401(k) · DOL Form 5500 · 2024

Hf Management Services, LLC 401(k) Plan

Data updated 2026-07-24

$678M
Total assets: 5,636
Participants: 98th
Percentile by assets: $120,385
Avg per participant

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.

98th percentile by assets (of 116,472 plans)

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 ~795 per filing). Assets: $678M.

$678M
total plan assets (2024 EOY): 5,636
covered participants: 98th
percentile by assets (of 116,472 plans): $120,385
avg assets per participant

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.

See the national 2023→2024 release diff →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Healthfirst Profit Sharing 401(k) Plan reports 5,636 participants - 7.1x that state average ($678M EOY assets).

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)

Total plan assets by year, all Hf Management Services, LLC plans on file

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.

Healthfirst Profit Sharing 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Compare Healthfirst Profit Sharing 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Healthfirst Profit Sharing 401(k) Plan by total assets, not by location.

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

Frequently Asked Questions

How did Healthfirst Profit Sharing 401(k) Plan assets move in 2024? ▼

Healthfirst Profit Sharing 401(k) Plan grew sharply - up 22.4% during 2024, from $554M to $678M. Reported net income was $124M.

How have Hf Management Services, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hf Management Services, LLC's sponsor-wide assets grew 56.6%, from $433M to $678M.

Where does Healthfirst Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼

Healthfirst Profit Sharing 401(k) Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Healthfirst Profit Sharing 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bluescope Employee Savings Trust (Best) in MO ($678M, 3,890 participants).

Next read for Healthfirst Profit Sharing 401(k) Plan

Filing takeaways

Ways to act on Healthfirst Profit Sharing 401(k) Plan's numbers.

By total assets, Healthfirst Profit Sharing 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Hf Management Services, LLC's sponsor-wide assets have grown 56.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 134069806.

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.