Other · DOL Form 5500 · 2024

Health Management Services Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
335
Participants Below avg headcount
69th
Percentile by assets National rank
$55,053
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Health Management Services Pension Plan · Sponsored by Health Management Services · Massachusetts · Healthcare & Social Assistance

$18M in assets, 335 participants

Health Management Services's Health Management Services Pension Plan reported $18M in total assets and 335 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,437 in Healthcare & Social Assistance (16,916 peers)

Health Management Services multi-year trail

Health Management Services's plans moved +15.6% in assets from 2022 to 2024; this filing shows Health Management Services Pension Plan at $18M / 335 participants.

#12,437
in Healthcare & Social Assistance (16,916 peers)
+14.1%
assets growth YoY

Health Management Services Pension Plan's outsized position by total assets

Health Management Services Pension Plan vs every filed plan by assets

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

$18,442,910 Top 31% higher than 69% 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

Health Management Services Pension 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. Health Management Services Pension Plan sits mid-pack in the medium band (335 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Health Management Services Pension Plan reported net income rose from $953K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Health Management Services Pension Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Health Management Services Pension Plan reported participants rose from 302 in the plan year 2023 filing to 335 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 222581863 · Health Management Services PY 2024 · Other

Health Management Services Pension Plan · $18M · 335 · 69th

  • BOY $18M
  • SCH 335
  • EBSA 69th
  • PART Other
  • TYPE near Community Connections 403(b) Plan
  • NET ind #12437

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Health Management Services Pension Plan in the asset neighbourhood

Northern Montana Hospital 403(b) PlanNorthern Montana Hospital 40…$18MUniversity Corporation for Advanced Internet Development Tda PlanUniversity Corporation for A…$18MHealth Management Services Pension PlanHealth Management Services P…$18MCommunity Connections 403(b) PlanCommunity Connections 403(b)…$18MEdmund Burke School Optional Retirement PlanEdmund Burke School Optional…$18M
End-of-year total assets ($M) among Health Management Services Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Health Management Services multi-year asset trail

Sponsor-wide plan assets over time

All Health Management Services plans reported in each filing year

Latest sponsor-wide plan assets
$18M 15.609126038257198% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $16M $18.4M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 351 $16M
2023 1 302 $16M
2024 1 335 $18M

Health Management Services filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN222581863
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Health Management Services Pension Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Health Management Services Pension Plan, Total assets ($B): 0.01844291 · Participants: 335Health Management Services Pension PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Health Management Services Pension Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Health Management Services Pension Plan side-by-side with 3 peers →

Health Management Services Pension Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Community Connections 403(b) Plan in DC ($18M); by covered participants it is Des Moines University Defined Contribution 403(b) Plan in IA (335 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (335 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 Health Management Services Pension Plan assets move in 2024? ▼
Health Management Services Pension Plan grew at a solid clip - up 14.1% during 2024, from $16M to $18M. Reported net income was $2M.
How have Health Management Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Management Services's sponsor-wide assets grew 15.6%, from $16M to $18M.
Which Other plans are similar in size to Health Management Services Pension Plan? ▼
Among Other plans in other states, the closest by assets is Community Connections 403(b) Plan in DC ($18M, 229 participants).
Which Other plans cover a similar participant headcount to Health Management Services Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is Des Moines University Defined Contribution 403(b) Plan in IA (335 participants, $112M 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 222581863.

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.