401(k) · DOL Form 5500 · 2024

Health Services Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
451
Participants Below avg headcount
88th
Percentile by assets National rank
$165,959
Avg per participant Above avg balance/head
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Official DOL plan name: Health Services Advisory Group 401(k) Plan · Sponsored by Health Services Holdings, Inc. · Arizona · Professional & Technical Services

$75M in assets, 451 participants

Health Services Holdings, Inc.'s Health Services Advisory Group 401(k) Plan reported $75M in total assets and 451 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,001 in Professional & Technical Services (20,173 peers)

Where Health Services Advisory Group 401(k) Plan sits by assets

Health Services Advisory Group 401(k) Plan sits in the top quartile of all filed plans by assets, $75M for 451 participants (~$165,959/participant), up 16.6% in 2024.

#18,001
in Professional & Technical Services (20,173 peers)
+16.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Health Services Advisory Group 401(k) Plan's outsized position by total assets

Health Services Advisory Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$74,847,351 Top 12% higher than 88% of 123,620 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 2024

Health Services Advisory Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Health Services Advisory Group 401(k) Plan sits mid-pack in the medium band (451 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Health Services Advisory Group 401(k) Plan end-of-year assets rose from $64M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Health Services Advisory Group 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Health Services Advisory Group 401(k) Plan reported participants rose from 394 in the plan year 2023 filing to 451 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 201121730 · Health Services Holdings, Inc. PY 2024 · 401(k)

Health Services Advisory Group 401(k) Plan · $75M · 451 · 88th

  • EBSA $75M
  • PART 451
  • TYPE 88th
  • NET 401(k)
  • BOOK near Med-Metrix 401(k) Plan
  • VS-ST ind #18001

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 Arizona →

Health Services Advisory Group 401(k) Plan in the asset neighbourhood

Health Services Advisory Group 401(k) PlanHealth Services Advisory Gro…$75MMed-Metrix 401(k) Plan$75MR.T. Vanderbilt Holding Company, Inc. 401(k) PlanR.T. Vanderbilt Holding Comp…$75MBanterra Corp. Profit Sharing PlanBanterra Corp. Profit Sharin…$75MCtbc Bank Corp. (USA) 401(k) Profit Sharing PlanCtbc Bank Corp. (USA) 401(k)…$75M
End-of-year total assets ($M) among Health Services Advisory Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$75M
Net Income$11M
Employer EIN201121730
Plan Effective Date1981-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Services Holdings, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$75M 44.81700181202761% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $51.7M $74.9M ▲ +44.8%
Year Plans Participants Total Assets
2022 1 362 $52M
2023 1 394 $64M
2024 1 451 $75M

Nearby 401(k) Plans in Arizona

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

Health Services Advisory Group 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Health Services Advisory Group 401(k) Plan, Total assets ($B): 0.074847351 · Participants: 451Health Services Advisory Group 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Health Services Advisory Group 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Health Services Advisory Group 401(k) Plan side-by-side with 3 peers →

Health Services Advisory Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Med-Metrix 401(k) Plan in NJ ($75M); by covered participants it is Aim Media 401(k) Plan in TX (451 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (451 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Health Services Advisory Group 401(k) Plan assets move in 2024? ▼
Health Services Advisory Group 401(k) Plan grew sharply - up 16.6% during 2024, from $64M to $75M. Reported net income was $11M.
How have Health Services Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Services Holdings, Inc.'s sponsor-wide assets grew 44.8%, from $52M to $75M.
Where does Health Services Advisory Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Health Services Advisory Group 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Health Services Advisory Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Med-Metrix 401(k) Plan in NJ ($75M, 2,043 participants).
Which 401(k) plans cover a similar participant headcount to Health Services Advisory Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aim Media 401(k) Plan in TX (451 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201121730.

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.