401(k) · DOL Form 5500 · 2022

Hematology Oncology, P.C. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
10
Participants Small participant base
69th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Hematology Oncology, P.C. Retirement Trust · Sponsored by Hematology Oncology, P.C. · Connecticut · Healthcare & Social Assistance

$12M in assets, 10 participants

Hematology Oncology, P.C.'s Hematology Oncology, P.C. Retirement Trust reported $12M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,868 in Healthcare & Social Assistance (20,060 peers)

Hematology Oncology, P.C. multi-year trail

Hematology Oncology, P.C.'s plans moved +27.3% in assets from 2022 to 2024; this filing shows Hematology Oncology, P.C. Retirement Trust at $12M / 10 participants.

#14,868
in Healthcare & Social Assistance (20,060 peers)
-22.5%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hematology Oncology, P.C. Retirement Trust's outsized position by total assets

Hematology Oncology, P.C. Retirement Trust vs every filed plan by assets

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

$12,397,368 Top 31% higher than 69% 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

Hematology Oncology, P.C. Retirement Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hematology Oncology, P.C. Retirement Trust is a micro filing (10 participants), the leftmost band.

Published 5500 schedule card

Filing strip 060866691 · Hematology Oncology, P.C. PY 2022 · 401(k)

Hematology Oncology, P.C. Retirement Trust · $12M · 10 · 69th

  • 5500 $12M
  • 5500 10
  • 5500 69th
  • 5500 401(k)
  • 5500 near Johnson Service Group, Inc. Retirement Savings Plan - Contract Employees
  • 5500 ind #14868

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 Connecticut →

Hematology Oncology, P.C. Retirement Trust in the asset neighbourhood

Hematology Oncology, P.C. Retirement TrustHematology Oncology, P.C. Re…$12MJohnson Service Group, Inc. Retirement Savings Plan - Contract EmployeesJohnson Service Group, Inc. …$12MBuck Distributing 401(k) Profit Sharing PlanBuck Distributing 401(k) Pro…$12MMckonly & Asbury, C.P.a. Deferred Savings Profit Sharing PlanMckonly & Asbury, C.P.a. Def…$12MEftec Savings Plan$12M
End-of-year total assets ($M) among Hematology Oncology, P.C. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hematology Oncology, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Hematology Oncology, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 27.344215320542233% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.4M $15.8M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 10 $12M
2023 1 9 $15M
2024 1 12 $16M

Hematology Oncology, P.C. filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$12M
Net Income-$4M
Employer EIN060866691
Plan Effective Date1970-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Hematology Oncology, P.C. Retirement Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Hematology Oncology, P.C. Retirement Trust, Total assets ($B): 0.012397368 · Participants: 10Hematology Oncology, P.C. Retirement TrustUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Hematology Oncology, P.C. Retirement Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Hematology Oncology, P.C. Retirement Trust side-by-side with 3 peers →

Hematology Oncology, P.C. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Johnson Service Group, Inc. Retirement Savings Plan - Contract Employees in IL ($12M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Hematology Oncology, P.C. Retirement Trust assets move in 2022? ▼
Hematology Oncology, P.C. Retirement Trust declined sharply - down 22.5% during 2022, from $16M to $12M. Reported net income was -$4M.
How have Hematology Oncology, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hematology Oncology, P.C.'s sponsor-wide assets grew 27.3%, from $12M to $16M.
Which 401(k) plans are similar in size to Hematology Oncology, P.C. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Johnson Service Group, Inc. Retirement Savings Plan - Contract Employees in IL ($12M, 2,328 participants).
Which 401(k) plans cover a similar participant headcount to Hematology Oncology, P.C. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M 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 060866691.

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.