401(k) · DOL Form 5500 · 2022

Hershey Trust Company 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
26
Participants Small participant base
60th
Percentile by assets National rank
$304,058
Avg per participant High balance/head
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Official DOL plan name: Hershey Trust Company Employee Savings Plan · Sponsored by Hershey Trust Company · Pennsylvania · Finance & Insurance

$8M in assets, 26 participants

Hershey Trust Company's Hershey Trust Company Employee Savings Plan reported $8M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #4,011 in Finance & Insurance (9,261 peers)

Hershey Trust Company multi-year trail

Hershey Trust Company's plans moved +43.0% in assets from 2022 to 2024; this filing shows Hershey Trust Company Employee Savings Plan at $8M / 26 participants.

#4,011
in Finance & Insurance (9,261 peers)
-16.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hershey Trust Company Employee Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Hershey Trust Company Employee Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,905,509 Top 40% higher than 60% of 139,123 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 2022

Hershey Trust Company Employee Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hershey Trust Company Employee Savings Plan is a small filing (26 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 230692150 · Hershey Trust Company PY 2022 · 401(k)

Hershey Trust Company Employee Savings Plan · $8M · 26 · 60th

  • BOOK $8M
  • BOOK 26
  • BOOK 60th
  • BOOK 401(k)
  • BOOK near Sportech, Inc 401(k) Plan
  • BOOK ind #4011

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Hershey Trust Company Employee Savings Plan in the asset neighbourhood

Hershey Trust Company Employee Savings PlanHershey Trust Company Employ…$8MSportech, Inc 401(k) Plan$8MWinston Cole Retirement Plan$8MLocal Marketing Solutions Group, Inc. Profit Sharing PlanLocal Marketing Solutions Gr…$8MBonneville & Son, Inc. 401(k) PlanBonneville & Son, Inc. 401(k…$8M
End-of-year total assets ($M) among Hershey Trust Company Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hershey Trust Company multi-year asset trail

Sponsor-wide plan assets over time

All Hershey Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 42.982735204020386% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.91M $11.3M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 26 $8M
2023 1 22 $10M
2024 1 28 $11M

Hershey Trust Company filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN230692150
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hershey Trust Company Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Hershey Trust Company Employee Savings Plan, Total assets ($B): 0.007905509 · Participants: 26Hershey Trust Company Employee Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Hershey Trust Company Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Hershey Trust Company Employee Savings Plan side-by-side with 3 peers →

Hershey Trust Company Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sportech, Inc 401(k) Plan in CT ($8M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hershey Trust Company Employee Savings Plan assets move in 2022? ▼
Hershey Trust Company Employee Savings Plan declined sharply - down 16.2% during 2022, from $9M to $8M. Reported net income was -$2M.
How have Hershey Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hershey Trust Company's sponsor-wide assets grew 43.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Hershey Trust Company Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sportech, Inc 401(k) Plan in CT ($8M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Hershey Trust Company Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 230692150.

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.