Management Group Retirement Plan reported participants rose from 801 in the plan year 2022 filing to 869 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 311372417 · Health Care Management Group PY 2023 · 401(k)

Health Care Management Group Retirement Plan · $11M · 869 · 61st

  • TYPE $11M
  • NET 869
  • BOOK 61st
  • VS-ST 401(k)
  • BOY near Summit Handling Systems, Inc.401(k) Profit Sharing Plan
  • SCH ind #11763

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 Ohio →

Health Care Management Group Retirement Plan in the asset neighbourhood

Health Care Management Group Retirement PlanHealth Care Management Group…$11MSummit Handling Systems, Inc.401(k) Profit Sharing PlanSummit Handling Systems, Inc…$11MNew Generation Wellness, Inc. 401(k) Profit Sharing PlanNew Generation Wellness, Inc…$11MLutco, Inc. 401(k) Plan$11MCampusworks Inc. 401(k) Profit Sharing PlanCampusworks Inc. 401(k) Prof…$11M
End-of-year total assets ($M) among Health Care Management Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Health Care Management Group multi-year asset trail

Sponsor-wide plan assets over time

All Health Care Management Group plans reported in each filing year

Latest sponsor-wide plan assets
$12M 23.61926132962202% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.39M $11.6M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 801 $9M
2023 1 869 $11M
2024 1 873 $12M

Health Care Management Group filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN311372417
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Health Care Management Group Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Health Care Management Group Retirement Plan, Total assets ($B): 0.011208898 · Participants: 869Health Care Management Group Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Health Care Management Group Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Health Care Management Group Retirement Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Summit Handling Systems, Inc.401(k) Profit Sharing Plan in CT ($11M); by covered participants it is Freshly, Inc. 401(k) Retirement Plan in NY (869 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (869 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 Care Management Group Retirement Plan assets move in 2023? ▼
Health Care Management Group Retirement Plan grew sharply - up 19.4% during 2023, from $9M to $11M. Reported net income was $2M.
How have Health Care Management Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Care Management Group's sponsor-wide assets grew 23.6%, from $9M to $12M.
Which 401(k) plans are similar in size to Health Care Management Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Summit Handling Systems, Inc.401(k) Profit Sharing Plan in CT ($11M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Health Care Management Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Freshly, Inc. 401(k) Retirement Plan in NY (869 participants, N/A 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 311372417.

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.