401(k) · DOL Form 5500 · 2023

Hearthstone Senior Communities Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
582
Participants Below avg headcount
32nd
Percentile by assets National rank
$3,802
Avg per participant Low balance/head
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Official DOL plan name: Hearthstone Senior Communities Inc 401(k) Plan · Sponsored by Hearthstone Senior Communities Inc · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 582 participants

Hearthstone Senior Communities Inc's Hearthstone Senior Communities Inc 401(k) Plan reported $2M in total assets and 582 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,446 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Hearthstone Senior Communities Inc 401(k) Plan holds $2M for 582 participants - about $3,802 per participant, in the lower half of filed plans by assets.

#5,446
in Healthcare & Social Assistance (17,684 peers)
+7.5%
assets growth YoY

Hearthstone Senior Communities Inc 401(k) Plan among the smaller filed plans by assets

Hearthstone Senior Communities Inc 401(k) Plan vs every filed plan by assets

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

$2,212,758 32nd percentile higher than 32% 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

Hearthstone Senior Communities Inc 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. Hearthstone Senior Communities Inc 401(k) Plan sits mid-pack in the medium band (582 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hearthstone Senior Communities Inc 401(k) Plan reported net income rose from -$487K in the plan year 2022 filing to $153K in the plan year 2023 filing.
  • Hearthstone Senior Communities Inc 401(k) Plan reported participants rose from 536 in the plan year 2022 filing to 582 in the plan year 2023 filing.
  • Hearthstone Senior Communities Inc 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232856813 · Hearthstone Senior Communities Inc PY 2023 · 401(k)

Hearthstone Senior Communities Inc 401(k) Plan · $2M · 582 · 32nd

  • PART $2M
  • TYPE 582
  • NET 32nd
  • BOOK 401(k)
  • VS-ST near Edmore Tool & Grinding, Inc. 401(k) Plan
  • BOY ind #5446

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 Pennsylvania →

Hearthstone Senior Communities Inc 401(k) Plan in the asset neighbourhood

Hearthstone Senior Communities Inc 401(k) PlanHearthstone Senior Communiti…$2MEdmore Tool & Grinding, Inc. 401(k) PlanEdmore Tool & Grinding, Inc.…$2MTalent 101 Inc. 401(k) Profit Sharing Plan and TrustTalent 101 Inc. 401(k) Profi…$2MTawkify 401(k) Plan$2M401(a) Profit-Sharing Plan for Employees of Upper Manhattan Mental Health Center, Inc.401(a) Profit-Sharing Plan f…$2M
End-of-year total assets ($M) among Hearthstone Senior Communities Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$153K
Employer EIN232856813
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hearthstone Senior Communities Inc)

Sponsor-wide plan assets over time

All Hearthstone Senior Communities Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.948480850576008% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M$2.3M 202220232024 $2.06M $1.96M ▼ -4.9%
Year Plans Participants Total Assets
2022 1 536 $2M
2023 1 582 $2M
2024 1 667 $2M

Nearby 401(k) Plans in Pennsylvania

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

Hearthstone Senior Communities Inc 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Hearthstone Senior Communities Inc 401(k) Plan, Total assets ($B): 0.002212758 · Participants: 582Hearthstone Senior Communities Inc 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Hearthstone Senior Communities Inc 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Hearthstone Senior Communities Inc 401(k) Plan side-by-side with 3 peers →

Hearthstone Senior Communities Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Edmore Tool & Grinding, Inc. 401(k) Plan in MI ($2M); by covered participants it is T.a. Solberg Co., Inc. 401(k) Plan in WI (582 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (582 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 Hearthstone Senior Communities Inc 401(k) Plan assets move in 2023? ▼
Hearthstone Senior Communities Inc 401(k) Plan grew at a solid clip - up 7.5% during 2023, from $2M to $2M. Reported net income was $153K.
How have Hearthstone Senior Communities Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hearthstone Senior Communities Inc's sponsor-wide assets declined 4.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Hearthstone Senior Communities Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edmore Tool & Grinding, Inc. 401(k) Plan in MI ($2M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Hearthstone Senior Communities Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T.a. Solberg Co., Inc. 401(k) Plan in WI (582 participants, $14M 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 232856813.

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.