Other · DOL Form 5500 · 2023

Horace Mann Educational Associates, Inc. Dba Hmea Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
474
Participants Below avg headcount
58th
Percentile by assets National rank
$20,179
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hmea Retirement Plan · Sponsored by Horace Mann Educational Associates, Inc. Dba Hmea · Massachusetts · Healthcare & Social Assistance

$10M in assets, 474 participants

Horace Mann Educational Associates, Inc. Dba Hmea's Hmea Retirement Plan reported $10M in total assets and 474 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,190 in Healthcare & Social Assistance (17,684 peers)

Horace Mann Educational Associates, Inc. Dba Hmea multi-year trail

Horace Mann Educational Associates, Inc. Dba Hmea's plans moved -17.8% in assets from 2022 to 2023; this filing shows Hmea Retirement Plan at $10M / 474 participants.

#11,190
in Healthcare & Social Assistance (17,684 peers)
-17.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hmea Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hmea Retirement Plan vs every filed plan by assets

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

$9,564,700 Top 42% higher than 58% 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

Hmea Retirement 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. Hmea Retirement Plan sits mid-pack in the medium band (474 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hmea Retirement Plan reported net income fell from $916K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Hmea Retirement Plan end-of-year assets fell from $12M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Hmea Retirement Plan reported participants fell from 524 in the plan year 2022 filing to 474 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042300014 · Horace Mann Educational Associates, Inc. Dba Hmea PY 2023 · Other

Hmea Retirement Plan · $10M · 474 · 58th

  • EIN $10M
  • RANK 474
  • PHOTO 58th
  • IND Other
  • EOY near Indian Health Care 403(b) Plan
  • 5500 ind #11190

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 →

Hmea Retirement Plan in the asset neighbourhood

Hmea Retirement Plan$10MIndian Health Care 403(b) PlanIndian Health Care 403(b) Pl…$10MChild Focus, Inc. 403(b) Annuity PlanChild Focus, Inc. 403(b) Ann…$10MRetirement Plan for Specified Employees of the Faculty-Student Association of the State University of New York at Buffalo, Inc.Retirement Plan for Specifie…$10MDavidson Academy 403(b)Plan$10M
End-of-year total assets ($M) among Hmea Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Horace Mann Educational Associates, Inc. Dba Hmea multi-year asset trail

Sponsor-wide plan assets over time

All Horace Mann Educational Associates, Inc. Dba Hmea plans reported in each filing year

Latest sponsor-wide plan assets
$10M 17.814111600680743% vs 2022
2023 filing year
$9M$10M$11M$12M 20222023 $11.6M $9.56M ▼ -17.9%
Year Plans Participants Total Assets
2022 1 524 $12M
2023 1 474 $10M

Horace Mann Educational Associates, Inc. Dba Hmea filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN042300014
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

Hmea Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Hmea Retirement Plan, Total assets ($B): 0.0095647 · Participants: 474Hmea Retirement 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
Hmea Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Hmea Retirement Plan side-by-side with 3 peers →

Hmea Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Indian Health Care 403(b) Plan in OK ($10M); by covered participants it is Capital University 403(b) Retirement Plan in OH (474 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (474 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 Hmea Retirement Plan assets move in 2023? ▼
Hmea Retirement Plan declined sharply - down 17.8% during 2023, from $12M to $10M. Reported net income was -$2M.
How have Horace Mann Educational Associates, Inc. Dba Hmea plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Horace Mann Educational Associates, Inc. Dba Hmea's sponsor-wide assets declined 17.8%, from $12M to $10M.
Which Other plans are similar in size to Hmea Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Indian Health Care 403(b) Plan in OK ($10M, 161 participants).
Which Other plans cover a similar participant headcount to Hmea Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Capital University 403(b) Retirement Plan in OH (474 participants, $168M 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 042300014.

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.