Other · DOL Form 5500 · 2023

Health Imperatives, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
166
Participants Small participant base
55th
Percentile by assets National rank
$50,593
Avg per participant Low balance/head
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Official DOL plan name: Health Imperatives, Inc. Retirement Savings Plan · Sponsored by Health Imperatives, Inc. · Massachusetts · Healthcare & Social Assistance

$8M in assets, 166 participants

Health Imperatives, Inc.'s Health Imperatives, Inc. Retirement Savings Plan reported $8M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,679 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Health Imperatives, Inc. Retirement Savings Plan covers 166 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#10,679
in Healthcare & Social Assistance (17,684 peers)
+12.1%
assets growth YoY

Health Imperatives, Inc. Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Health Imperatives, Inc. Retirement Savings Plan vs every filed plan by assets

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

$8,398,415 Top 45% higher than 55% 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 Imperatives, Inc. Retirement Savings Plan 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 Imperatives, Inc. Retirement Savings Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health Imperatives, Inc. Retirement Savings Plan reported net income rose from $630K in the plan year 2022 filing to $909K in the plan year 2023 filing.
  • Health Imperatives, Inc. Retirement Savings Plan reported participants rose from 140 in the plan year 2022 filing to 166 in the plan year 2023 filing.
  • Health Imperatives, Inc. Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042609177 · Health Imperatives, Inc. PY 2023 · Other

Health Imperatives, Inc. Retirement Savings Plan · $8M · 166 · 55th

  • BOOK $8M
  • BOOK 166
  • BOOK 55th
  • BOOK Other
  • BOOK near Buffalo Bill Historical Center 403(b) DC Plan
  • BOOK ind #10679

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 Massachusetts →

Health Imperatives, Inc. Retirement Savings Plan in the asset neighbourhood

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End-of-year total assets ($M) among Health Imperatives, Inc. Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$909K
Employer EIN042609177
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Imperatives, Inc.)

Sponsor-wide plan assets over time

All Health Imperatives, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 26.41719630191593% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.49M $9.47M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 140 $7M
2023 1 166 $8M
2024 1 172 $9M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Health Imperatives, Inc. Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Health Imperatives, Inc. Retirement Savings Plan, Total assets ($B): 0.008398415 · Participants: 166Health Imperatives, Inc. Retirement Savings PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Health Imperatives, Inc. Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Health Imperatives, Inc. Retirement Savings Plan side-by-side with 3 peers →

Health Imperatives, Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Buffalo Bill Historical Center 403(b) DC Plan in WY ($8M); by covered participants it is Rabun Gap-Nacoochee School Retirement Plan in GA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Imperatives, Inc. Retirement Savings Plan assets move in 2023? ▼
Health Imperatives, Inc. Retirement Savings Plan grew at a solid clip - up 12.1% during 2023, from $7M to $8M. Reported net income was $909K.
How have Health Imperatives, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Imperatives, Inc.'s sponsor-wide assets grew 26.4%, from $7M to $9M.
Which Other plans are similar in size to Health Imperatives, Inc. Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Buffalo Bill Historical Center 403(b) DC Plan in WY ($8M, 104 participants).
Which Other plans cover a similar participant headcount to Health Imperatives, Inc. Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Rabun Gap-Nacoochee School Retirement Plan in GA (166 participants, N/A 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 042609177.

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.