401(k) · DOL Form 5500 · 2023

U.S. Medical Management LLC 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
1,607
Participants Near avg headcount
87th
Percentile by assets National rank
$34,867
Avg per participant Low balance/head
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Official DOL plan name: Harmonycares 401(k) Plan · Sponsored by U.S. Medical Management LLC · Michigan · Healthcare & Social Assistance

$56M in assets, 1,607 participants

U.S. Medical Management LLC's Harmonycares 401(k) Plan reported $56M in total assets and 1,607 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,685 in Healthcare & Social Assistance (17,684 peers)

Coverage in Michigan

Harmonycares 401(k) Plan covers 1,607 participants in Michigan, 2.5x the typical Michigan plan (state average ~638 per filing). Assets: $56M.

#15,685
in Healthcare & Social Assistance (17,684 peers)
+114.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Harmonycares 401(k) Plan's outsized position by total assets

Harmonycares 401(k) Plan vs every filed plan by assets

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

$56,031,737 Top 13% higher than 87% 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

Harmonycares 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. Harmonycares 401(k) Plan lands in the large band (1,607 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harmonycares 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Harmonycares 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • Harmonycares 401(k) Plan reported participants rose from 1,021 in the plan year 2022 filing to 1,607 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 383153946 · U.S. Medical Management LLC PY 2023 · 401(k)

Harmonycares 401(k) Plan · $56M · 1,607 · 87th

  • PCT $56M
  • PCT 1,607
  • PCT 87th
  • PCT 401(k)
  • PCT near Safe-Habor 401(k) Profit-Sharing Plan for Employees of Richard J. Caron Foundation
  • PCT ind #15685

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 Michigan →

Harmonycares 401(k) Plan in the asset neighbourhood

Unified Door and Hardware Group 401(k) Profit Sharing PlanUnified Door and Hardware Gr…$56MSymmes, Maini & Mckee Associates, Inc. 401(k) PlanSymmes, Maini & Mckee Associ…$56MHarmonycares 401(k) Plan$56MSafe-Habor 401(k) Profit-Sharing Plan for Employees of Richard J. Caron FoundationSafe-Habor 401(k) Profit-Sha…$56MCryogenic Industries 401(k) PlanCryogenic Industries 401(k) …$56M
End-of-year total assets ($M) among Harmonycares 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$56M
Net Income$7M
Employer EIN383153946
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S. Medical Management LLC)

Sponsor-wide plan assets over time

All U.S. Medical Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$63M 142.35866950774178% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $26.2M $63.4M ▲ +142.4%
Year Plans Participants Total Assets
2022 1 1,021 $26M
2023 1 1,607 $56M
2024 1 1,684 $63M

Nearby 401(k) Plans in Michigan

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

Harmonycares 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Harmonycares 401(k) Plan, Total assets ($B): 0.056031737 · Participants: 1607Harmonycares 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Harmonycares 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Harmonycares 401(k) Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Safe-Habor 401(k) Profit-Sharing Plan for Employees of Richard J. Caron Foundation in PA ($56M); by covered participants it is Major League Baseball 401(k) Plan and Trust in NY (1,607 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,607 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 Harmonycares 401(k) Plan assets move in 2023? ▼
Harmonycares 401(k) Plan surged - up 114.3% during 2023, from $26M to $56M. Reported net income was $7M.
How have U.S. Medical Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S. Medical Management LLC's sponsor-wide assets grew 142.4%, from $26M to $63M.
Where does Harmonycares 401(k) Plan rank by assets among Form 5500 filers? ▼
Harmonycares 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Harmonycares 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Safe-Habor 401(k) Profit-Sharing Plan for Employees of Richard J. Caron Foundation in PA ($56M, 707 participants).
Which 401(k) plans cover a similar participant headcount to Harmonycares 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Major League Baseball 401(k) Plan and Trust in NY (1,607 participants, $317M 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 383153946.

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.