401(k) · DOL Form 5500 · 2023

Hearthside Bank Corporation 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
98
Participants Small participant base
52nd
Percentile by assets National rank
$74,162
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan · Sponsored by Hearthside Bank Corporation · Kentucky · Finance & Insurance

$7M in assets, 98 participants

Hearthside Bank Corporation's Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan reported $7M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,302 in Finance & Insurance (8,869 peers)

Hearthside Bank Corporation multi-year trail

Hearthside Bank Corporation's plans moved +27.2% in assets from 2022 to 2024; this filing shows Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan at $7M / 98 participants.

#3,302
in Finance & Insurance (8,869 peers)
+13.6%
assets growth YoY

Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan vs every filed plan by assets

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

$7,267,893 Top 48% higher than 52% 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

Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan reported net income rose from -$889K in the plan year 2022 filing to $872K in the plan year 2023 filing.
  • Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan reported participants rose from 84 in the plan year 2022 filing to 98 in the plan year 2023 filing.
  • Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 610305840 · Hearthside Bank Corporation PY 2023 · 401(k)

Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan · $7M · 98 · 52nd

  • ASSETS $7M
  • ASSETS 98
  • ASSETS 52nd
  • ASSETS 401(k)
  • ASSETS near Headlands Research 401(k) Plan
  • ASSETS ind #3302

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 Finance & Insurance retirement plans → · Plans in Kentucky →

Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan in the asset neighbourhood

Hearthside Bank Corporation 401(k)/Employee Stock Ownership PlanHearthside Bank Corporation …$7MHeadlands Research 401(k) PlanHeadlands Research 401(k) Pl…$7MBrewer Heating, Inc. 401(k) Profit Sharing PlanBrewer Heating, Inc. 401(k) …$7MPacific Best Inc. Employee Retirement Benefit PlanPacific Best Inc. Employee R…$7MWestrock Company Retirement Savings Plan for Puerto Rico EmployeesWestrock Company Retirement …$7M
End-of-year total assets ($M) among Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hearthside Bank Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Hearthside Bank Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$8M 27.166326952460235% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.4M $8.13M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 84 $6M
2023 1 98 $7M
2024 1 101 $8M

Hearthside Bank Corporation filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$872K
Employer EIN610305840
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan, Total assets ($B): 0.007267893 · Participants: 98Hearthside Bank Corporation 401(k)/Employee Stock Ownership PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan side-by-side with 3 peers →

Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Headlands Research 401(k) Plan in FL ($7M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 participants); 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 Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan assets move in 2023? ▼
Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan grew at a solid clip - up 13.6% during 2023, from $6M to $7M. Reported net income was $872K.
How have Hearthside Bank Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hearthside Bank Corporation's sponsor-wide assets grew 27.2%, from $6M to $8M.
Which 401(k) plans are similar in size to Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Headlands Research 401(k) Plan in FL ($7M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Hearthside Bank Corporation 401(k)/Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants, $81K 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 610305840.

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.