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Industry · Form 5500 business code 621491
HMO Medical Centers: retirement plans
Plans whose sponsor entered this principal business activity code on Form 5500.
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. The business code is chosen by the filer from the list in the Form 5500 instructions.
For plan year 2024, 45 retirement plans in hmo medical centers with 100 or more participants filed Form 5500: 42 defined contribution and 3 defined benefit. They reported 661,386 participant records and $85.3B in net assets, counting every plan on the form.
The median defined contribution plan held $48,876 per participant, below the national median of $53,031, and its employer put in $1,752 per active participant (national: $2,174). Among plans reporting Schedule C compensation the median was $68.94 per participant against $123 nationally.
Employers contributed $1.49B and participants $2.56B during the year, and the plans paid out $4.62B in benefits.
In 2009 the same group numbered 43 plans with $15.3B; by 2024 it was 45 plans (up 5%) and $85.3B (up 459%). From plan year 2023 the 100-participant line counts participants with account balances, which moved many plans to the short form.
Medians compared with all US plans
| Median plan, plan year 2024 | Industry: DC | US: DC | Industry: DB | US: DB |
|---|---|---|---|---|
| Net assets per participant | $48,876 | $53,031 | $218,524 | $86,234 |
| Employer contributions per active participant | $1,752 | $2,174 | $25,546 | $10,244 |
| Schedule C compensation per participant | $68.94 | $123 | $520 | $344 |
| Schedule C compensation, share of net assets | 0.16% | 0.26% | 0.24% | 0.42% |
| Administrative expenses per participant | $55.93 | $116 | $520 | $527 |
Medians across plans with 100 or more participants (41 DC and 3 DB plans with a Schedule H here). Fee medians cover plans reporting an amount. DC: defined contribution, such as 401(k) and 403(b). DB: defined benefit pension.
Distribution of DC plans
| Measure | 25th percentile | Median | 75th percentile | Plans |
|---|---|---|---|---|
| Net assets per participant | $20,108 | $48,876 | $84,459 | 41 |
| Employer contributions per active participant | $897 | $1,752 | $4,068 | 37 |
| Schedule C compensation per participant | $33.13 | $68.94 | $150 | 40 |
| Administrative expenses per participant | $28.63 | $55.93 | $132 | 41 |
Trend by plan year
| Plan year | Plans 100+ | Participants | Net assets | Employer contributions | Participant contributions | Median DC assets / participant | Median DC Sch. C / participant |
|---|---|---|---|---|---|---|---|
| 2024 | 45 | 661,386 | $85.3B | $1.49B | $2.56B | $48,876 | $68.94 |
| 2023 | 44 | 643,479 | $77.2B | $1.60B | $2.34B | $45,175 | $43.08 |
| 2022 | 50 | 606,482 | $68.0B | $629M | $2.15B | $42,138 | $36.55 |
| 2021 | 49 | 579,561 | $80.5B | $627M | $2.11B | $55,011 | $50.14 |
| 2020 | 50 | 572,443 | $70.9B | $5.38B | $1.94B | $46,690 | $40.30 |
| 2019 | 48 | 575,217 | $61.2B | $5.97B | $1.95B | $38,932 | $46.63 |
| 2018 | 51 | 607,266 | $46.7B | $4.17B | $1.82B | $27,468 | $49.89 |
| 2017 | 48 | 590,174 | $44.7B | $2.49B | $1.63B | $31,285 | $41.63 |
| 2016 | 44 | 571,167 | $37.9B | $2.64B | $1.54B | $30,248 | $28.24 |
| 2015 | 42 | 522,948 | $33.2B | $2.18B | $1.38B | $29,570 | $35.28 |
| 2014 | 43 | 629,891 | $39.8B | $2.16B | $1.88B | $33,216 | $31.91 |
| 2013 | 41 | 306,114 | $19.0B | $447M | $1.22B | $38,754 | $29.31 |
| 2012 | 43 | 454,351 | $24.1B | $1.22B | $1.11B | $31,558 | $30.20 |
| 2011 | 40 | 286,255 | $13.6B | $443M | $1.02B | $25,420 | $27.31 |
| 2010 | 43 | 406,847 | $18.3B | $1.05B | $920M | $22,998 | $28.66 |
| 2009 | 43 | 396,922 | $15.3B | $831M | $858M | $19,447 | $17.20 |
Plan year is the year in which the plan year began. The drop in large plans from 2023 follows a rule change: the 100-participant line now counts participants with account balances, so many plans moved to the short form.
Provider share
Service provider organisations named most often on the Schedule C of the 45 plans on this page's list, by number of plans. A plan usually names several providers.
Largest plans
The 40 largest by participants of 45 plans with a page on this site.
| Plan | Sponsor | State | Type | Participants | Net assets | Per participant | Employer / active | Sch. C / participant |
|---|---|---|---|---|---|---|---|---|
| Kaiser Permanente Retirement Plan | Kaiser Foundation Health Plan, Inc. | CA | DB | 205,262 | $34.4B | $167,716 | $4,938 | — |
| Kaiser Permanente 401(k) Retirement Plan | Kaiser Foundation Health Plan, Inc. | CA | DC | 179,236 | $22.5B | $125,762 | $1,380 | $60.58 |
| Kaiser Permanente Tax Sheltered Annuity Plan | Kaiser Foundation Health Plan, Inc. | CA | DC | 105,882 | $13.8B | $130,803 | $897 | $50.44 |
| Kaiser Permanente Supplemental Savings and Retirement Plan | Kaiser Foundation Health Plan, Inc. | CA | DC | 51,649 | $5.67B | $109,733 | $6,059 | $38.48 |
| Molina Salary Savings Plan | Molina Healthcare, Inc. | CA | DC | 24,429 | $1.43B | $58,647 | $3,301 | $43.80 |
| Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups | Kaiser Foundation Health Plan, Inc. | CA | DC | 15,526 | $833M | $53,676 | $5,148 | $21.74 |
| Kaiser Permanente Washington Defined Contribution Plan | Kaiser Foundation Health Plan of Washington | CA | DC | 11,949 | $568M | $47,496 | $5,525 | $15.34 |
| Kaiser Permanente Tax Sheltered Annuity Plan | Kaiser Foundation Health Plan, Inc. | CA | DC | 11,400 | $1.24B | $108,679 | $296 | $35.74 |
| Group Health Plan, Inc. 401(k) Plan | Group Health Plan, Inc. | MN | DC | 10,584 | $2.58B | $243,454 | $7,377 | $48.65 |
| Avamere Health Services 401(k) Plan | Avamere Health Services, LLC | OR | DC | 9,807 | $32.3M | $3,295 | $49 | $26.49 |
| NHS Affiliated Companies 401(k) Profit Sharing Plan | NHS Management, LLC | AL | DC | 7,605 | $104M | $13,710 | $418 | $22.59 |
| Ahf Savings and Investment Plan | Aids Healthcare Foundation | CA | DC | 3,969 | $159M | $39,983 | $2,824 | $149 |
| The Employee Retirement Plan of Group Health Plan, | Group Health Plan, Inc. | MN | DB | 3,740 | $817M | $218,524 | — | $520 |
| Leon Management International, LLC 401(k) Plan | Leon Management International, LLC | FL | DC | 2,947 | $121M | $41,169 | $1,727 | $144 |
| Community Medical Centers, Inc. 403(b) Retirement Plan | Community Medical Centers, Inc. | CA | DC | 1,860 | $39.5M | $21,261 | $534 | $99.61 |
| The Institute for Family Health Retirement Plan | The Institute for Family Health | NY | DC | 1,851 | $38.9M | $21,015 | $1,161 | $107 |
| Florida Health Care Plan, Inc. 401(k) Plan | Florida Health Care Plan, Inc. | FL | DC | 1,631 | $86.5M | $53,010 | $2,158 | $347 |
| Health Partners Plans, Inc. Retirement Plan 401(k) | Health Partners Plans, Inc. | PA | DC | 1,219 | $146M | $119,675 | $6,783 | $26.60 |
| Group Health Cooperative of South Central Wisconsin 403(b) Plan | Group Health Cooperative of South Central Wisconsin | WI | DC | 1,021 | $93.1M | $91,170 | $4,554 | $108 |
| Adelante Healthcare 403(b) Retirement Plan | Adelante Healthcare, Inc. | AZ | DC | 928 | $18.7M | $20,108 | — | $144 |
| Group Health Cooperative of South Central Wisconsin Employer Funded Retirement Plan | Group Health Cooperative of South Central Wisconsin | WI | DC | 844 | $51.3M | $60,744 | — | $74.62 |
| Triton Health Systems, L.L.C. 401(k) Retirement Plan | Triton Health Systems, L.L.C. | AL | DC | 805 | $50.3M | $62,537 | $2,410 | $64.58 |
| MB Medical Operations, LLC 401(k) Plan | MB Medical Operations, LLC | FL | DC | 742 | $5.4M | $7,328 | $1,442 | $58.58 |
| Horizon Health Care 401(k) Profit Sharing Plan & Trust | Horizon Health Care | NY | DC | 698 | $4.4M | $6,306 | $0 | $44.11 |
| Brighton Health Plan Solutions, LLC 401(k) Retirement Plan | Brighton Health Plan Solutions, LLC | NY | DC | 631 | $51.9M | $82,314 | $4,014 | $126 |
| Praxis Medical Group 401(k) Plan | Praxis Health, P.C. | OR | DC | 615 | $30.1M | $48,876 | $583 | $215 |
| Access Management Services, LLC 401(k) Retirement Plan | Access Management Services, LLC (DBA Colorado Access) | CO | DC | 610 | $37.8M | $61,933 | $4,068 | $248 |
| Communitycare 401(k) Savings Plan | Communitycare, Hmo, Inc. | OK | DC | 604 | $69.4M | $114,891 | $4,023 | $230 |
| Nomi Health 401(k) Plan | Nomi Health Inc. | UT | DC | 534 | $22.4M | $42,003 | $4,804 | $225 |
| Kaiser Permanente Northwest Supplemental Retirement Plan | Kaiser Foundation Health Plan, Inc. | CA | DC | 521 | $61.4M | $117,806 | $6,575 | $35.31 |
| Borinquen Health Care Center, Inc. 401(k) Plan | Borinquen Health Care Center, Inc. | FL | DC | 393 | $5.6M | $14,238 | $263 | $155 |
| Signature Healthcare at Home 401(k) Plan | Signature Health Services, LLC | OR | DC | 360 | $13.6M | $37,822 | — | $216 |
| Desert Physicians Management L 401(k) Profit Sharing Plan & Trust | Desert Physicians Management L | CA | DC | 350 | $5.9M | $16,753 | $1,526 | $106 |
| Safe-Harbor 403(b) Thrift Plan for Employees of Park Duvalle Community Health Center, Inc. | Park Duvalle Community Health | KY | DC | 333 | $6.1M | $18,392 | $1,543 | $9.67 |
| Third Street Family Health Services Retirement Plan | Third Street Community Clinic | OH | DC | 306 | $7.7M | $25,235 | $1,577 | $280 |
| 403(b) Thrift Plan for Greenwood Genetic Center | Greenwood Genetic Center, Inc. | SC | DC | 255 | $38.0M | $148,973 | $6,546 | $113 |
| 403(b) Thrift Plan of Sadler Health Center Corporation | Sadler Health Center Corporation | PA | DC | 198 | $3.6M | $17,960 | $1,090 | $10.17 |
| Kaiser Permanente Washington Options 401(k) Plan | Kaiser Foundation Health Plan of Washington Options, Inc. | CA | DC | 174 | $14.7M | $84,459 | $29 | $11.73 |
| 403(b) Thrift Plan for Employees of Harbor Community Clinic | Harbor Community Clinic | CA | DC | 169 | $3.8M | $22,363 | $2,643 | $13.84 |
| 403(b) Thrift Plan for Employees of Open Door Health Center | Open Door Health Center | MN | DC | 161 | $2.8M | $17,153 | $609 | $3.24 |
By plan size
By state
Questions and answers
How many retirement plans are there in hmo medical centers?
45 plans with 100 or more participants filed Form 5500 for plan year 2024, out of 49 pension plans on the full form. Smaller plans file Form 5500-SF and are counted separately where shown.
What is the typical 401(k) balance in hmo medical centers?
The median defined contribution plan reported $48,876 in net assets per participant (middle half of plans: $20,108 to $84,459); nationally it was $53,031. This is a plan-level average that includes former employees, not a typical person's balance.
What do employers contribute in hmo medical centers?
The median defined contribution plan received $1,752 in employer contributions per active participant, against $2,174 nationally. Plans with no employer contribution are included at zero.
What are average 401(k) fees in hmo medical centers?
Among defined contribution plans that report any Schedule C compensation, the median was $68.94 per participant and 0.16% of net assets (nationally $123 and 0.26%). Schedule C leaves out fund expense ratios and fees the employer pays, so it understates total cost.
Where does this come from?
Form 5500 annual reports in the EBSA research files, with filings received through 24 Aug 2026. Medians are computed by this site across plans with 100 or more participants.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Totals count every pension plan on the full form; medians and the plan list cover plans with 100 or more participants. See the methodology.