401(k) · DOL Form 5500 · 2024
Hf Management Services, LLC 401(k) Plan
Data updated 2026-08-25
- $678M
- Total assets Above avg plan size
- 5,636
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $120,385
- Avg per participant Near avg balance/head
Official DOL plan name: Healthfirst Profit Sharing 401(k) Plan · Sponsored by Hf Management Services, LLC · New York · Finance & Insurance
$678M in assets, 5,636 participants
Hf Management Services, LLC's Healthfirst Profit Sharing 401(k) Plan reported $678M in total assets and 5,636 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,214 in Finance & Insurance (8,549 peers)
Coverage in New York
Healthfirst Profit Sharing 401(k) Plan covers 5,636 participants in New York, 7.1x the typical New York plan (state average ~798 per filing). Assets: $678M.
- #8,214
- in Finance & Insurance (8,549 peers)
- +22.4%
- assets growth YoY
- 6.8×
- vs typical plan assets (national mean)
Healthfirst Profit Sharing 401(k) Plan's outsized position by total assets
Healthfirst Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$678,487,898 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Healthfirst Profit Sharing 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthfirst Profit Sharing 401(k) Plan lands in the large band (5,636 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Healthfirst Profit Sharing 401(k) Plan end-of-year assets rose from $554M in the plan year 2023 filing to $678M in the plan year 2024 filing.
- Healthfirst Profit Sharing 401(k) Plan reported net income rose from $121M in the plan year 2023 filing to $124M in the plan year 2024 filing.
- Healthfirst Profit Sharing 401(k) Plan reported participants rose from 5,585 in the plan year 2023 filing to 5,636 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 134069806 · Hf Management Services, LLC PY 2024 · 401(k)
Healthfirst Profit Sharing 401(k) Plan · $678M · 5,636 · 98th
- BOOK $678M
- VS-ST 5,636
- BOY 98th
- SCH 401(k)
- EBSA near Bluescope Employee Savings Trust (Best)
- PART ind #8214
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 Finance & Insurance retirement plans → · Plans in New York →
Healthfirst Profit Sharing 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $554M |
|---|---|
| Net Assets (End of Year) | $678M |
| Net Income | $124M |
| Employer EIN | 134069806 |
| Plan Effective Date | 1996-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hf Management Services, LLC)
Sponsor-wide plan assets over time
All Hf Management Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $678M 56.628773869967006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,992 | $433M |
| 2023 | 1 | 5,585 | $554M |
| 2024 | 1 | 5,636 | $678M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Scale composition for Healthfirst Profit Sharing 401(k) Plan
Healthfirst Profit Sharing 401(k) Plan reports $678M in end-of-year assets across 5,636 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $120,385 per participant (87% of the national average assets-per-participant) . Net income for plan year 2024 was $124M.
This plan identity (EIN 134069806, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $433M to $678M (+56.6%) while covered participants moved from 4,992 to 5,636 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,992 | $433M | Open filing |
| 2023 | 5,585 | $554M | Open filing |
| 2024 · index core | 5,636 | $678M | This page |
Healthfirst Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Bluescope Employee Savings Trust (Best) in MO ($678M); by covered participants it is Electrical Workers Local No. 292 Defined Contribution and 401(k) Plan in MN (5,638 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($678M here).
- Bluescope Employee Savings Trust (Best) (MO) $678M · 3,890
- Dorsey & Whitney 401(k) Retirement and Savings Plan (MN) $679M · 1,086
- Helena Agri-Enterprises, LLC Savings Plan (TN) $678M · 6,228
- Avient Retirement Savings Plan (OH) $678M · 3,105
Similar participant headcount
Nearest other-state filings by covered participants (5,636 participants); asset peers above are excluded.
- Electrical Workers Local No. 292 Defined Contribution and 401(k) Plan (MN) 5,638 · 2 off
- Bimbo Bakeries USA Union Savings Plan (PA) 5,641 · 5 off
- U.S. Anesthesia Partners, Inc. 401(k) Plan (TX) 5,642 · 6 off
- Kodiak Bp 401(k) Plan (CO) 5,627 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.