401(k) · DOL Form 5500 · 2022
Hepatitis B Foundation 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 52
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $83,145
- Avg per participant Below avg balance/head
Official DOL plan name: Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan · Sponsored by Hepatitis B Foundation · Pennsylvania · Healthcare & Social Assistance
$4M in assets, 52 participants
Hepatitis B Foundation's Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan reported $4M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #10,592 in Healthcare & Social Assistance (20,060 peers)
Hepatitis B Foundation multi-year trail
Hepatitis B Foundation's plans moved +67.5% in assets from 2022 to 2024; this filing shows Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan at $4M / 52 participants.
- #10,592
- in Healthcare & Social Assistance (20,060 peers)
- -9.8%
- assets change YoY
The plan reported a net loss of $472K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,323,556 48th percentile higher than 48% 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
Hepatitis B Foundation & Baruch S. Blumberg Institute 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. Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan is a small filing (52 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 232655669 · Hepatitis B Foundation PY 2022 · 401(k)
Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan · $4M · 52 · 48th
- PHOTO $4M
- PHOTO 52
- PHOTO 48th
- PHOTO 401(k)
- PHOTO near T Enterprises 401(k) Plan
- PHOTO ind #10592
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 Pennsylvania →
Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan in the asset neighbourhood
Hepatitis B Foundation multi-year asset trail
Sponsor-wide plan assets over time
All Hepatitis B Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 67.48902986338098% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $4M |
| 2023 | 1 | 57 | $6M |
| 2024 | 1 | 64 | $7M |
Hepatitis B Foundation filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$472K |
| Employer EIN | 232655669 |
| Plan Effective Date | 2011-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is T Enterprises 401(k) Plan in MS ($4M); by covered participants it is Maserati North America, Inc. 401(k) Plan in MI (52 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (52 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.