401(k) · DOL Form 5500 · 2024
Healthdrive Corporation 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 557
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $67,540
- Avg per participant Below avg balance/head
Official DOL plan name: Healthdrive Corporation 401(k) Profit Sharing Plan & Trust · Sponsored by Healthdrive Corporation · Massachusetts · Professional & Technical Services
$38M in assets, 557 participants
Healthdrive Corporation's Healthdrive Corporation 401(k) Profit Sharing Plan & Trust reported $38M in total assets and 557 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #16,350 in Professional & Technical Services (20,173 peers)
Where Healthdrive Corporation 401(k) Profit Sharing Plan & Trust sits by assets
Healthdrive Corporation 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $38M for 557 participants (~$67,540/participant), up 20.6% in 2024.
- #16,350
- in Professional & Technical Services (20,173 peers)
- +20.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Healthdrive Corporation 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Healthdrive Corporation 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,619,608 Top 19% higher than 81% 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
Healthdrive Corporation 401(k) Profit Sharing Plan & Trust 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. Healthdrive Corporation 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (557 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Healthdrive Corporation 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $31M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Healthdrive Corporation 401(k) Profit Sharing Plan & Trust reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Healthdrive Corporation 401(k) Profit Sharing Plan & Trust reported participants rose from 549 in the plan year 2023 filing to 557 in the plan year 2024 filing.
DOL schedule card
Filing strip 043052905 · Healthdrive Corporation PY 2024 · 401(k)
Healthdrive Corporation 401(k) Profit Sharing Plan & Trust · $38M · 557 · 81st
- PHOTO $38M
- IND 557
- EOY 81st
- 5500 401(k)
- ASSETS near Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan
- PCT ind #16350
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 Massachusetts →
Healthdrive Corporation 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $6M |
| Employer EIN | 043052905 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Healthdrive Corporation)
Sponsor-wide plan assets over time
All Healthdrive Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 48.716480776376116% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 583 | $25M |
| 2023 | 1 | 549 | $31M |
| 2024 | 1 | 557 | $38M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Healthdrive Corporation 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan in IN ($38M); by covered participants it is The Hope 401(k) Retirement Savings Plan in IL (557 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Sarkes Tarzian, Inc. Employees' Retirement & Investment Plan (IN) $38M · 239
- Con Am 401(k) Retirement Plan (CA) $38M · 1,608
- South Carolina Pediatric Alliance, LLC 401(k) Profit Sharing Plan (SC) $38M · 187
- Packsize 401(k) Plan (UT) $38M · 637
Similar participant headcount
Nearest other-state filings by covered participants (557 participants); asset peers above are excluded.
- The Hope 401(k) Retirement Savings Plan (IL) 557 · 0 off
- Romac Industries, Inc. 401(k) & Profit Sharing Plan (WA) 557 · 0 off
- Myspot 401(k) Retirement Savings Plan (FL) 557 · 0 off
- Morrissey Hospitality Companies, Inc. 401(k) (MN) 557 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.