401(k)
2023 plan-year 401(k) DOL Form 5500

Hcf Management, Inc. Retirement Incentive Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Hcf Management, Inc. · Ohio · Healthcare & Social Assistance

What the 2023 filing shows

Hcf Management, Inc. Retirement Incentive Savings Plan holds $53M for 2,135 participants — about $24,848 per participant, up 14.2% over the 2023 plan year.

$53M
total plan assets (2023 EOY)
2,135
covered participants
$24,848
avg assets per participant
+14.2%
assets growth YoY
Total Assets (2023)
$53M
Participants
2,135
State
Industry
Healthcare & Social Assistance

What the Filing Says About Hcf Management, Inc. Retirement Incentive Savings Plan

Hcf Management, Inc. Retirement Incentive Savings Plan is a 401(k) retirement plan sponsored by Hcf Management, Inc., headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $53M in total end-of-year assets and covers 2,135 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 200085606, and the plan has been effective since 1993-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $46M at the beginning of 2023 to $53M at year-end — a gain of 14.2%. Net assets (after liabilities) closed the year at $53M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$46M
Total Assets (End of Year)$53M
Net Assets (End of Year)$53M
Net Income$7M
Plan Type401(k)
Employer EIN200085606
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hcf Management, Inc.)

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

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Frequently Asked Questions

How much money is in the Hcf Management, Inc. Retirement Incentive Savings Plan?
As of the 2023 Form 5500 filing, Hcf Management, Inc. Retirement Incentive Savings Plan holds $53M in total assets with 2,135 participants. It is sponsored by Hcf Management, Inc..
What type of plan is Hcf Management, Inc. Retirement Incentive Savings Plan?
Hcf Management, Inc. Retirement Incentive Savings Plan is a 401(k) plan. It has been effective since 1993-01-01. The plan is filed with the U.S. Department of Labor under EIN 200085606.
Who sponsors the Hcf Management, Inc. Retirement Incentive Savings Plan?
Hcf Management, Inc. Retirement Incentive Savings Plan is sponsored by Hcf Management, Inc., located in Ohio. The sponsor's EIN is 200085606 and the plan operates in the Healthcare & Social Assistance industry.
How did Hcf Management, Inc. Retirement Incentive Savings Plan perform in 2023?
Hcf Management, Inc. Retirement Incentive Savings Plan grew by 14.2% during 2023, moving from $46M to $53M in total assets. Net income was $7M.
Where can I find official filings for Hcf Management, Inc. Retirement Incentive Savings Plan?
Official Form 5500 filings for Hcf Management, Inc. Retirement Incentive Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 200085606 or plan name at efast.dol.gov.
How does Hcf Management, Inc. Retirement Incentive Savings Plan compare to other plans?
You can compare Hcf Management, Inc. Retirement Incentive Savings Plan against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.