Other · DOL Form 5500 · 2022
Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma Retirement Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 1,326
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $26,943
- Avg per participant Low balance/head
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.
- #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.
- #17,480
- in Healthcare & Social Assistance (20,060 peers)
- -18.6%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
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.
Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan's outsized position 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's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan lands in the large band (1,326 participants).
Published 5500 schedule card
Filing strip 361877640 · Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma PY 2022 · Other
Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan · $36M · 1,326 · 85th
- EIN $36M
- EIN 1,326
- EIN 85th
- EIN Other
- EIN near Veterans Medical Research Foundation Retirement Plan
- EIN ind #17480
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 Illinois →
Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 58.09874565366543% vs 2022
- 2024 filing year
| 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
Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Veterans Medical Research Foundation Retirement Plan in CA ($36M); by covered participants it is Pomona College Academic Retirement Plan in CA (1,325 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,326 participants); asset peers above are excluded.
- Pomona College Academic Retirement Plan (CA) 1,325 · 1 off
- Biola University Defined Contribution Retirement Plan (CA) 1,329 · 3 off
- Florida Tech Retirement Plan (FL) 1,320 · 6 off
- Save the Children Federation, Inc. Retirement Savings Plan (CT) 1,320 · 6 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.