401(k) · DOL Form 5500 · 2023
Health Pro Management Services, LLC 401(k) Plan
Data updated 2026-08-11
- $145M
- Total assets
- 6,485
- Participants
- 93rd
- Percentile by assets
- $22,315
- Avg per participant
Official DOL plan name: Healthpro-Heritage 401(k) Plan · Sponsored by Health Pro Management Services, LLC · Maryland · Professional & Technical Services
$145M in assets, 6,485 participants
Health Pro Management Services, LLC's Healthpro-Heritage 401(k) Plan reported $145M in total assets and 6,485 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #19,216 in Professional & Technical Services (20,321 peers)
Coverage in Maryland
Healthpro-Heritage 401(k) Plan covers 6,485 participants in Maryland, 7.0x the typical Maryland plan (state average ~929 per filing). Assets: $145M.
- $145M
- total plan assets (2023 EOY)
- 6,485
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $22,315
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Healthpro-Heritage 401(k) Plan reported net income rose from -$17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Healthpro-Heritage 401(k) Plan reported participants fell from 9,346 in the plan year 2022 filing to 6,485 in the plan year 2023 filing.
- Healthpro-Heritage 401(k) Plan end-of-year assets rose from $122M in the plan year 2022 filing to $145M in the plan year 2023 filing.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Healthpro-Heritage 401(k) Plan reports 6,485 participants - 7.0x that state average ($145M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $145M |
| Net Income | $22M |
| Employer EIN | 261167226 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health Pro Management Services, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,346 | $122M |
| 2023 | 1 | 6,485 | $145M |
| 2024 | 1 | 6,357 | $162M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Healthpro-Heritage 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Scale composition for Healthpro-Heritage 401(k) Plan
Healthpro-Heritage 401(k) Plan reports $145M in end-of-year assets across 6,485 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $22,315 per participant (16% of the national average assets-per-participant) . Net income for plan year 2023 was $22M.
This plan identity (EIN 261167226, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $122M to $162M (+32.3%) while covered participants moved from 9,346 to 6,357 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,346 | $122M | Open filing |
| 2023 | 6,485 | $145M | This page |
| 2024 · index core | 6,357 | $162M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Healthpro-Heritage 401(k) Plan (401(k), $162M, 6,357 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Healthpro-Heritage 401(k) Plan by total assets, not by location.
- Walsh Group 401(k) and Profit Sharing Plan for Union and Non-Union Employees (OR) $145M · 564
- Great Plains Health 401(k) Retirement Plan (NE) $145M · 1,101
- Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan (NC) $145M · 1,260
- M.D.C. Holdings, Inc. 401(k) Savings Plan (CO) $145M · 1,696
Frequently Asked Questions
How did Healthpro-Heritage 401(k) Plan assets move in 2023? ▼
How have Health Pro Management Services, LLC plan assets changed over time? ▼
Where does Healthpro-Heritage 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Healthpro-Heritage 401(k) Plan? ▼
Next read for Healthpro-Heritage 401(k) Plan
Filing takeaways
Ways to act on Healthpro-Heritage 401(k) Plan's numbers.
- By total assets, Healthpro-Heritage 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Maryland. Compare plans
- Health Pro Management Services, LLC's sponsor-wide assets have grown 32.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans