401(k) · DOL Form 5500 · 2023

Medically Home Group Inc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
321
Participants Below avg headcount
52nd
Percentile by assets National rank
$22,861
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Medically Home Group Inc 401(k) · Sponsored by Medically Home Group Inc · Massachusetts · Professional & Technical Services

$7M in assets, 321 participants

Medically Home Group Inc's Medically Home Group Inc 401(k) reported $7M in total assets and 321 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,230 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Medically Home Group Inc 401(k) covers 321 participants in Massachusetts, about 49% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.

#10,230
in Professional & Technical Services (20,321 peers)
+76.1%
assets growth YoY

Medically Home Group Inc 401(k)'s mid-pack asset rank among Professional & Technical Services and all filers

Medically Home Group Inc 401(k) vs every filed plan by assets

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

$7,338,418 Top 48% higher than 52% 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

Medically Home Group Inc 401(k) 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. Medically Home Group Inc 401(k) sits mid-pack in the medium band (321 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Medically Home Group Inc 401(k) end-of-year assets rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Medically Home Group Inc 401(k) reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Medically Home Group Inc 401(k) reported participants rose from 204 in the plan year 2022 filing to 321 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 811022962 · Medically Home Group Inc PY 2023 · 401(k)

Medically Home Group Inc 401(k) · $7M · 321 · 52nd

  • BOY $7M
  • BOY 321
  • BOY 52nd
  • BOY 401(k)
  • BOY near Qic US Management Inc. Retirement Plan
  • BOY ind #10230

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Medically Home Group Inc 401(k) in the asset neighbourhood

Medically Home Group Inc 401(k)Medically Home Group Inc 401…$7MQic US Management Inc. Retirement PlanQic US Management Inc. Retir…$7MParadox Inc 401(k) Plan$7MDaytona Br-Gd, Inc. 401(k) Profit Sharing PlanDaytona Br-Gd, Inc. 401(k) P…$7MVida Health Inc 401(k) Plan$7M
End-of-year total assets ($M) among Medically Home Group Inc 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN811022962
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Medically Home Group Inc)

Sponsor-wide plan assets over time

All Medically Home Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$10M 147.20659176044344% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $4.17M $10.3M ▲ +147.0%
Year Plans Participants Total Assets
2022 1 204 $4M
2023 1 321 $7M
2024 1 326 $10M

Nearby 401(k) Plans in Massachusetts

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

Medically Home Group Inc 401(k) vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Medically Home Group Inc 401(k), Total assets ($B): 0.007338418 · Participants: 321Medically Home Group Inc 401(k)Fidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Medically Home Group Inc 401(k) vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Medically Home Group Inc 401(k) side-by-side with 3 peers →

Medically Home Group Inc 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Qic US Management Inc. Retirement Plan in NY ($7M); by covered participants it is Sun City Summerlin Community Association, Inc. 401(k) Plan in NV (321 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (321 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 Medically Home Group Inc 401(k) assets move in 2023? ▼
Medically Home Group Inc 401(k) surged - up 76.1% during 2023, from $4M to $7M. Reported net income was $3M.
How have Medically Home Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medically Home Group Inc's sponsor-wide assets grew 147.2%, from $4M to $10M.
Which 401(k) plans are similar in size to Medically Home Group Inc 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Qic US Management Inc. Retirement Plan in NY ($7M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Medically Home Group Inc 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Sun City Summerlin Community Association, Inc. 401(k) Plan in NV (321 participants, $4M 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 811022962.

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.