Other · DOL Form 5500 · 2022
Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma Retirement Plan
Data updated 2026-08-11
- $36M
- Total assets
- 1,326
- Participants
- 85th
- Percentile by assets
- $26,943
- Avg per participant
Official DOL plan name: Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan · Sponsored by Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma · Illinois · Healthcare & Social Assistance
$36M in assets, 1,326 participants
Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma's Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan reported $36M in total assets and 1,326 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 139,126 plans)
- #17,480 in Healthcare & Social Assistance (20,060 peers)
Where Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan sits by assets
Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan sits in the top quartile of all filed plans by assets, $36M for 1,326 participants (~$26,943/participant), down 18.6% in 2022.
- $36M
- total plan assets (2022 EOY)
- 1,326
- covered participants
- 85th
- percentile by assets (of 139,126 plans)
- $26,943
- avg assets per participant
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan sits by total assets
Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$35,726,656 Top 15% higher than 85% 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
Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan vs the 2022 asset distribution
By assets, Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan outranks 85% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | -$8M |
| Employer EIN | 361877640 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,326 | $36M |
| 2023 | 1 | 1,176 | $43M |
| 2024 | 2 | 1,140 | $15M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Similar-Sized Other Plans Nationally
Other plans in other states closest to Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan by total assets, not by location.
- Veterans Medical Research Foundation Retirement Plan (CA) $36M · 102
- Compass Health Retirement Plan (WA) $36M · 639
- Oaks Integrated Care, Inc. 403(b) Plan (NJ) $36M · 132
- Immaculata University DC Retirement Plan (PA) $36M · 366
Frequently Asked Questions
How did Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan assets move in 2022? ▼
How have Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma plan assets changed over time? ▼
Where does Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan? ▼
Next read for Travelers & Immigrants Aid's Heartland A…
Scale reading
Ways to act on Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan's numbers.
- By total assets, Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma's sponsor-wide assets have declined 58.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans