401(k) · DOL Form 5500 · 2023

Hearthstone Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hearthstone Capital, Inc. · Sponsored by Hearthstone Capital, Inc. · Texas · Real Estate

$1M in assets, 1 participants

Hearthstone Capital, Inc.'s Hearthstone Capital, Inc. reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,015 in Real Estate (4,727 peers)

What the 2023 filing shows

Hearthstone Capital, Inc. holds $1M for 1 participant - about $1.2M per participant, in the lower half of filed plans by assets.

#2,015
in Real Estate (4,727 peers)
-0.0%
assets change YoY

The plan reported a net loss of $577 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hearthstone Capital, Inc. among the smaller filed plans by assets

Hearthstone Capital, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,166,019 25th percentile higher than 25% of 127,068 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 2023

Hearthstone Capital, Inc. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hearthstone Capital, Inc. is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hearthstone Capital, Inc. reported net income fell from $13K in the plan year 2022 filing to -$577 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 863027025 · Hearthstone Capital, Inc. PY 2023 · 401(k)

Hearthstone Capital, Inc. · $1M · 1 · 25th

  • BOY $1M
  • BOY 1
  • BOY 25th
  • BOY 401(k)
  • BOY near Silver Leaf Properties 401(k) Trust
  • BOY ind #2015

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 Real Estate retirement plans → · Plans in Texas →

Hearthstone Capital, Inc. in the asset neighbourhood

Hearthstone Capital, Inc.$1MSilver Leaf Properties 401(k) TrustSilver Leaf Properties 401(k…$1MGisi 401(k) Plan$1MThomason Management, Inc. 401(k) PlanThomason Management, Inc. 40…$1MLifetime Pharmacy Corp. 401(k) PlanLifetime Pharmacy Corp. 401(…$1M
End-of-year total assets ($M) among Hearthstone Capital, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$577
Employer EIN863027025
Plan Effective Date2021-03-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Hearthstone Capital, Inc.)

Sponsor-wide plan assets over time

All Hearthstone Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 1.2371892240329985% vs 2022
2024 filing year
$1.17M$1.17M$1.18M$1.18M$1.19M 202220232024 $1.17M $1.18M ▲ +0.9%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $1M

Nearby 401(k) Plans in Texas

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

Hearthstone Capital, Inc. vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hearthstone Capital, Inc., Total assets ($B): 0.001166019 · Participants: 1Hearthstone Capital, Inc.AT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Hearthstone Capital, Inc. vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Hearthstone Capital, Inc. side-by-side with 3 peers →

Hearthstone Capital, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Silver Leaf Properties 401(k) Trust in TN ($1M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hearthstone Capital, Inc. assets move in 2023? ▼
Hearthstone Capital, Inc. held essentially flat - down 0.0% during 2023, from $1M to $1M. Reported net income was -$577.
How have Hearthstone Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hearthstone Capital, Inc.'s sponsor-wide assets grew 1.2%, from $1M to $1M.
Where does Hearthstone Capital, Inc. rank by assets among Form 5500 filers? ▼
Hearthstone Capital, Inc. ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Hearthstone Capital, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Silver Leaf Properties 401(k) Trust in TN ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Hearthstone Capital, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 863027025.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.