401(k) · DOL Form 5500 · 2022

Heart + Paw, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
317
Participants Below avg headcount
43rd
Percentile by assets National rank
$11,010
Avg per participant Low balance/head
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Official DOL plan name: Heart + Paw 401(k) Plan · Sponsored by Heart + Paw, LLC · Pennsylvania · Professional & Technical Services

$3M in assets, 317 participants

Heart + Paw, LLC's Heart + Paw 401(k) Plan reported $3M in total assets and 317 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,762 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Heart + Paw 401(k) Plan covers 317 participants in Pennsylvania, about 39% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#8,762
in Professional & Technical Services (21,562 peers)
+50.7%
assets growth YoY

Heart + Paw 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Heart + Paw 401(k) Plan vs every filed plan by assets

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

$3,490,124 43rd percentile higher than 43% 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

Heart + Paw 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. Heart + Paw 401(k) Plan sits mid-pack in the medium band (317 participants).

DOL schedule card

Filing strip 830931227 · Heart + Paw, LLC PY 2022 · 401(k)

Heart + Paw 401(k) Plan · $3M · 317 · 43rd

  • 5500 $3M
  • ASSETS 317
  • PCT 43rd
  • EIN 401(k)
  • RANK near Miscellaneous Metals, Inc. 401(k) Retirement Benefit Plan
  • PHOTO ind #8762

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Heart + Paw 401(k) Plan in the asset neighbourhood

Heart + Paw 401(k) Plan$3MMiscellaneous Metals, Inc. 401(k) Retirement Benefit PlanMiscellaneous Metals, Inc. 4…$3MGcats Investments LLC 401(k) Profit Sharing Plan & TrustGcats Investments LLC 401(k)…$3MSciquus Inc. 401(k) Plan$3MHaas-Anderson Construction Profit Sharing 401(k) PlanHaas-Anderson Construction P…$3M
End-of-year total assets ($M) among Heart + Paw 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN830931227
Plan Effective Date2019-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heart + Paw, LLC)

Sponsor-wide plan assets over time

All Heart + Paw, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 71.43485446362364% vs 2022
2023 filing year
$3M$4M$5M$6M$7M 20222023 $3.49M $5.98M ▲ +71.3%
Year Plans Participants Total Assets
2022 1 317 $3M
2023 1 383 $6M

Nearby 401(k) Plans in Pennsylvania

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

Heart + Paw 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Heart + Paw 401(k) Plan, Total assets ($B): 0.003490124 · Participants: 317Heart + Paw 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Heart + Paw 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Heart + Paw 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Miscellaneous Metals, Inc. 401(k) Retirement Benefit Plan in MD ($3M); by covered participants it is Skybridge Resources, LLC 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (317 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 Heart + Paw 401(k) Plan assets move in 2022?
Heart + Paw 401(k) Plan surged - up 50.7% during 2022, from $2M to $3M. Reported net income was $1M.
How have Heart + Paw, LLC plan assets changed over time?
Across 2 plan years on file (2022-2023), Heart + Paw, LLC's sponsor-wide assets grew 71.4%, from $3M to $6M.
Which 401(k) plans are similar in size to Heart + Paw 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Miscellaneous Metals, Inc. 401(k) Retirement Benefit Plan in MD ($3M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Heart + Paw 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Skybridge Resources, LLC 401(k) Plan in FL (317 participants, $2M in assets).