Other · DOL Form 5500 · 2022
Happy to Serve You Hospitality Retirement Plan
Data updated 2026-08-25
- $40K
- Total assets Small plan by assets
- 99
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $404
- Avg per participant Low balance/head
Official DOL plan name: Happy to Serve You Hospitality · Sponsored by Happy to Serve You Hospitality · California · Unclassified
$40K in assets, 99 participants
Happy to Serve You Hospitality's Happy to Serve You Hospitality reported $40K in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.
- #4 in Unclassified (42 peers)
2022 asset change
Happy to Serve You Hospitality surged 188.9% in 2022 ($14K → $40K) for 99 participants.
- #4
- in Unclassified (42 peers)
- +188.9%
- assets growth YoY
Happy to Serve You Hospitality among the smaller filed plans by assets
Happy to Serve You Hospitality vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$40,030 3rd percentile higher than 3% 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
Happy to Serve You Hospitality among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Happy to Serve You Hospitality is a small filing (99 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 474920765 · Happy to Serve You Hospitality PY 2022 · Other
Happy to Serve You Hospitality · $40K · 99 · 3rd
- VS-ST $40K
- BOY 99
- SCH 3rd
- EBSA Other
- PART near Community Foundation of the Eastern Shore, Inc. 403(b) Plan
- TYPE ind #4
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 Unclassified retirement plans → · Plans in California →
Happy to Serve You Hospitality in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $14K |
|---|---|
| Net Assets (End of Year) | $40K |
| Net Income | $26K |
| Employer EIN | 474920765 |
| Plan Effective Date | 2021-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Happy to Serve You Hospitality's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Community Foundation of the Eastern Shore, Inc. 403(b) Plan in MD ($40K); by covered participants it is New Horizons Community Support Services 403(b) Retirement Plan in MO (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40K here).
Similar participant headcount
Nearest other-state filings by covered participants (99 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.