401(k) · DOL Form 5500 · 2024

Hma Group Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$245M
Total assets Near avg plan size
1,120
Participants Near avg headcount
95th
Percentile by assets National rank
$219,076
Avg per participant Above avg balance/head
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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.

  • #7,865 in Finance & Insurance (8,549 peers)

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.

#7,865
in Finance & Insurance (8,549 peers)
+16.7%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Hma Group Holdings, LLC 401(k) Plan's outsized position by total assets

Hma Group Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$245,365,064 Top 5% higher than 95% 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

Hma Group Holdings, LLC 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. Hma Group Holdings, LLC 401(k) Plan lands in the large band (1,120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 420985055 · Hma Group Holdings, LLC PY 2024 · 401(k)

Hma Group Holdings, LLC 401(k) Plan · $245M · 1,120 · 95th

  • BOOK $245M
  • VS-ST 1,120
  • BOY 95th
  • SCH 401(k)
  • EBSA near Trimark Retirement Savings Plan
  • PART ind #7865

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 Iowa →

Hma Group Holdings, LLC 401(k) Plan in the asset neighbourhood

Energysolutions, LLC 401(k) Profit Sharing PlanEnergysolutions, LLC 401(k) …$245MNational Education Association 401(k) Retirement Savings PlanNational Education Associati…$245MTrimark Retirement Savings PlanTrimark Retirement Savings P…$245MHma Group Holdings, LLC 401(k) PlanHma Group Holdings, LLC 401(…$245MTrek Bicycle Corporation 401(k) PlanTrek Bicycle Corporation 401…$245M
End-of-year total assets ($M) among Hma Group Holdings, LLC 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)$210M
Net Assets (End of Year)$245M
Net Income$35M
Employer EIN420985055
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hma Group Holdings, LLC)

Sponsor-wide plan assets over time

All Hma Group Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$245M 39.4497083437945% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $176M $245M ▲ +39.5%
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 Scatter plot of 6 data points. -200000200004000060000 012345 Total assets ($B) Participants Hma Group Holdings, LLC 401(k) Plan, Total assets ($B): 0.245365064 · Participants: 1120Hma Group Holdings, LLC 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Hma Group Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Hma Group Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Hma Group Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Trimark Retirement Savings Plan in MA ($245M); by covered participants it is Singer Industrial 401(k) Plan in TX (1,120 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($245M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,120 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 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 123,622 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).
Which 401(k) plans cover a similar participant headcount to Hma Group Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Singer Industrial 401(k) Plan in TX (1,120 participants, $75M 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 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.