ESOP · DOL Form 5500 · 2023

Hms Holdings, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
139
Participants Small participant base
60th
Percentile by assets National rank
$75,555
Avg per participant Below avg balance/head
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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.

  • #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.

#11,869
in Professional & Technical Services (20,321 peers)
+119.7%
assets growth YoY

Healthcare Management Solutions Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

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 $2,050,000,000 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

Healthcare Management Solutions Employee Stock Ownership 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. Healthcare Management Solutions Employee Stock Ownership Plan sits mid-pack in the medium band (139 participants).

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 →

Published 5500 schedule card

Filing strip 882227885 · Hms Holdings, Inc. PY 2023 · ESOP

Healthcare Management Solutions Employee Stock Ownership Plan · $11M · 139 · 60th

  • PCT $11M
  • EIN 139
  • RANK 60th
  • PHOTO ESOP
  • IND near The Miami Corporation Employee Stock Ownership Plan
  • EOY ind #11869

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 What is an ESOP? → · Plans in West Virginia →

Healthcare Management Solutions Employee Stock Ownership Plan in the asset neighbourhood

Keltech, Inc. Employee Stock Ownership PlanKeltech, Inc. Employee Stock…$11MKurtz Bros. Employee Stock Ownership PlanKurtz Bros. Employee Stock O…$11MAlamon, Inc. ESOP & Profit Sharing PlanAlamon, Inc. ESOP & Profit S…$11MHealthcare Management Solutions Employee Stock Ownership PlanHealthcare Management Soluti…$11MThe Miami Corporation Employee Stock Ownership PlanThe Miami Corporation Employ…$11M
End-of-year total assets ($M) among Healthcare Management Solutions Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Hms Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 115.48117154811715% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $4.78M $10.3M ▲ +115.5%
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 ($M) Participants Healthcare Management Solutions Employee Stock Ownership Plan, Total assets ($M): 10.502086 · Participants: 139Healthcare Management Solutions Employee Stock Ownership PlanTriton Employee Stock Ownership Plan, Total assets ($M): 81.933827 · Participants: 61Triton Employee Stock Ownership PlanPort Amherst, Ltd. Employee Stock Ownership Plan, Total assets ($M): 42.811968 · Participants: 325Port Amherst, Ltd. Employee Stock Ownership PlanMulberry's Independent Home Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 36.78 · Participants: 1687Mulberry's Independent Home Services, Inc. Employee Stock Ownership PlanWeirton Geriatric Center, Inc. Employees' Stock Ownership Plan, Total assets ($M): 29.237019 · Participants: 137Weirton Geriatric Center, Inc. Employees' Stock Ownership PlanCgp Foods Inc. Employee Stock Ownership Plan, Total assets ($M): 20.596104 · Participants: 282Cgp Foods Inc. Employee Stock Ownership Plan
Healthcare Management Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants
Compare Healthcare Management Solutions Employee Stock Ownership Plan side-by-side with 3 peers →

Healthcare Management Solutions Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside West Virginia, the nearest ESOP by assets is The Miami Corporation Employee Stock Ownership Plan in OH ($11M); by covered participants it is Poblocki Paving Corp. Employee Stock Ownership Plan in WI (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 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).
Which ESOP plans cover a similar participant headcount to Healthcare Management Solutions Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Poblocki Paving Corp. Employee Stock Ownership Plan in WI (139 participants, $25M 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 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.