ESOP · DOL Form 5500 · 2023

Hms Holdings, Inc. ESOP

Data updated 2026-08-11

$11M
Total assets
139
Participants
60th
Percentile by assets
$75,555
Avg per participant
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Official DOL plan name: Healthcare Management Solutions Employee Stock Ownership Plan · Sponsored by Hms Holdings, Inc. · West Virginia · Professional & Technical Services

$11M in assets, 139 participants

Hms Holdings, Inc.'s Healthcare Management Solutions Employee Stock Ownership Plan reported $11M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • 60th percentile by assets (of 127,072 plans)
  • #11,869 in Professional & Technical Services (20,321 peers)

Coverage in West Virginia

Healthcare Management Solutions Employee Stock Ownership Plan covers 139 participants in West Virginia, about 30% of the average West Virginia filer (state average ~467 per filing). Assets: $11M.

$11M
total plan assets (2023 EOY)
139
covered participants
60th
percentile by assets (of 127,072 plans)
$75,555
avg assets per participant

Where Healthcare Management Solutions Employee Stock Ownership Plan sits by total assets

Healthcare Management Solutions Employee Stock Ownership Plan vs every filed plan by assets

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

$10,502,086 Top 40% higher than 60% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Healthcare Management Solutions Employee Stock Ownership Plan reported net income rose from -$13M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Healthcare Management Solutions Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Healthcare Management Solutions Employee Stock Ownership Plan reported participants fell from 144 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
West Virginia
Industry
Professional & Technical Services

Participants vs West Virginia filers

In West Virginia, the average filing covers about 467 participants across 380 plans. Healthcare Management Solutions Employee Stock Ownership Plan reports 139 participants - about 30% of that state average ($11M EOY assets).

West Virginia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$5M
Net Income$6M
Employer EIN882227885
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hms Holdings, Inc.)

$4M$6M$8M$10M$12M 202220232024 $4.78M $10.3M ▲ +115.5%
Total plan assets by year, all Hms Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 144 $5M
2023 1 139 $11M
2024 1 126 $10M

Nearby ESOP Plans in West Virginia

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

Healthcare Management Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 020406080100 Total assets ($M) Participants Healthcare Managemen…, Total assets ($M): 10.502086 · Participants: 139Healthcare Managemen…Triton Employee Stoc…, Total assets ($M): 81.933827 · Participants: 61Triton Employee Stoc…Port Amherst, Ltd. E…, Total assets ($M): 42.811968 · Participants: 325Port Amherst, Ltd. E…Mulberry's Independe…, Total assets ($M): 36.78 · Participants: 1687Mulberry's Independe…Weirton Geriatric Ce…, Total assets ($M): 29.237019 · Participants: 137Weirton Geriatric Ce…Cgp Foods Inc. Emplo…, Total assets ($M): 20.596104 · Participants: 282Cgp Foods Inc. Emplo…
Healthcare Management Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants
Compare Healthcare Management Solutions Employee… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Healthcare Management Solutions Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Healthcare Management Solutions Employee Stock Ownership Plan assets move in 2023? ▼
Healthcare Management Solutions Employee Stock Ownership Plan surged - up 119.7% during 2023, from $5M to $11M. Reported net income was $6M.
How have Hms Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hms Holdings, Inc.'s sponsor-wide assets grew 115.5%, from $5M to $10M.
Which ESOP plans are similar in size to Healthcare Management Solutions Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Miami Corporation Employee Stock Ownership Plan in OH ($11M, 64 participants).

Next read for Healthcare Management Solutions Employee…

Filing takeaways

Ways to act on Healthcare Management Solutions Employee Stock Ownership Plan's numbers.

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 882227885.

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.