401(k) · DOL Form 5500 · 2023

Hershey Trust Company 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
22
Participants Small participant base
58th
Percentile by assets National rank
$443,129
Avg per participant High balance/head
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Official DOL plan name: Hershey Trust Company Employee Savings Plan · Sponsored by Hershey Trust Company · Pennsylvania · Finance & Insurance

$10M in assets, 22 participants

Hershey Trust Company's Hershey Trust Company Employee Savings Plan reported $10M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,787 in Finance & Insurance (8,869 peers)

Hershey Trust Company multi-year trail

Hershey Trust Company's plans moved +43.0% in assets from 2022 to 2024; this filing shows Hershey Trust Company Employee Savings Plan at $10M / 22 participants.

#3,787
in Finance & Insurance (8,869 peers)
+23.3%
assets growth YoY

Hershey Trust Company Employee Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Hershey Trust Company Employee Savings Plan vs every filed plan by assets

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

$9,748,830 Top 42% higher than 58% 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

Hershey Trust Company Employee 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. Hershey Trust Company Employee Savings Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hershey Trust Company Employee Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hershey Trust Company Employee Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Hershey Trust Company Employee Savings Plan reported participants fell from 26 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 230692150 · Hershey Trust Company PY 2023 · 401(k)

Hershey Trust Company Employee Savings Plan · $10M · 22 · 58th

  • PHOTO $10M
  • IND 22
  • EOY 58th
  • 5500 401(k)
  • ASSETS near Cybereason 401(k) Retirement Plan
  • PCT ind #3787

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 Pennsylvania →

Hershey Trust Company Employee Savings Plan in the asset neighbourhood

Hershey Trust Company Employee Savings PlanHershey Trust Company Employ…$10MCybereason 401(k) Retirement PlanCybereason 401(k) Retirement…$10MEnergizer Holdings, Inc. 401(k) Plan for Cba Colleagues at FennimoreEnergizer Holdings, Inc. 401…$10MComanco Environmental Corporation 401(k) PlanComanco Environmental Corpor…$10MLegacy Equipment, LLC 401(k) and Profit Sharing PlanLegacy Equipment, LLC 401(k)…$10M
End-of-year total assets ($M) among Hershey Trust Company Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hershey Trust Company multi-year asset trail

Sponsor-wide plan assets over time

All Hershey Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 42.982735204020386% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.91M $11.3M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 26 $8M
2023 1 22 $10M
2024 1 28 $11M

Hershey Trust Company filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN230692150
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Hershey Trust Company Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Hershey Trust Company Employee Savings Plan, Total assets ($B): 0.00974883 · Participants: 22Hershey Trust Company Employee Savings 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
Hershey Trust Company Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Hershey Trust Company Employee Savings Plan side-by-side with 3 peers →

Hershey Trust Company Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Cybereason 401(k) Retirement Plan in CA ($10M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Hershey Trust Company Employee Savings Plan assets move in 2023? ▼
Hershey Trust Company Employee Savings Plan grew sharply - up 23.3% during 2023, from $8M to $10M. Reported net income was $2M.
How have Hershey Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hershey Trust Company's sponsor-wide assets grew 43.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Hershey Trust Company Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cybereason 401(k) Retirement Plan in CA ($10M, 184 participants).
Which 401(k) plans cover a similar participant headcount to Hershey Trust Company Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K 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 230692150.

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.