401(k) · DOL Form 5500 · 2023

Health Pro Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$145M
Total assets Near avg plan size
6,485
Participants Above avg headcount
93rd
Percentile by assets National rank
$22,315
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#19,216
in Professional & Technical Services (20,321 peers)
+18.3%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Healthpro-Heritage 401(k) Plan's outsized position by total assets

Healthpro-Heritage 401(k) Plan vs every filed plan by assets

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

$144,712,503 Top 7% higher than 93% 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

Healthpro-Heritage 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthpro-Heritage 401(k) Plan lands in the large band (6,485 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261167226 · Health Pro Management Services, LLC PY 2023 · 401(k)

Healthpro-Heritage 401(k) Plan · $145M · 6,485 · 93rd

  • PART $145M
  • TYPE 6,485
  • NET 93rd
  • BOOK 401(k)
  • VS-ST near Walsh Group 401(k) and Profit Sharing Plan for Union and Non-Union Employees
  • BOY ind #19216

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 Maryland →

Healthpro-Heritage 401(k) Plan in the asset neighbourhood

Walsh Group 401(k) and Profit Sharing Plan for Union and Non-Union EmployeesWalsh Group 401(k) and Profi…$145MHealthpro-Heritage 401(k) PlanHealthpro-Heritage 401(k) Pl…$145MGreat Plains Health 401(k) Retirement PlanGreat Plains Health 401(k) R…$145MGregory Poole Equipment Company Retirement Savings and Profit Sharing PlanGregory Poole Equipment Comp…$145MM.D.C. Holdings, Inc. 401(k) Savings PlanM.D.C. Holdings, Inc. 401(k)…$145M
End-of-year total assets ($M) among Healthpro-Heritage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$145M
Net Income$22M
Employer EIN261167226
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Pro Management Services, LLC)

Sponsor-wide plan assets over time

All Health Pro Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$162M 32.32865498262402% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $122M $162M ▲ +32.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Healthpro-Heritage 401(k) Plan, Total assets ($B): 0.144712503 · Participants: 6485Healthpro-Heritage 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Healthpro-Heritage 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Healthpro-Heritage 401(k) Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Walsh Group 401(k) and Profit Sharing Plan for Union and Non-Union Employees in OR ($145M); by covered participants it is Koch Meat Co., Inc. 401(k) Plan in IL (6,485 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,485 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 Healthpro-Heritage 401(k) Plan assets move in 2023? ▼
Healthpro-Heritage 401(k) Plan grew sharply - up 18.3% during 2023, from $122M to $145M. Reported net income was $22M.
How have Health Pro Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Pro Management Services, LLC's sponsor-wide assets grew 32.3%, from $122M to $162M.
Where does Healthpro-Heritage 401(k) Plan rank by assets among Form 5500 filers? ▼
Healthpro-Heritage 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Healthpro-Heritage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Walsh Group 401(k) and Profit Sharing Plan for Union and Non-Union Employees in OR ($145M, 564 participants).
Which 401(k) plans cover a similar participant headcount to Healthpro-Heritage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Koch Meat Co., Inc. 401(k) Plan in IL (6,485 participants, $84M 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 261167226.

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.