401(k) · DOL Form 5500 · 2023

Health Services Management, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
1,795
Participants Near avg headcount
54th
Percentile by assets National rank
$4,464
Avg per participant Low balance/head
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Official DOL plan name: Health Services Management, Inc. 401(k) Plan · Sponsored by Health Services Management, Inc. · Florida · Healthcare & Social Assistance

$8M in assets, 1,795 participants

Health Services Management, Inc.'s Health Services Management, Inc. 401(k) Plan reported $8M in total assets and 1,795 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,493 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Health Services Management, Inc. 401(k) Plan covers 1,795 participants in Florida, 2.9x the typical Florida plan (state average ~628 per filing). Assets: $8M.

#10,493
in Healthcare & Social Assistance (17,684 peers)
+3.5%
assets growth YoY

Health Services Management, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Health Services Management, Inc. 401(k) Plan vs every filed plan by assets

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

$8,012,366 Top 46% higher than 54% 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 Services Management, Inc. 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. Health Services Management, Inc. 401(k) Plan lands in the large band (1,795 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health Services Management, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $235K in the plan year 2023 filing.
  • Health Services Management, Inc. 401(k) Plan reported participants rose from 1,560 in the plan year 2022 filing to 1,795 in the plan year 2023 filing.
  • Health Services Management, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 621808817 · Health Services Management, Inc. PY 2023 · 401(k)

Health Services Management, Inc. 401(k) Plan · $8M · 1,795 · 54th

  • TYPE $8M
  • TYPE 1,795
  • TYPE 54th
  • TYPE 401(k)
  • TYPE near The Comfort Group, Inc. 401(k) Plan
  • TYPE ind #10493

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Health Services Management, Inc. 401(k) Plan in the asset neighbourhood

Health Services Management, Inc. 401(k) PlanHealth Services Management, …$8MThe Comfort Group, Inc. 401(k) PlanThe Comfort Group, Inc. 401(…$8MPalmetto Brick Employees' 401(k) Profit Sharing PlanPalmetto Brick Employees' 40…$8MDispute Dynamics, Inc. 401(k) PlanDispute Dynamics, Inc. 401(k…$8MThe Heartland Catfish/Tackett Farms 401(k) PlanThe Heartland Catfish/Tacket…$8M
End-of-year total assets ($M) among Health Services Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$235K
Employer EIN621808817
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Services Management, Inc.)

Sponsor-wide plan assets over time

All Health Services Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 10.10473452559916% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M 202220232024 $7.74M $8.52M ▲ +10.1%
Year Plans Participants Total Assets
2022 1 1,560 $8M
2023 1 1,795 $8M
2024 1 1,590 $9M

Nearby 401(k) Plans in Florida

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

Health Services Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Health Services Management, Inc. 401(k) Plan, Total assets ($B): 0.008012366 · Participants: 1795Health Services Management, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Health Services Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Health Services Management, Inc. 401(k) Plan side-by-side with 3 peers →

Health Services Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Comfort Group, Inc. 401(k) Plan in TN ($8M); by covered participants it is Odyssey Logistics & Technology Corporation 401(k) Plan in CT (1,795 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,795 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 Services Management, Inc. 401(k) Plan assets move in 2023? ▼
Health Services Management, Inc. 401(k) Plan edged up modestly - up 3.5% during 2023, from $8M to $8M. Reported net income was $235K.
How have Health Services Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Services Management, Inc.'s sponsor-wide assets grew 10.1%, from $8M to $9M.
Which 401(k) plans are similar in size to Health Services Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Comfort Group, Inc. 401(k) Plan in TN ($8M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Health Services Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Odyssey Logistics & Technology Corporation 401(k) Plan in CT (1,795 participants, $88M 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 621808817.

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.