401(k) · DOL Form 5500 · 2023

Servant Hr, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
545
Participants Below avg headcount
72nd
Percentile by assets National rank
$35,378
Avg per participant Low balance/head
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Official DOL plan name: Servant Hr 401(k) Retirement Plan · Sponsored by Servant Hr, Inc. · Indiana · Professional & Technical Services

$19M in assets, 545 participants

Servant Hr, Inc.'s Servant Hr 401(k) Retirement Plan reported $19M in total assets and 545 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,567 in Professional & Technical Services (20,321 peers)

Servant Hr, Inc. multi-year trail

Servant Hr, Inc.'s plans moved +54.8% in assets from 2022 to 2024; this filing shows Servant Hr 401(k) Retirement Plan at $19M / 545 participants.

#14,567
in Professional & Technical Services (20,321 peers)
+19.6%
assets growth YoY

Servant Hr 401(k) Retirement Plan's outsized position by total assets

Servant Hr 401(k) Retirement Plan vs every filed plan by assets

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

$19,280,846 Top 28% higher than 72% 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

Servant Hr 401(k) Retirement 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. Servant Hr 401(k) Retirement Plan sits mid-pack in the medium band (545 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Servant Hr 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Servant Hr 401(k) Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Servant Hr 401(k) Retirement Plan reported participants rose from 488 in the plan year 2022 filing to 545 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 300190462 · Servant Hr, Inc. PY 2023 · 401(k)

Servant Hr 401(k) Retirement Plan · $19M · 545 · 72nd

  • TYPE $19M
  • NET 545
  • BOOK 72nd
  • VS-ST 401(k)
  • BOY near Sulloway & Hollis 401(k) Retirement Plan & Trust
  • SCH ind #14567

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 Professional & Technical Services retirement plans → · Plans in Indiana →

Servant Hr 401(k) Retirement Plan in the asset neighbourhood

Servant Hr 401(k) Retirement PlanServant Hr 401(k) Retirement…$19MSulloway & Hollis 401(k) Retirement Plan & TrustSulloway & Hollis 401(k) Ret…$19MIts Logistics, LLC Employee Savings TrustIts Logistics, LLC Employee …$19MThe Blood Connection 401(k) PlanThe Blood Connection 401(k) …$19MThe Timken Company Voluntary Investment Pension PlanThe Timken Company Voluntary…$19M
End-of-year total assets ($M) among Servant Hr 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Servant Hr, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Servant Hr, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 54.79183551976783% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.1M $25M ▲ +54.7%
Year Plans Participants Total Assets
2022 1 488 $16M
2023 1 545 $19M
2024 1 575 $25M

Servant Hr, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN300190462
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Servant Hr 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Servant Hr 401(k) Retirement Plan, Total assets ($B): 0.019280846 · Participants: 545Servant Hr 401(k) Retirement 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
Servant Hr 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Servant Hr 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Sulloway & Hollis 401(k) Retirement Plan & Trust in NH ($19M); by covered participants it is Ref-Chem Retirement Plan in TX (545 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (545 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 Servant Hr 401(k) Retirement Plan assets move in 2023? ▼
Servant Hr 401(k) Retirement Plan grew sharply - up 19.6% during 2023, from $16M to $19M. Reported net income was $5M.
How have Servant Hr, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Servant Hr, Inc.'s sponsor-wide assets grew 54.8%, from $16M to $25M.
Which 401(k) plans are similar in size to Servant Hr 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sulloway & Hollis 401(k) Retirement Plan & Trust in NH ($19M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Servant Hr 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ref-Chem Retirement Plan in TX (545 participants, N/A 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 300190462.

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.