Profit Sharing · DOL Form 5500 · 2023

Huntington Medical Research Institutes Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
57
Participants Small participant base
33rd
Percentile by assets National rank
$44,536
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hmri Retirement Plan · Sponsored by Huntington Medical Research Institutes · California · Professional & Technical Services

$3M in assets, 57 participants

Huntington Medical Research Institutes's Hmri Retirement Plan reported $3M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,076 in Professional & Technical Services (20,321 peers)

2023 asset change

Hmri Retirement Plan surged 39.1% in 2023 ($2M → $3M) for 57 participants.

#6,076
in Professional & Technical Services (20,321 peers)
+39.1%
assets growth YoY

Hmri Retirement Plan among the smaller filed plans by assets

Hmri Retirement Plan vs every filed plan by assets

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

$2,538,531 33rd percentile higher than 33% 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

Hmri Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hmri Retirement Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hmri Retirement Plan reported net income rose from $285K in the plan year 2022 filing to $714K in the plan year 2023 filing.
  • Hmri Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951757119 · Huntington Medical Research Institutes PY 2023 · Profit Sharing

Hmri Retirement Plan · $3M · 57 · 33rd

  • EBSA $3M
  • PART 57
  • TYPE 33rd
  • NET Profit Sharing
  • BOOK near Roger Blackwelder Self Employed Profit Sharing Plan
  • VS-ST ind #6076

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 California →

Hmri Retirement Plan in the asset neighbourhood

Hmri Retirement Plan$3MRoger Blackwelder Self Employed Profit Sharing PlanRoger Blackwelder Self Emplo…$3MPerfetto Vita, Inc. Retirement PlanPerfetto Vita, Inc. Retireme…$3MMayborn Enterprises Thrift Incentive Plan and TrustMayborn Enterprises Thrift I…$3MBabco International Inc Profit Sharing Plan & Trust AgreementBabco International Inc Prof…$3M
End-of-year total assets ($M) among Hmri Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Huntington Medical Research Institutes years around the 2023 move

Sponsor-wide plan assets over time

All Huntington Medical Research Institutes plans reported in each filing year

Latest sponsor-wide plan assets
$14M 9.584726603110532% vs 2022
2023 filing year
$12M$12.5M$13M$13.5M$14M 20222023 $12.5M $13.6M ▲ +9.6%
Year Plans Participants Total Assets
2022 2 65 $12M
2023 2 64 $14M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$714K
Employer EIN951757119
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Hmri Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Hmri Retirement Plan, Total assets ($B): 0.002538531 · Participants: 57Hmri Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Hmri Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Hmri Retirement Plan side-by-side with 3 peers →

Hmri Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Roger Blackwelder Self Employed Profit Sharing Plan in TX ($3M); by covered participants it is L.P. Transportation, Inc. 401(k) Profit Sharing Plan and Trust in NY (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Hmri Retirement Plan assets move in 2023? ▼
Hmri Retirement Plan surged - up 39.1% during 2023, from $2M to $3M. Reported net income was $714K.
How have Huntington Medical Research Institutes plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Huntington Medical Research Institutes's sponsor-wide assets grew 9.6%, from $12M to $14M.
Which Profit Sharing plans are similar in size to Hmri Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Roger Blackwelder Self Employed Profit Sharing Plan in TX ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Hmri Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is L.P. Transportation, Inc. 401(k) Profit Sharing Plan and Trust in NY (57 participants, $10M 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 951757119.

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.