401(k) · DOL Form 5500 · 2022
Hillcrest Family Services 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 262
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $35,491
- Avg per participant Low balance/head
Official DOL plan name: Hillcrest Family Services Union and Non-Union 401(k) Plan · Sponsored by Hillcrest Family Services · Iowa · Healthcare & Social Assistance
$9M in assets, 262 participants
Hillcrest Family Services's Hillcrest Family Services Union and Non-Union 401(k) Plan reported $9M in total assets and 262 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #13,837 in Healthcare & Social Assistance (20,060 peers)
Coverage in Iowa
Hillcrest Family Services Union and Non-Union 401(k) Plan covers 262 participants in Iowa, about 43% of the average Iowa filer (state average ~609 per filing). Assets: $9M.
- #13,837
- in Healthcare & Social Assistance (20,060 peers)
- -25.2%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hillcrest Family Services Union and Non-Union 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Hillcrest Family Services Union and Non-Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,298,603 Top 37% higher than 63% 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
Hillcrest Family Services Union and Non-Union 401(k) 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. Hillcrest Family Services Union and Non-Union 401(k) Plan sits mid-pack in the medium band (262 participants).
DOL schedule card
Filing strip 420680411 · Hillcrest Family Services PY 2022 · 401(k)
Hillcrest Family Services Union and Non-Union 401(k) Plan · $9M · 262 · 63rd
- BOY $9M
- BOY 262
- BOY 63rd
- BOY 401(k)
- BOY near Brooks Tropicals 401(k) Plan
- BOY ind #13837
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 Iowa →
Hillcrest Family Services Union and Non-Union 401(k) Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$3M |
| Employer EIN | 420680411 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hillcrest Family Services)
Sponsor-wide plan assets over time
All Hillcrest Family Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 0.19488949038904016% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 262 | $9M |
| 2023 | 1 | 261 | $10M |
| 2024 | 1 | 213 | $9M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Hillcrest Family Services Union and Non-Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Brooks Tropicals 401(k) Plan in FL ($9M); by covered participants it is Cumberland Truck Equipment Co. Salary Deferral Plan in PA (262 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Brooks Tropicals 401(k) Plan (FL) $9M · 119
- America's Credit Union Capital Accumulation Plan (TX) $9M · 113
- Platinum Driveline, Inc. Retirement Plan (MO) $9M · 7
- Fsp 401(k) Plan (MA) $9M · 34
Similar participant headcount
Nearest other-state filings by covered participants (262 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.