401(k) · DOL Form 5500 · 2023

Hartlage Management Company 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
165
Participants Small participant base
46th
Percentile by assets National rank
$33,455
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hartlage Management Company Retirement Savings Plan · Sponsored by Hartlage Management Company · Kentucky · Finance & Insurance

$6M in assets, 165 participants

Hartlage Management Company's Hartlage Management Company Retirement Savings Plan reported $6M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,910 in Finance & Insurance (8,869 peers)

Coverage in Kentucky

Hartlage Management Company Retirement Savings Plan covers 165 participants in Kentucky, about 25% of the average Kentucky filer (state average ~647 per filing). Assets: $6M.

#2,910
in Finance & Insurance (8,869 peers)
+14.9%
assets growth YoY

Hartlage Management Company Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Hartlage Management Company Retirement Savings Plan vs every filed plan by assets

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

$5,520,040 46th percentile higher than 46% 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

Hartlage Management Company Retirement Savings 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. Hartlage Management Company Retirement Savings Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hartlage Management Company Retirement Savings Plan reported net income rose from -$515K in the plan year 2022 filing to $715K in the plan year 2023 filing.
  • Hartlage Management Company Retirement Savings Plan reported participants rose from 121 in the plan year 2022 filing to 165 in the plan year 2023 filing.
  • Hartlage Management Company Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611173837 · Hartlage Management Company PY 2023 · 401(k)

Hartlage Management Company Retirement Savings Plan · $6M · 165 · 46th

  • EBSA $6M
  • PART 165
  • TYPE 46th
  • NET 401(k)
  • BOOK near Fertility Treatment Center, P.C. 401(k) Savings and Retirement Plan
  • VS-ST ind #2910

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 Kentucky →

Hartlage Management Company Retirement Savings Plan in the asset neighbourhood

Hartlage Management Company Retirement Savings PlanHartlage Management Company …$6MFertility Treatment Center, P.C. 401(k) Savings and Retirement PlanFertility Treatment Center, …$6MBrandon Associates, Inc. 401(k) PlanBrandon Associates, Inc. 401…$6MProfessional Product Research Co., Inc. 401(k) Profit Sharing Plan and TrustProfessional Product Researc…$6MQuantum 401(k) Plan$6M
End-of-year total assets ($M) among Hartlage Management Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$715K
Employer EIN611173837
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hartlage Management Company)

Sponsor-wide plan assets over time

All Hartlage Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$6M 17.28892156473073% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.81M $5.64M ▲ +17.3%
Year Plans Participants Total Assets
2022 1 121 $5M
2023 1 165 $6M
2024 1 177 $6M

Nearby 401(k) Plans in Kentucky

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

Hartlage Management Company Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Hartlage Management Company Retirement Savings Plan, Total assets ($B): 0.00552004 · Participants: 165Hartlage Management Company Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Hartlage Management Company Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Hartlage Management Company Retirement Savings Plan side-by-side with 3 peers →

Hartlage Management Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Fertility Treatment Center, P.C. 401(k) Savings and Retirement Plan in AZ ($6M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Hartlage Management Company Retirement Savings Plan assets move in 2023? ▼
Hartlage Management Company Retirement Savings Plan grew at a solid clip - up 14.9% during 2023, from $5M to $6M. Reported net income was $715K.
How have Hartlage Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hartlage Management Company's sponsor-wide assets grew 17.3%, from $5M to $6M.
Which 401(k) plans are similar in size to Hartlage Management Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fertility Treatment Center, P.C. 401(k) Savings and Retirement Plan in AZ ($6M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Hartlage Management Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fruitsmart 401(k) Plan in WA (165 participants, $3M 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 611173837.

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.