401(k) · DOL Form 5500 · 2023

Hematology Oncology, P.C. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
9
Participants Small participant base
67th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Hematology Oncology, P.C. Retirement Trust · Sponsored by Hematology Oncology, P.C. · Connecticut · Healthcare & Social Assistance

$15M in assets, 9 participants

Hematology Oncology, P.C.'s Hematology Oncology, P.C. Retirement Trust reported $15M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,724 in Healthcare & Social Assistance (17,684 peers)

Hematology Oncology, P.C. multi-year trail

Hematology Oncology, P.C.'s plans moved +27.3% in assets from 2022 to 2024; this filing shows Hematology Oncology, P.C. Retirement Trust at $15M / 9 participants.

#12,724
in Healthcare & Social Assistance (17,684 peers)
+19.4%
assets growth YoY

Hematology Oncology, P.C. Retirement Trust's outsized position by total assets

Hematology Oncology, P.C. Retirement Trust vs every filed plan by assets

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

$14,797,792 Top 33% higher than 67% 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

Hematology Oncology, P.C. Retirement Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hematology Oncology, P.C. Retirement Trust is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hematology Oncology, P.C. Retirement Trust reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hematology Oncology, P.C. Retirement Trust end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Hematology Oncology, P.C. Retirement Trust reported participants fell from 10 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060866691 · Hematology Oncology, P.C. PY 2023 · 401(k)

Hematology Oncology, P.C. Retirement Trust · $15M · 9 · 67th

  • SCH $15M
  • SCH 9
  • SCH 67th
  • SCH 401(k)
  • SCH near R& K Solutions 401(k) Plan
  • SCH ind #12724

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

Hematology Oncology, P.C. Retirement Trust in the asset neighbourhood

Hematology Oncology, P.C. Retirement TrustHematology Oncology, P.C. Re…$15MR& K Solutions 401(k) Plan$15MPlg Operations 401(k) Plan$15MWeaber Retirement Savings PlanWeaber Retirement Savings Pl…$15MIgm Biosciences, Inc. 401(k) PlanIgm Biosciences, Inc. 401(k)…$15M
End-of-year total assets ($M) among Hematology Oncology, P.C. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hematology Oncology, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Hematology Oncology, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 27.344215320542233% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.4M $15.8M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 10 $12M
2023 1 9 $15M
2024 1 12 $16M

Hematology Oncology, P.C. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN060866691
Plan Effective Date1970-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Hematology Oncology, P.C. Retirement Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Hematology Oncology, P.C. Retirement Trust, Total assets ($B): 0.014797792 · Participants: 9Hematology Oncology, P.C. Retirement TrustRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Hematology Oncology, P.C. Retirement Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Hematology Oncology, P.C. Retirement Trust side-by-side with 3 peers →

Hematology Oncology, P.C. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is R& K Solutions 401(k) Plan in VA ($15M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Hematology Oncology, P.C. Retirement Trust assets move in 2023? ▼
Hematology Oncology, P.C. Retirement Trust grew sharply - up 19.4% during 2023, from $12M to $15M. Reported net income was $2M.
How have Hematology Oncology, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hematology Oncology, P.C.'s sponsor-wide assets grew 27.3%, from $12M to $16M.
Which 401(k) plans are similar in size to Hematology Oncology, P.C. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is R& K Solutions 401(k) Plan in VA ($15M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Hematology Oncology, P.C. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 060866691.

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.