401(k) · DOL Form 5500 · 2023

Health Plus Management LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
326
Participants Below avg headcount
32nd
Percentile by assets National rank
$7,177
Avg per participant Low balance/head
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Official DOL plan name: Health Plus Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Health Plus Management LLC · New York · Retail Trade

$2M in assets, 326 participants

Health Plus Management LLC's Health Plus Management LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 326 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,716 in Retail Trade (8,414 peers)

Coverage in New York

Health Plus Management LLC 401(k) Profit Sharing Plan & Trust covers 326 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $2M.

#3,716
in Retail Trade (8,414 peers)
+59.2%
assets growth YoY

Health Plus Management LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Health Plus Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,339,731 32nd percentile higher than 32% 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

Health Plus Management LLC 401(k) Profit Sharing Plan & Trust 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. Health Plus Management LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (326 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health Plus Management LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $174K in the plan year 2022 filing to $870K in the plan year 2023 filing.
  • Health Plus Management LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Health Plus Management LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 302 in the plan year 2022 filing to 326 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 900818246 · Health Plus Management LLC PY 2023 · 401(k)

Health Plus Management LLC 401(k) Profit Sharing Plan & Trust · $2M · 326 · 32nd

  • ASSETS $2M
  • ASSETS 326
  • ASSETS 32nd
  • ASSETS 401(k)
  • ASSETS near Metropolitan Warehouse & Delivery Corp 401(k) Plan
  • ASSETS ind #3716

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 Retail Trade retirement plans → · Plans in New York →

Health Plus Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Health Plus Management LLC 401(k) Profit Sharing Plan & TrustHealth Plus Management LLC 4…$2MMetropolitan Warehouse & Delivery Corp 401(k) PlanMetropolitan Warehouse & Del…$2MOwprd, Inc. Simple 401(k) PlanOwprd, Inc. Simple 401(k) Pl…$2MFaulstich Printing Company, Inc. Retirement PlanFaulstich Printing Company, …$2MAfallon Management Company LLC Dba Pinnacle Management CompanyAfallon Management Company L…$2M
End-of-year total assets ($M) among Health Plus Management LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$870K
Employer EIN900818246
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Plus Management LLC)

Sponsor-wide plan assets over time

All Health Plus Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 125.94251118994907% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.47M $3.32M ▲ +125.9%
Year Plans Participants Total Assets
2022 1 302 $1M
2023 1 326 $2M
2024 1 335 $3M

Nearby 401(k) Plans in New York

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

Health Plus Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Health Plus Management LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002339731 · Participants: 326Health Plus Management LLC 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Health Plus Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Health Plus Management LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Health Plus Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Metropolitan Warehouse & Delivery Corp 401(k) Plan in NJ ($2M); by covered participants it is Verinext Corp. 401(k) Retirement Plan in PA (326 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (326 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 Health Plus Management LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Health Plus Management LLC 401(k) Profit Sharing Plan & Trust surged - up 59.2% during 2023, from $1M to $2M. Reported net income was $870K.
How have Health Plus Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Plus Management LLC's sponsor-wide assets grew 125.9%, from $1M to $3M.
Which 401(k) plans are similar in size to Health Plus Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Metropolitan Warehouse & Delivery Corp 401(k) Plan in NJ ($2M, 369 participants).
Which 401(k) plans cover a similar participant headcount to Health Plus Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Verinext Corp. 401(k) Retirement Plan in PA (326 participants, $33M 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 900818246.

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.