401(k) · DOL Form 5500 · 2023

J. C. Hart Company, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
170
Participants Small participant base
57th
Percentile by assets National rank
$55,272
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hart Saver - 401(k) Plan · Sponsored by J. C. Hart Company, Inc. · Indiana · Construction

$9M in assets, 170 participants

J. C. Hart Company, Inc.'s Hart Saver - 401(k) Plan reported $9M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,024 in Construction (9,030 peers)

Coverage in Indiana

Hart Saver - 401(k) Plan covers 170 participants in Indiana, about 31% of the average Indiana filer (state average ~541 per filing). Assets: $9M.

#5,024
in Construction (9,030 peers)
+14.9%
assets growth YoY

Hart Saver - 401(k) Plan's mid-pack asset rank among Construction and all filers

Hart Saver - 401(k) Plan vs every filed plan by assets

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

$9,396,199 Top 43% higher than 57% 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

Hart Saver - 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hart Saver - 401(k) Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hart Saver - 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Hart Saver - 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Hart Saver - 401(k) Plan reported participants fell from 173 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351361239 · J. C. Hart Company, Inc. PY 2023 · 401(k)

Hart Saver - 401(k) Plan · $9M · 170 · 57th

  • BOY $9M
  • SCH 170
  • EBSA 57th
  • PART 401(k)
  • TYPE near Furlani Foods, LLC Savings & Retirement Plan
  • NET ind #5024

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 Construction retirement plans → · Plans in Indiana →

Hart Saver - 401(k) Plan in the asset neighbourhood

Hart Saver - 401(k) Plan$9MFurlani Foods, LLC Savings & Retirement PlanFurlani Foods, LLC Savings &…$9MInterstate Oil Co. Savings & Retirement PlanInterstate Oil Co. Savings &…$9MSun Mechanical Contracting, Inc. 401(k) Retirement PlanSun Mechanical Contracting, …$9MPeerless Steel Company Employees' Profit Sharing and 401(k) PlanPeerless Steel Company Emplo…$9M
End-of-year total assets ($M) among Hart Saver - 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN351361239
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. C. Hart Company, Inc.)

Sponsor-wide plan assets over time

All J. C. Hart Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 38.384353487885434% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.18M $11.3M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 173 $8M
2023 1 170 $9M
2024 1 169 $11M

Nearby 401(k) Plans in Indiana

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

Hart Saver - 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Hart Saver - 401(k) Plan, Total assets ($B): 0.009396199 · Participants: 170Hart Saver - 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Hart Saver - 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

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

Outside Indiana, the nearest 401(k) by assets is Furlani Foods, LLC Savings & Retirement Plan in WI ($9M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Hart Saver - 401(k) Plan assets move in 2023?
Hart Saver - 401(k) Plan grew at a solid clip - up 14.9% during 2023, from $8M to $9M. Reported net income was $1M.
How have J. C. Hart Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), J. C. Hart Company, Inc.'s sponsor-wide assets grew 38.4%, from $8M to $11M.
Which 401(k) plans are similar in size to Hart Saver - 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Furlani Foods, LLC Savings & Retirement Plan in WI ($9M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Hart Saver - 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 participants, N/A in assets).