Other · DOL Form 5500 · 2022

The Hartwood Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
165
Participants Small participant base
34th
Percentile by assets National rank
$12,697
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Hartwood Foundation Retirement and Employee Savings Plan · Sponsored by The Hartwood Foundation, Inc. · Virginia · Healthcare & Social Assistance

$2M in assets, 165 participants

The Hartwood Foundation, Inc.'s Hartwood Foundation Retirement and Employee Savings Plan reported $2M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #7,193 in Healthcare & Social Assistance (20,060 peers)

Coverage in Virginia

Hartwood Foundation Retirement and Employee Savings Plan covers 165 participants in Virginia, about 21% of the average Virginia filer (state average ~782 per filing). Assets: $2M.

#7,193
in Healthcare & Social Assistance (20,060 peers)
+9.4%
assets growth YoY

Hartwood Foundation Retirement and Employee Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hartwood Foundation Retirement and Employee Savings Plan vs every filed plan by assets

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

$2,094,992 34th percentile higher than 34% 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

Hartwood Foundation Retirement and Employee 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. Hartwood Foundation Retirement and Employee Savings Plan sits mid-pack in the medium band (165 participants).

Published 5500 schedule card

Filing strip 237367530 · The Hartwood Foundation, Inc. PY 2022 · Other

Hartwood Foundation Retirement and Employee Savings Plan · $2M · 165 · 34th

  • PHOTO $2M
  • IND 165
  • EOY 34th
  • 5500 Other
  • ASSETS near Revere Copper Products, Inc. Employees' Stock Bonus Plan
  • PCT ind #7193

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 Virginia →

Hartwood Foundation Retirement and Employee Savings Plan in the asset neighbourhood

Revere Copper Products, Inc. Employees' Stock Bonus PlanRevere Copper Products, Inc.…$2MElwyn New Jersey 403(b) Plan$2MThe Fort Wayne Rescue Mission Ministries Inc. 403(b) PlanThe Fort Wayne Rescue Missio…$2MHartwood Foundation Retirement and Employee Savings PlanHartwood Foundation Retireme…$2MThe Yde Retirement Plan$2M
End-of-year total assets ($M) among Hartwood Foundation Retirement and Employee Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$179K
Employer EIN237367530
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Hartwood Foundation Retirement and Employee Savings Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Hartwood Foundation Retirement and Employee Savings Plan, Total assets ($B): 0.002094992 · Participants: 165Hartwood Foundation Retirement and Employee Savings PlanSentara 403(b) Savings Plan, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.366750632 · Participants: 7903The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matching Tax Deferred Savings Plan
Hartwood Foundation Retirement and Employee Savings Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Hartwood Foundation Retirement and Employee Savings Plan side-by-side with 3 peers →

Hartwood Foundation Retirement and Employee Savings Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Revere Copper Products, Inc. Employees' Stock Bonus Plan in NY ($2M); by covered participants it is Three Rivers Hospital 403b Plan in TN (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Hartwood Foundation Retirement and Employee Savings Plan assets move in 2022? ▼
Hartwood Foundation Retirement and Employee Savings Plan grew at a solid clip - up 9.4% during 2022, from $2M to $2M. Reported net income was $179K.
Which Other plans are similar in size to Hartwood Foundation Retirement and Employee Savings Plan? ▼
Among Other plans in other states, the closest by assets is Revere Copper Products, Inc. Employees' Stock Bonus Plan in NY ($2M, 316 participants).
Which Other plans cover a similar participant headcount to Hartwood Foundation Retirement and Employee Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Three Rivers Hospital 403b Plan in TN (165 participants, N/A 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 237367530.

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.