401(k) · DOL Form 5500 · 2022

Hearth Management, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
667
Participants Below avg headcount
49th
Percentile by assets National rank
$6,939
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hearth Management, LLC Retirement Plan · Sponsored by Hearth Management, LLC · New York · Administrative & Support Services

$5M in assets, 667 participants

Hearth Management, LLC's Hearth Management, LLC Retirement Plan reported $5M in total assets and 667 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,510 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Hearth Management, LLC Retirement Plan ranks #3,510 of 4,927 2022 filers by assets (623% of the sector average)-$5M for 667 participants.

#3,510
in Administrative & Support Services (4,927 peers)
-18.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hearth Management, LLC Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

Hearth Management, LLC Retirement Plan vs every filed plan by assets

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

$4,628,495 49th percentile higher than 49% 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

Hearth Management, LLC Retirement 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. Hearth Management, LLC Retirement Plan sits mid-pack in the medium band (667 participants).

DOL schedule card

Filing strip 161584917 · Hearth Management, LLC PY 2022 · 401(k)

Hearth Management, LLC Retirement Plan · $5M · 667 · 49th

  • SCH $5M
  • EBSA 667
  • PART 49th
  • TYPE 401(k)
  • NET near Acs Benefit Services 401(k) Plan
  • BOOK ind #3510

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 Administrative & Support Services retirement plans → · Plans in New York →

Hearth Management, LLC Retirement Plan in the asset neighbourhood

Hearth Management, LLC Retirement PlanHearth Management, LLC Retir…$5MAcs Benefit Services 401(k) PlanAcs Benefit Services 401(k) …$5MPhunware Inc 401(k) Plan$5MBaptist Community Ministries Retirement PlanBaptist Community Ministries…$5MWright Plastic Products 401(k) Employee Savings PlanWright Plastic Products 401(…$5M
End-of-year total assets ($M) among Hearth Management, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN161584917
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hearth Management, LLC)

Sponsor-wide plan assets over time

All Hearth Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 4.371809843156361% vs 2022
2024 filing year
$4.4M$4.5M$4.6M$4.7M 202220232024 $4.63M $4.43M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 667 $5M
2023 1 682 $5M
2024 1 210 $4M

Nearby 401(k) Plans in New York

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

Hearth Management, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Hearth Management, LLC Retirement Plan, Total assets ($B): 0.004628495 · Participants: 667Hearth Management, LLC Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Hearth Management, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hearth Management, LLC Retirement Plan side-by-side with 3 peers →

Hearth Management, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Acs Benefit Services 401(k) Plan in NC ($5M); by covered participants it is M&m Transport Services, Inc. Retirement Savings Plan in MA (667 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (667 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 Hearth Management, LLC Retirement Plan assets move in 2022? ▼
Hearth Management, LLC Retirement Plan declined sharply - down 18.8% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Hearth Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hearth Management, LLC's sponsor-wide assets declined 4.4%, from $5M to $4M.
Which 401(k) plans are similar in size to Hearth Management, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acs Benefit Services 401(k) Plan in NC ($5M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Hearth Management, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is M&m Transport Services, Inc. Retirement Savings Plan in MA (667 participants, $8M 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 161584917.

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.