401(k) · DOL Form 5500 · 2022
Hartlage Management Company 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 121
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $39,714
- Avg per participant Low balance/head
Official DOL plan name: Hartlage Management Company Retirement Savings Plan · Sponsored by Hartlage Management Company · Kentucky · Finance & Insurance
$5M in assets, 121 participants
Hartlage Management Company's Hartlage Management Company Retirement Savings Plan reported $5M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #3,204 in Finance & Insurance (9,261 peers)
Coverage in Kentucky
Hartlage Management Company Retirement Savings Plan covers 121 participants in Kentucky, about 19% of the average Kentucky filer (state average ~647 per filing). Assets: $5M.
- #3,204
- in Finance & Insurance (9,261 peers)
- -9.7%
- assets change YoY
The plan reported a net loss of $515K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hartlage Management Company Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Hartlage Management Company Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,805,453 Top 50% higher than 50% 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
Hartlage Management Company Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hartlage Management Company Retirement Savings Plan sits mid-pack in the medium band (121 participants).
Published 5500 schedule card
Filing strip 611173837 · Hartlage Management Company PY 2022 · 401(k)
Hartlage Management Company Retirement Savings Plan · $5M · 121 · 50th
- IND $5M
- IND 121
- IND 50th
- IND 401(k)
- IND near Nicolas Alexander Company 401(k) Profit Sharing Plan
- IND ind #3204
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 Kentucky →
Hartlage Management Company Retirement Savings Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$515K |
| Employer EIN | 611173837 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hartlage Management Company)
Sponsor-wide plan assets over time
All Hartlage Management Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 17.28892156473073% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 121 | $5M |
| 2023 | 1 | 165 | $6M |
| 2024 | 1 | 177 | $6M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Hartlage Management Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Nicolas Alexander Company 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is Valley Packaging Supply Co. , Inc. 401(k) Plan in WI (121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Nicolas Alexander Company 401(k) Profit Sharing Plan (CA) $5M · 11
- Gdi 401(k) Plan (TX) $5M · 194
- Roy Farms, Spc 401(k) Plan (WA) $5M · 365
- Revelstoke Capital Management, LLC 401(k) Plan (CO) $5M · 32
Similar participant headcount
Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.
- Valley Packaging Supply Co. , Inc. 401(k) Plan (WI) 121 · 0 off
- Sunvair 401(k) Plan (CA) 121 · 0 off
- Infosec Institute 401(k) Plan (WI) 121 · 0 off
- Tata Harper Skincare Retirement Plan (VT) 121 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.