401(k) · DOL Form 5500 · 2024
Health Pro Management Services, LLC 401(k) Plan
Data updated 2026-08-25
- $162M
- Total assets Near avg plan size
- 6,357
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $25,467
- Avg per participant Low balance/head
Official DOL plan name: Healthpro-Heritage 401(k) Plan · Sponsored by Health Pro Management Services, LLC · Maryland · Professional & Technical Services
$162M in assets, 6,357 participants
Health Pro Management Services, LLC's Healthpro-Heritage 401(k) Plan reported $162M in total assets and 6,357 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,049 in Professional & Technical Services (20,173 peers)
Coverage in Maryland
Healthpro-Heritage 401(k) Plan covers 6,357 participants in Maryland, 6.8x the typical Maryland plan (state average ~929 per filing). Assets: $162M.
- #19,049
- in Professional & Technical Services (20,173 peers)
- +11.9%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Healthpro-Heritage 401(k) Plan's outsized position by total assets
Healthpro-Heritage 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$161,896,036 Top 7% higher than 93% 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
Healthpro-Heritage 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. Healthpro-Heritage 401(k) Plan lands in the large band (6,357 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Healthpro-Heritage 401(k) Plan reported net income fell from $22M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Healthpro-Heritage 401(k) Plan end-of-year assets rose from $145M in the plan year 2023 filing to $162M in the plan year 2024 filing.
- Healthpro-Heritage 401(k) Plan reported participants fell from 6,485 in the plan year 2023 filing to 6,357 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 261167226 · Health Pro Management Services, LLC PY 2024 · 401(k)
Healthpro-Heritage 401(k) Plan · $162M · 6,357 · 93rd
- VS-ST $162M
- BOY 6,357
- SCH 93rd
- EBSA 401(k)
- PART near Ts Tech 401(k) Savings Plan
- TYPE ind #19049
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 Professional & Technical Services retirement plans → · Plans in Maryland →
Healthpro-Heritage 401(k) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $145M |
|---|---|
| Net Assets (End of Year) | $162M |
| Net Income | $17M |
| Employer EIN | 261167226 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health Pro Management Services, LLC)
Sponsor-wide plan assets over time
All Health Pro Management Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $162M 32.32865498262402% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,346 | $122M |
| 2023 | 1 | 6,485 | $145M |
| 2024 | 1 | 6,357 | $162M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Scale composition for Healthpro-Heritage 401(k) Plan
Healthpro-Heritage 401(k) Plan reports $162M in end-of-year assets across 6,357 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $25,467 per participant (18% of the national average assets-per-participant) . Net income for plan year 2024 was $17M.
This plan identity (EIN 261167226, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $122M to $162M (+32.3%) while covered participants moved from 9,346 to 6,357 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,346 | $122M | Open filing |
| 2023 | 6,485 | $145M | Open filing |
| 2024 · index core | 6,357 | $162M | This page |
Healthpro-Heritage 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Ts Tech 401(k) Savings Plan in OH ($162M); by covered participants it is Prospect Medical Retirement Savings Plan B in CA (6,358 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($162M here).
- Ts Tech 401(k) Savings Plan (OH) $162M · 2,917
- VI Retirement Plan (IL) $162M · 2,906
- North Star Bluescope Steel LLC Retirement Partnership (OH) $162M · 644
- Barnhart Crane & Rigging Company 401(k) Profit Sharing Plan (TN) $162M · 874
Similar participant headcount
Nearest other-state filings by covered participants (6,357 participants); asset peers above are excluded.
- Prospect Medical Retirement Savings Plan B (CA) 6,358 · 1 off
- The Results Companies LLC 401 (K) Plan (FL) 6,354 · 3 off
- Seneca Foods Corporation Employees' Savings Plan (NY) 6,353 · 4 off
- Psa Airlines, Inc. 401(k) Savings Plan (OH) 6,353 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.