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
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
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.
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
Indiana filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 351361239 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING 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
| 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.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (170 participants); asset peers above are excluded.
- Keystone-Pacific 401(k) Plan (OR) 170 · 0 off
- Onin Group 401(k) Plan (AL) 170 · 0 off
- P.W. Gillibrand Company Tax-Deferred Savings Plan (CA) 170 · 0 off
- Tulsa Zoo Management, Inc. 401(k) Plan (OK) 170 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.