401(k) · DOL Form 5500 · 2023

Hospital and Healthsystem Assoc. of Pennsylvania 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
71
Participants Small participant base
77th
Percentile by assets National rank
$357,156
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Hap 401(k) Plan · Sponsored by Hospital and Healthsystem Assoc. of Pennsylvania · Pennsylvania · Management of Enterprises

$25M in assets, 71 participants

Hospital and Healthsystem Assoc. of Pennsylvania's The Hap 401(k) Plan reported $25M in total assets and 71 participants in its 2023 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.

  • #639 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, The Hap 401(k) Plan ranks #639 of 1,137 2023 filers by assets (1402% of the sector average)-$25M for 71 participants.

#639
in Management of Enterprises (1,137 peers)
+28.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Hap 401(k) Plan's outsized position by total assets

The Hap 401(k) Plan vs every filed plan by assets

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

$25,358,110 Top 23% higher than 77% 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

The Hap 401(k) 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. The Hap 401(k) Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Hap 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Hap 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • The Hap 401(k) Plan reported participants rose from 68 in the plan year 2022 filing to 71 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251767436 · Hospital and Healthsystem Assoc. of Pennsylvania PY 2023 · 401(k)

The Hap 401(k) Plan · $25M · 71 · 77th

  • NET $25M
  • NET 71
  • NET 77th
  • NET 401(k)
  • NET near Rinker Design 401(k) Plan
  • NET ind #639

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 Management of Enterprises retirement plans → · Plans in Pennsylvania →

The Hap 401(k) Plan in the asset neighbourhood

The Hap 401(k) Plan$25MRinker Design 401(k) Plan$25MAltorfer Inc. Employees Savings PlanAltorfer Inc. Employees Savi…$25MMonin, Inc. 401(k) Profit Sharing PlanMonin, Inc. 401(k) Profit Sh…$25MSbera 401(k) Plan as Adopted by Hingham Institution for SavingsSbera 401(k) Plan as Adopted…$25M
End-of-year total assets ($M) among The Hap 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$6M
Employer EIN251767436
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hospital and Healthsystem Assoc. of Pennsylvania)

Sponsor-wide plan assets over time

All Hospital and Healthsystem Assoc. of Pennsylvania plans reported in each filing year

Latest sponsor-wide plan assets
$28M 43.81721442654028% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.7M $28.3M ▲ +43.8%
Year Plans Participants Total Assets
2022 1 68 $20M
2023 1 71 $25M
2024 1 68 $28M

Nearby 401(k) Plans in Pennsylvania

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

The Hap 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Hap 401(k) Plan, Total assets ($B): 0.02535811 · Participants: 71The Hap 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
The Hap 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Hap 401(k) Plan side-by-side with 3 peers →

The Hap 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Rinker Design 401(k) Plan in VA ($25M); by covered participants it is Eftec Savings Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 The Hap 401(k) Plan assets move in 2023? ▼
The Hap 401(k) Plan grew sharply - up 28.7% during 2023, from $20M to $25M. Reported net income was $6M.
How have Hospital and Healthsystem Assoc. of Pennsylvania plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hospital and Healthsystem Assoc. of Pennsylvania's sponsor-wide assets grew 43.8%, from $20M to $28M.
Where does The Hap 401(k) Plan rank by assets among Form 5500 filers? ▼
The Hap 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Hap 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rinker Design 401(k) Plan in VA ($25M, 161 participants).
Which 401(k) plans cover a similar participant headcount to The Hap 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eftec Savings Plan in MI (71 participants, $16M 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 251767436.

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.