401(k) · DOL Form 5500 · 2022

Hearthstone Utilites Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
225
Participants Below avg headcount
77th
Percentile by assets National rank
$88,034
Avg per participant Below avg balance/head
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Official DOL plan name: Hearthstone Utilities Inc. Retirement Savings Plan · Sponsored by Hearthstone Utilites Inc. · Illinois · Utilities

$20M in assets, 225 participants

Hearthstone Utilites Inc.'s Hearthstone Utilities Inc. Retirement Savings Plan reported $20M in total assets and 225 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #289 in Utilities (738 peers)

Coverage in Illinois

Hearthstone Utilities Inc. Retirement Savings Plan covers 225 participants in Illinois, about 29% of the average Illinois filer (state average ~779 per filing). Assets: $20M.

#289
in Utilities (738 peers)
+1.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Hearthstone Utilities Inc. Retirement Savings Plan's outsized position by total assets

Hearthstone Utilities Inc. Retirement Savings Plan vs every filed plan by assets

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

$19,807,694 Top 23% higher than 77% 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

Hearthstone Utilities Inc. Retirement Savings 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. Hearthstone Utilities Inc. Retirement Savings Plan sits mid-pack in the medium band (225 participants).

EBSA filing schedule strip

Filing strip 273003768 · Hearthstone Utilites Inc. PY 2022 · 401(k)

Hearthstone Utilities Inc. Retirement Savings Plan · $20M · 225 · 77th

  • EIN $20M
  • EIN 225
  • EIN 77th
  • EIN 401(k)
  • EIN near Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank
  • EIN ind #289

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 Utilities retirement plans → · Plans in Illinois →

Hearthstone Utilities Inc. Retirement Savings Plan in the asset neighbourhood

Hearthstone Utilities Inc. Retirement Savings PlanHearthstone Utilities Inc. R…$20MSbera 401(k) Plan as Adopted by Fall River Five Cents Savings BankSbera 401(k) Plan as Adopted…$20MCalifornia Nurses Association 401(k) Retirement PlanCalifornia Nurses Associatio…$20MDee Zee 401(k) Plan$20MAdvanced Technology & Research Corp. 401(k) Retirement PlanAdvanced Technology & Resear…$20M
End-of-year total assets ($M) among Hearthstone Utilities Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$364K
Employer EIN273003768
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hearthstone Utilites Inc.)

Sponsor-wide plan assets over time

All Hearthstone Utilites Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 14.29159295372798% vs 2022
2024 filing year
$19M$20M$21M$22M$23M 202220232024 $19.8M $22.6M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 225 $20M
2023 1 267 $23M
2024 1 224 $23M

Nearby 401(k) Plans in Illinois

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

Hearthstone Utilities Inc. Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Hearthstone Utilities Inc. Retirement Savings Plan, Total assets ($B): 0.019807694 · Participants: 225Hearthstone Utilities Inc. Retirement Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Hearthstone Utilities Inc. Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Hearthstone Utilities Inc. Retirement Savings Plan side-by-side with 3 peers →

Hearthstone Utilities Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank in MA ($20M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Hearthstone Utilities Inc. Retirement Savings Plan assets move in 2022? ▼
Hearthstone Utilities Inc. Retirement Savings Plan edged up modestly - up 1.9% during 2022, from $19M to $20M. Reported net income was $364K.
How have Hearthstone Utilites Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hearthstone Utilites Inc.'s sponsor-wide assets grew 14.3%, from $20M to $23M.
Where does Hearthstone Utilities Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Hearthstone Utilities Inc. Retirement Savings Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hearthstone Utilities Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank in MA ($20M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Hearthstone Utilities Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (225 participants, $113K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273003768.

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.