401(k) · DOL Form 5500 · 2024

Healthcare Financial Management Association 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size: 77
Participants Small participant base: 75th
Percentile by assets National rank: $334,764
Avg per participant High balance/head

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Official DOL plan name: Healthcare Financial Management Association Retirement and 401(k) Plan · Sponsored by Healthcare Financial Management Association · Illinois · Other Services

$26M in assets, 77 participants

Healthcare Financial Management Association's Healthcare Financial Management Association Retirement and 401(k) Plan reported $26M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

#6,703 in Other Services (7,719 peers)

Where Healthcare Financial Management Association Retirement and 401(k) Plan sits by assets

Healthcare Financial Management Association Retirement and 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 77 participants (~$334,764/participant), up 12.3% in 2024.

#6,703
in Other Services (7,719 peers): +12.3%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Healthcare Financial Management Association Retirement and 401(k) Plan's outsized position by total assets

Healthcare Financial Management Association Retirement and 401(k) Plan vs every filed plan by assets

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

$25,776,818 Top 25% higher than 75% 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

Healthcare Financial Management Association Retirement and 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Healthcare Financial Management Association Retirement and 401(k) Plan is a small filing (77 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Healthcare Financial Management Association Retirement and 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Healthcare Financial Management Association Retirement and 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
Healthcare Financial Management Association Retirement and 401(k) Plan reported participants rose from 76 in the plan year 2023 filing to 77 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 362318336 · Healthcare Financial Management Association PY 2024 · 401(k)

Healthcare Financial Management Association Retirement and 401(k) Plan · $26M · 77 · 75th

SCH $26M
SCH 77
SCH 75th
SCH 401(k)
SCH near Transportation and Logistics 401(k) Plan
SCH ind #6703

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 Other Services retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Healthcare Financial Management Association Retirement and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$23M
Net Assets (End of Year)	$26M
Net Income	$3M
Employer EIN	362318336
Plan Effective Date	1997-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Healthcare Financial Management Association)

Latest sponsor-wide plan assets: $26M 32.22675594493681% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	73	$19M
2023	1	76	$23M
2024	1	77	$26M

Nearby 401(k) Plans in Illinois

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

Healthcare Financial Management Association Retirement and 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Healthcare Financial Management Association Retirement and 401(k) Plan side-by-side with 3 peers →

Healthcare Financial Management Association Retirement and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Transportation and Logistics 401(k) Plan in MI ($26M); by covered participants it is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Transportation and Logistics 401(k) Plan (MI) $26M · 1,261
First Keystone Community Bank Employees Profit Sharing & Savings Plan (PA) $26M · 197
Upper Peninsula Plumbers Pipefitters Defined Contribution Plan (WI) $26M · 463
Buckeye Ready-Mix, L.L.C. Profit Sharing Plan (OH) $26M · 157

Similar participant headcount

Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.

Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan (PA) 77 · 0 off
Cvc Advisors (U.S.) Inc. Retirement Plan (NY) 77 · 0 off
Flexitank Retirement Plan (PR) 77 · 0 off
Cts Excavations, LLC Safe Harbor 401(k) Plan (AL) 77 · 0 off

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 Healthcare Financial Management Association Retirement and 401(k) Plan assets move in 2024? ▼

Healthcare Financial Management Association Retirement and 401(k) Plan grew at a solid clip - up 12.3% during 2024, from $23M to $26M. Reported net income was $3M.

How have Healthcare Financial Management Association plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Healthcare Financial Management Association's sponsor-wide assets grew 32.2%, from $19M to $26M.

Where does Healthcare Financial Management Association Retirement and 401(k) Plan rank by assets among Form 5500 filers? ▼

Healthcare Financial Management Association Retirement and 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Healthcare Financial Management Association Retirement and 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Transportation and Logistics 401(k) Plan in MI ($26M, 1,261 participants).

Which 401(k) plans cover a similar participant headcount to Healthcare Financial Management Association Retirement and 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants, N/A 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 362318336.