401(k) · DOL Form 5500 · 2023
Hepatitis B Foundation 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 57
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $102,245
- Avg per participant Below avg balance/head
Official DOL plan name: Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan · Sponsored by Hepatitis B Foundation · Pennsylvania · Healthcare & Social Assistance
$6M in assets, 57 participants
Hepatitis B Foundation's Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan reported $6M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #9,190 in Healthcare & Social Assistance (17,684 peers)
Hepatitis B Foundation multi-year trail
Hepatitis B Foundation's plans moved +67.5% in assets from 2022 to 2024; this filing shows Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan at $6M / 57 participants.
- #9,190
- in Healthcare & Social Assistance (17,684 peers)
- +34.8%
- assets growth YoY
Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,827,945 47th percentile higher than 47% 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
Hepatitis B Foundation & Baruch S. Blumberg Institute Savings 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. Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan is a small filing (57 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan reported net income rose from -$472K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan reported participants rose from 52 in the plan year 2022 filing to 57 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 232655669 · Hepatitis B Foundation PY 2023 · 401(k)
Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan · $6M · 57 · 47th
- PCT $6M
- PCT 57
- PCT 47th
- PCT 401(k)
- PCT near Ktu&a Retirement Savings Plan
- PCT ind #9190
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 Pennsylvania →
Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan in the asset neighbourhood
Hepatitis B Foundation multi-year asset trail
Sponsor-wide plan assets over time
All Hepatitis B Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 67.48902986338098% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $4M |
| 2023 | 1 | 57 | $6M |
| 2024 | 1 | 64 | $7M |
Hepatitis B Foundation filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $2M |
| Employer EIN | 232655669 |
| Plan Effective Date | 2011-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Ktu&a Retirement Savings Plan in CA ($6M); by covered participants it is The Herjavec Group Corp 401(k) Plan in CA (57 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Ktu&a Retirement Savings Plan (CA) $6M · 29
- Golden State Drilling, Inc. 401(k) Profit Sharing Plan (CA) $6M · 111
- Three Sons, Inc. 401(k) Plan (CA) $6M · 146
- The Ronin Project 401(k) Plan (CA) $6M · 102
Similar participant headcount
Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.
- The Herjavec Group Corp 401(k) Plan (CA) 57 · 0 off
- Gallagher Asphalt Corporation Employees' Profit Sharing Plan (IL) 57 · 0 off
- Baker Tilly Wealth Management Pep (SD) 57 · 0 off
- Dalco Industries, Inc. 401(k) Plan (MO) 57 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.