401(k) · DOL Form 5500 · 2023
Happy Valley Senior Consulting, Inc. 401(k) Plan
Data updated 2026-08-25
- $36K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $36,092
- Avg per participant Low balance/head
Official DOL plan name: Happy Valley Senior Consulting, Inc. 401(k) Profit Sharing Plan · Sponsored by Happy Valley Senior Consulting, Inc. · Massachusetts · Healthcare & Social Assistance
$36K in assets, 1 participants
Happy Valley Senior Consulting, Inc.'s Happy Valley Senior Consulting, Inc. 401(k) Profit Sharing Plan reported $36K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 3rd 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.
- #366 in Healthcare & Social Assistance (17,684 peers)
Happy Valley Senior Consulting, Inc. multi-year trail
Happy Valley Senior Consulting, Inc.'s plans moved +94.4% in assets from 2022 to 2024; this filing shows Happy Valley Senior Consulting, Inc. 401(k) Profit Sharing Plan at $36K / 1 participant.
- #366
- in Healthcare & Social Assistance (17,684 peers)
- +61.8%
- assets growth YoY
Happy Valley Senior Consulting, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Happy Valley Senior Consulting, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,092 3rd percentile higher than 3% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Happy Valley Senior Consulting, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Happy Valley Senior Consulting, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Happy Valley Senior Consulting, Inc. 401(k) Profit Sharing Plan reported net income rose from -$31K in the plan year 2022 filing to $14K in the plan year 2023 filing.
- Happy Valley Senior Consulting, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $22K in the plan year 2022 filing to $36K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 831372129 · Happy Valley Senior Consulting, Inc. PY 2023 · 401(k)
Happy Valley Senior Consulting, Inc. 401(k) Profit Sharing Plan · $36K · 1 · 3rd
- TYPE $36K
- NET 1
- BOOK 3rd
- VS-ST 401(k)
- BOY near Perrinton Liquor Inc. 401(k) Plan
- SCH ind #366
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 Massachusetts →
Happy Valley Senior Consulting, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Happy Valley Senior Consulting, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Happy Valley Senior Consulting, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $43K 94.42750829373263% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $22K |
| 2023 | 1 | 1 | $36K |
| 2024 | 1 | 1 | $43K |
Happy Valley Senior Consulting, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $22K |
|---|---|
| Net Assets (End of Year) | $36K |
| Net Income | $14K |
| Employer EIN | 831372129 |
| Plan Effective Date | 2018-07-25 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Happy Valley Senior Consulting, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Perrinton Liquor Inc. 401(k) Plan in MI ($36K); 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 ($36K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.