Health Pro Management Services 401(k) plan

Health Pro Management Services, LLC, Hunt Valley, MD. EIN 26-1167226. Annual reports 2009–2024. Also filed as Health Pro Management Services LLC.

Health Pro Management Services, LLC has one active retirement plan on file, the Healthpro-Heritage 401(k) Plan, with 8,548 participants and $162 million in assets in 2024. Fidelity has been its recordkeeper since 2020. No traditional pension plan appears in Health Pro Management Services's filings since 2009.

Active plans: 1
Participants: 8,548
Plan assets: $162 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Professional services

The plan

Healthpro-Heritage 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 26-1167226
Participants (2024): 8,548
Net assets (2024): $162 million
Recordkeeper: FidelityEarlier: Alliance Pension Consultants (2015–2019), Ascensus (2009–2014)
Plan administrator: Health Pro Management Services, LLC
307 International Circle, Suite 100
Hunt Valley, MD 21030
(410) 667-7200As filed for 2024
In effect since: January 1, 1997

Plans merged into this one: Heritage Healthcare Retirement Plan (2015).

Earlier plan names: Health Pro Rehabilitation 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,548	$162 million	Fidelity
2023	8,455	$145 million	Fidelity
2022	7,943	$122 million	Fidelity
2021	10,516	$138 million	Fidelity
2020	13,766	$103 million	Fidelity
2019	13,371	$78.1 million	Alliance Pension Consultants
2018	12,140	$58.2 million	Alliance Pension Consultants
2017	4,688	$57.4 million	Alliance Pension Consultants
2016	3,813	$45.4 million	Alliance Pension Consultants
2015	2,004	$23.2 million	Alliance Pension Consultants
2014	1,139	$18.9 million	Ascensus
2013	818	$5.1 million	Ascensus
2012	636	$3.9 million	Ascensus
2011	566	$3.1 million	Ascensus
2010	416	$3.2 million	Ascensus
2009	400	$2.4 million	Ascensus

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Healthpro-Heritage 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((410) 667-7200). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Healthpro-Heritage 401(k) Plan

If you had money in one of these plans

What these numbers are

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