401(k) · DOL Form 5500 · 2024

Hma Group Holdings, LLC 401(k) Plan

Data updated 2026-07-24

$245M
Total assets: 1,120
Participants: 95th
Percentile by assets: $219,076
Avg per participant

Official DOL plan name: Hma Group Holdings, LLC 401(k) Plan · Sponsored by Hma Group Holdings, LLC · Iowa · Finance & Insurance

$245M in assets, 1,120 participants

Hma Group Holdings, LLC's Hma Group Holdings, LLC 401(k) Plan reported $245M in total assets and 1,120 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 116,472 plans)

Where Hma Group Holdings, LLC 401(k) Plan sits by assets

Hma Group Holdings, LLC 401(k) Plan sits in the top 5% of all filed plans by assets, $245M for 1,120 participants (~$219,076/participant), up 16.7% in 2024.

$245M
total plan assets (2024 EOY): 1,120
covered participants: 95th
percentile by assets (of 116,472 plans): $219,076
avg assets per participant

Hma Group Holdings, LLC 401(k) Plan end-of-year assets rose from $210M in the plan year 2023 filing to $245M in the plan year 2024 filing.
Hma Group Holdings, LLC 401(k) Plan reported participants rose from 1,020 in the plan year 2023 filing to 1,120 in the plan year 2024 filing.
Hma Group Holdings, LLC 401(k) Plan reported net income rose from $34M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Iowa

Industry

Finance & Insurance

Hma Group Holdings, LLC 401(k) Plan vs the 2024 asset distribution

By assets, Hma Group Holdings, LLC 401(k) Plan outranks 95% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.5x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$210M
Net Assets (End of Year)	$245M
Net Income	$35M
Employer EIN	420985055
Plan Effective Date	1972-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Hma Group Holdings, LLC)

Total plan assets by year, all Hma Group Holdings, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	952	$176M
2023	1	1,020	$210M
2024	1	1,120	$245M

Nearby 401(k) Plans in Iowa

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

Hma Group Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.6B · 12,841
The Rsm US LLP Retirement Plan $3.4B · 14,728
Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059

Compare Hma Group Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Hma Group Holdings, LLC 401(k) Plan by total assets, not by location.

Trimark Retirement Savings Plan (MA) $245M · 3,116
Trek Bicycle Corporation 401(k) Plan (WI) $245M · 2,870
National Education Association 401(k) Retirement Savings Plan (DC) $245M · 447
Energysolutions, LLC 401(k) Profit Sharing Plan (UT) $245M · 1,321

Frequently Asked Questions

How did Hma Group Holdings, LLC 401(k) Plan assets move in 2024? ▼

Hma Group Holdings, LLC 401(k) Plan grew sharply - up 16.7% during 2024, from $210M to $245M. Reported net income was $35M.

How have Hma Group Holdings, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hma Group Holdings, LLC's sponsor-wide assets grew 39.4%, from $176M to $245M.

Where does Hma Group Holdings, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼

Hma Group Holdings, LLC 401(k) Plan ranks in the 95th 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 Hma Group Holdings, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Trimark Retirement Savings Plan in MA ($245M, 3,116 participants).

Next read for Hma Group Holdings, LLC 401(k) Plan

Scale reading

Ways to act on Hma Group Holdings, LLC 401(k) Plan's numbers.

By total assets, Hma Group Holdings, LLC 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 Iowa. Compare plans
Hma Group Holdings, LLC's sponsor-wide assets have grown 39.4% 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 420985055.

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.