401(k) · DOL Form 5500 · 2023

HTA 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
137
Participants Small participant base
55th
Percentile by assets National rank
$61,004
Avg per participant Low balance/head
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Official DOL plan name: Hta 401(k) Plan · Sponsored by HTA · New York · Educational Services

$8M in assets, 137 participants

HTA's Hta 401(k) Plan reported $8M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #1,415 in Educational Services (3,735 peers)

Coverage in New York

Hta 401(k) Plan covers 137 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $8M.

#1,415
in Educational Services (3,735 peers)
+24.6%
assets growth YoY

Hta 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Hta 401(k) Plan vs every filed plan by assets

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

$8,357,555 Top 45% higher than 55% 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

Hta 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. Hta 401(k) Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hta 401(k) Plan reported net income rose from -$850K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hta 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Hta 401(k) Plan reported participants rose from 113 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133578209 · HTA PY 2023 · 401(k)

Hta 401(k) Plan · $8M · 137 · 55th

  • PHOTO $8M
  • PHOTO 137
  • PHOTO 55th
  • PHOTO 401(k)
  • PHOTO near Lawrence Hall 401(k) Plan
  • PHOTO ind #1415

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 Educational Services retirement plans → · Plans in New York →

Hta 401(k) Plan in the asset neighbourhood

Hta 401(k) Plan$8MLawrence Hall 401(k) Plan$8MSer-Metro Salary Reduction Plan and TrustSer-Metro Salary Reduction P…$8MLinn Products, Inc. Employee Deferred Compensation PlanLinn Products, Inc. Employee…$8MMather Aviation LLC 401(k) Profit Sharing Plan & TrustMather Aviation LLC 401(k) P…$8M
End-of-year total assets ($M) among Hta 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN133578209
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HTA)

Sponsor-wide plan assets over time

All HTA plans reported in each filing year

Latest sponsor-wide plan assets
$8M 20.74546194883591% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $6.71M $8.1M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 113 $7M
2023 1 137 $8M
2024 1 141 $8M

Nearby 401(k) Plans in New York

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

Hta 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hta 401(k) Plan, Total assets ($B): 0.008357555 · Participants: 137Hta 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Hta 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hta 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Lawrence Hall 401(k) Plan in IL ($8M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Hta 401(k) Plan assets move in 2023? ▼
Hta 401(k) Plan grew sharply - up 24.6% during 2023, from $7M to $8M. Reported net income was $2M.
How have HTA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), HTA's sponsor-wide assets grew 20.7%, from $7M to $8M.
Which 401(k) plans are similar in size to Hta 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lawrence Hall 401(k) Plan in IL ($8M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Hta 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M 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 133578209.

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.