Other · DOL Form 5500 · 2023

Health Management Services Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
302
Participants Below avg headcount
69th
Percentile by assets National rank
$53,529
Avg per participant Low balance/head
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Official DOL plan name: Health Management Services Pension Plan · Sponsored by Health Management Services · Massachusetts · Healthcare & Social Assistance

$16M in assets, 302 participants

Health Management Services's Health Management Services Pension Plan reported $16M in total assets and 302 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,008 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Health Management Services Pension Plan covers 302 participants in Massachusetts, about 46% of the average Massachusetts filer (state average ~659 per filing). Assets: $16M.

#13,008
in Healthcare & Social Assistance (17,684 peers)
+1.3%
assets growth YoY

Health Management Services Pension Plan's outsized position by total assets

Health Management Services Pension Plan vs every filed plan by assets

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

$16,165,693 Top 31% higher than 69% 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 Management Services Pension 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 Management Services Pension Plan sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health Management Services Pension Plan reported net income rose from -$4M in the plan year 2022 filing to $953K in the plan year 2023 filing.
  • Health Management Services Pension Plan reported participants fell from 351 in the plan year 2022 filing to 302 in the plan year 2023 filing.
  • Health Management Services Pension Plan end-of-year assets rose from $16M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222581863 · Health Management Services PY 2023 · Other

Health Management Services Pension Plan · $16M · 302 · 69th

  • RANK $16M
  • RANK 302
  • RANK 69th
  • RANK Other
  • RANK near Keys School DC Plan
  • RANK ind #13008

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 →

Health Management Services Pension Plan in the asset neighbourhood

Health Management Services Pension PlanHealth Management Services P…$16MKeys School DC Plan$16MBeverly Hospital Employees' Retirement PlanBeverly Hospital Employees' …$16MJudson University Retirement PlanJudson University Retirement…$16MGoodwill Industries of Southern California, Inc. 403(b) Thrift PlanGoodwill Industries of South…$16M
End-of-year total assets ($M) among Health Management Services Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income$953K
Employer EIN222581863
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Management Services)

Sponsor-wide plan assets over time

All Health Management Services plans reported in each filing year

Latest sponsor-wide plan assets
$18M 15.609126038257198% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $16M $18.4M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 351 $16M
2023 1 302 $16M
2024 1 335 $18M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Health Management Services Pension Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Health Management Services Pension Plan, Total assets ($B): 0.016165693 · Participants: 302Health Management Services Pension PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Health Management Services Pension Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Health Management Services Pension Plan side-by-side with 3 peers →

Health Management Services Pension Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Keys School DC Plan in CA ($16M); by covered participants it is Colby-Sawyer College DC Retirement Plan in NH (302 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Management Services Pension Plan assets move in 2023? ▼
Health Management Services Pension Plan edged up modestly - up 1.3% during 2023, from $16M to $16M. Reported net income was $953K.
How have Health Management Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Management Services's sponsor-wide assets grew 15.6%, from $16M to $18M.
Which Other plans are similar in size to Health Management Services Pension Plan? ▼
Among Other plans in other states, the closest by assets is Keys School DC Plan in CA ($16M, 76 participants).
Which Other plans cover a similar participant headcount to Health Management Services Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is Colby-Sawyer College DC Retirement Plan in NH (302 participants, $51M 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 222581863.

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.