401(k) · DOL Form 5500 · 2023

Hcf Management, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
2,135
Participants Near avg headcount
86th
Percentile by assets National rank
$24,848
Avg per participant Low balance/head
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Official DOL plan name: Hcf Management, Inc. Retirement Incentive Savings Plan · Sponsored by Hcf Management, Inc. · Ohio · Healthcare & Social Assistance

$53M in assets, 2,135 participants

Hcf Management, Inc.'s Hcf Management, Inc. Retirement Incentive Savings Plan reported $53M in total assets and 2,135 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,615 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Hcf Management, Inc. Retirement Incentive Savings Plan covers 2,135 participants in Ohio, 2.8x the typical Ohio plan (state average ~765 per filing). Assets: $53M.

#15,615
in Healthcare & Social Assistance (17,684 peers)
+14.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Hcf Management, Inc. Retirement Incentive Savings Plan's outsized position by total assets

Hcf Management, Inc. Retirement Incentive Savings Plan vs every filed plan by assets

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

$53,050,644 Top 14% higher than 86% 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

Hcf Management, Inc. Retirement Incentive Savings 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. Hcf Management, Inc. Retirement Incentive Savings Plan lands in the large band (2,135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hcf Management, Inc. Retirement Incentive Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Hcf Management, Inc. Retirement Incentive Savings Plan end-of-year assets rose from $46M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Hcf Management, Inc. Retirement Incentive Savings Plan reported participants fell from 2,352 in the plan year 2022 filing to 2,135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 200085606 · Hcf Management, Inc. PY 2023 · 401(k)

Hcf Management, Inc. Retirement Incentive Savings Plan · $53M · 2,135 · 86th

  • VS-ST $53M
  • VS-ST 2,135
  • VS-ST 86th
  • VS-ST 401(k)
  • VS-ST near Universal Logistics Holdings, Inc. 401(k) Plan
  • VS-ST ind #15615

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 →

Hcf Management, Inc. Retirement Incentive Savings Plan in the asset neighbourhood

Oxford Instruments 401(k) PlanOxford Instruments 401(k) Pl…$53MPulmonary Medicine Associates Medical Group, Inc. 401(k) Profit Sharing PlanPulmonary Medicine Associate…$53MHcf Management, Inc. Retirement Incentive Savings PlanHcf Management, Inc. Retirem…$53MUniversal Logistics Holdings, Inc. 401(k) PlanUniversal Logistics Holdings…$53MNorthern Rivers Family Services, Inc. and Member Agencies Retirement PlanNorthern Rivers Family Servi…$53M
End-of-year total assets ($M) among Hcf Management, Inc. Retirement Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$53M
Net Income$7M
Employer EIN200085606
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hcf Management, Inc.)

Sponsor-wide plan assets over time

All Hcf Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 14.326484669477704% vs 2022
2024 filing year
$44M$46M$48M$50M$52M$54M 202220232024 $46.5M $53.1M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 2,352 $46M
2023 1 2,135 $53M
2024 1 2,148 $53M

Nearby 401(k) Plans in Ohio

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

Hcf Management, Inc. Retirement Incentive Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Hcf Management, Inc. Retirement Incentive Savings Plan, Total assets ($B): 0.053050644 · Participants: 2135Hcf Management, Inc. Retirement Incentive Savings 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
Hcf Management, Inc. Retirement Incentive Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Hcf Management, Inc. Retirement Incentive Savings Plan side-by-side with 3 peers →

Hcf Management, Inc. Retirement Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Universal Logistics Holdings, Inc. 401(k) Plan in MI ($53M); by covered participants it is Columbia Bank Cash or Deferred Profit Sharing 401(k) Plan and Trust in WA (2,134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,135 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 Hcf Management, Inc. Retirement Incentive Savings Plan assets move in 2023? ▼
Hcf Management, Inc. Retirement Incentive Savings Plan grew at a solid clip - up 14.2% during 2023, from $46M to $53M. Reported net income was $7M.
How have Hcf Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hcf Management, Inc.'s sponsor-wide assets grew 14.3%, from $46M to $53M.
Where does Hcf Management, Inc. Retirement Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Hcf Management, Inc. Retirement Incentive Savings Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hcf Management, Inc. Retirement Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Universal Logistics Holdings, Inc. 401(k) Plan in MI ($53M, 2,689 participants).
Which 401(k) plans cover a similar participant headcount to Hcf Management, Inc. Retirement Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Columbia Bank Cash or Deferred Profit Sharing 401(k) Plan and Trust in WA (2,134 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 200085606.

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.