401(k) · DOL Form 5500 · 2022
Heart & Hand Senior Advisors Corp. 401(k) Plan
Data updated 2026-08-25
- $75K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $75,363
- Avg per participant Below avg balance/head
Official DOL plan name: Heart & Hand Senior Advisors Corp. 401(k) Profit Sharing Plan · Sponsored by Heart & Hand Senior Advisors Corp. · Georgia · Healthcare & Social Assistance
$75K in assets, 1 participants
Heart & Hand Senior Advisors Corp.'s Heart & Hand Senior Advisors Corp. 401(k) Profit Sharing Plan reported $75K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 5th 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.
- #635 in Healthcare & Social Assistance (20,060 peers)
Heart & Hand Senior Advisors Corp. multi-year trail
Heart & Hand Senior Advisors Corp.'s plans moved +99.4% in assets from 2022 to 2024; this filing shows Heart & Hand Senior Advisors Corp. 401(k) Profit Sharing Plan at $75K / 1 participant.
- #635
- in Healthcare & Social Assistance (20,060 peers)
- -56.7%
- assets change YoY
The plan reported a net loss of $99K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heart & Hand Senior Advisors Corp. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Heart & Hand Senior Advisors Corp. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$75,363 5th percentile higher than 5% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Heart & Hand Senior Advisors Corp. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heart & Hand Senior Advisors Corp. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 871040399 · Heart & Hand Senior Advisors Corp. PY 2022 · 401(k)
Heart & Hand Senior Advisors Corp. 401(k) Profit Sharing Plan · $75K · 1 · 5th
- EOY $75K
- EOY 1
- EOY 5th
- EOY 401(k)
- EOY near Jbl Logistics, Inc. 401(k) Plan
- EOY ind #635
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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →
Heart & Hand Senior Advisors Corp. 401(k) Profit Sharing Plan in the asset neighbourhood
Heart & Hand Senior Advisors Corp. multi-year asset trail
Sponsor-wide plan assets over time
All Heart & Hand Senior Advisors Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $150K 99.42412058967929% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $75K |
| 2023 | 1 | 1 | $97K |
| 2024 | 1 | 1 | $150K |
Heart & Hand Senior Advisors Corp. filing trail (2022)
| Total Assets (Beginning of Year) | $174K |
|---|---|
| Net Assets (End of Year) | $75K |
| Net Income | -$99K |
| Employer EIN | 871040399 |
| Plan Effective Date | 2021-06-04 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Heart & Hand Senior Advisors Corp. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Jbl Logistics, Inc. 401(k) Plan in TX ($75K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.