401(k) · DOL Form 5500 · 2024

Healthsmart Management Services Organizations Inc 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
258
Participants Below avg headcount
62nd
Percentile by assets National rank
$51,434
Avg per participant Low balance/head
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Official DOL plan name: Healthsmart Management Services Organizations, Inc. 401(k) Plan · Sponsored by Healthsmart Management Services Organizations Inc · California · Management of Enterprises

$13M in assets, 258 participants

Healthsmart Management Services Organizations Inc's Healthsmart Management Services Organizations, Inc. 401(k) Plan reported $13M in total assets and 258 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #509 in Management of Enterprises (1,133 peers)

Coverage in California

Healthsmart Management Services Organizations, Inc. 401(k) Plan covers 258 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $13M.

#509
in Management of Enterprises (1,133 peers)
+22.5%
assets growth YoY

Healthsmart Management Services Organizations, Inc. 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Healthsmart Management Services Organizations, Inc. 401(k) Plan vs every filed plan by assets

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

$13,270,026 Top 38% higher than 62% 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

Healthsmart Management Services Organizations, Inc. 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. Healthsmart Management Services Organizations, Inc. 401(k) Plan sits mid-pack in the medium band (258 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Healthsmart Management Services Organizations, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Healthsmart Management Services Organizations, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Healthsmart Management Services Organizations, Inc. 401(k) Plan reported participants rose from 244 in the plan year 2023 filing to 258 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 931209030 · Healthsmart Management Services Organizations Inc PY 2024 · 401(k)

Healthsmart Management Services Organizations, Inc. 401(k) Plan · $13M · 258 · 62nd

  • RANK $13M
  • RANK 258
  • RANK 62nd
  • RANK 401(k)
  • RANK near Appspace, Inc.
  • RANK ind #509

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 Management of Enterprises retirement plans → · Plans in California →

Healthsmart Management Services Organizations, Inc. 401(k) Plan in the asset neighbourhood

Healthsmart Management Services Organizations, Inc. 401(k) PlanHealthsmart Management Servi…$13MAppspace, Inc.$13MThe Accurate Group 401(k) Profit Sharing PlanThe Accurate Group 401(k) Pr…$13MRosedale Products, Inc. 401(k) PlanRosedale Products, Inc. 401(…$13MLessard Design Inc. Employees Savings TrustLessard Design Inc. Employee…$13M
End-of-year total assets ($M) among Healthsmart Management Services Organizations, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN931209030
Plan Effective Date2003-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Healthsmart Management Services Organizations Inc)

Sponsor-wide plan assets over time

All Healthsmart Management Services Organizations Inc plans reported in each filing year

Latest sponsor-wide plan assets
$13M 62.657811169482855% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.16M $13.3M ▲ +62.6%
Year Plans Participants Total Assets
2022 1 220 $8M
2023 1 244 $11M
2024 1 258 $13M

Nearby 401(k) Plans in California

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

Healthsmart Management Services Organizations, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Healthsmart Management Services Organizations, Inc. 401(k) Plan, Total assets ($B): 0.013270026 · Participants: 258Healthsmart Management Services Organizations, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Healthsmart Management Services Organizations, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Healthsmart Management Services Organizations, Inc. 401(k) Plan side-by-side with 3 peers →

Healthsmart Management Services Organizations, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Appspace, Inc. in FL ($13M); by covered participants it is Momomilk, LLC 401(k) Profit Sharing Plan in NY (258 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (258 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 Healthsmart Management Services Organizations, Inc. 401(k) Plan assets move in 2024? ▼
Healthsmart Management Services Organizations, Inc. 401(k) Plan grew sharply - up 22.5% during 2024, from $11M to $13M. Reported net income was $2M.
How have Healthsmart Management Services Organizations Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Healthsmart Management Services Organizations Inc's sponsor-wide assets grew 62.7%, from $8M to $13M.
Which 401(k) plans are similar in size to Healthsmart Management Services Organizations, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Appspace, Inc. in FL ($13M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Healthsmart Management Services Organizations, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Momomilk, LLC 401(k) Profit Sharing Plan in NY (258 participants, $3M 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 931209030.

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.