401(k) · DOL Form 5500 · 2023

Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
1,176
Participants Near avg headcount
84th
Percentile by assets National rank
$36,280
Avg per participant Low balance/head
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Official DOL plan name: Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan · Sponsored by Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma · Illinois · Healthcare & Social Assistance

$43M in assets, 1,176 participants

Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma's Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan reported $43M in total assets and 1,176 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,246 in Healthcare & Social Assistance (17,684 peers)

Where Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan sits by assets

Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan sits in the top quartile of all filed plans by assets, $43M for 1,176 participants (~$36,280/participant), up 19.4% in 2023.

#15,246
in Healthcare & Social Assistance (17,684 peers)
+19.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan's outsized position by total assets

Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan vs every filed plan by assets

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

$42,665,431 Top 16% higher than 84% 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

Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan lands in the large band (1,176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan end-of-year assets rose from $36M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan reported participants fell from 1,326 in the plan year 2022 filing to 1,176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 361877640 · Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma PY 2023 · 401(k)

Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan · $43M · 1,176 · 84th

  • BOY $43M
  • SCH 1,176
  • EBSA 84th
  • PART 401(k)
  • TYPE near Shepherd Insurance, LLC 401(k) Plan
  • NET ind #15246

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 Illinois →

Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan in the asset neighbourhood

Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing PlanTravelers & Immigrants Aid's…$43MThe Broe Group 401(k) Retirement Savings PlanThe Broe Group 401(k) Retire…$43MShepherd Insurance, LLC 401(k) PlanShepherd Insurance, LLC 401(…$43MTuff Shed, Inc. Employee 401(k) PlanTuff Shed, Inc. Employee 401…$43MBright Wood 401(k) Savings and Profit Sharing PlanBright Wood 401(k) Savings a…$43M
End-of-year total assets ($M) among Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$43M
Net Income$7M
Employer EIN361877640
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma)

Sponsor-wide plan assets over time

All Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma plans reported in each filing year

Latest sponsor-wide plan assets
$15M 58.09874565366543% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $35.7M $15M ▼ -58.1%
Year Plans Participants Total Assets
2022 1 1,326 $36M
2023 1 1,176 $43M
2024 2 1,140 $15M

Nearby 401(k) Plans in Illinois

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

Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan, Total assets ($B): 0.042665431 · Participants: 1176Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan side-by-side with 3 peers →

Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Shepherd Insurance, LLC 401(k) Plan in IN ($43M); by covered participants it is Electric Power Research Institute, Inc. 401(k) Plan in CA (1,176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,176 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 Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan assets move in 2023? ▼
Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan grew sharply - up 19.4% during 2023, from $36M to $43M. Reported net income was $7M.
How have Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma's sponsor-wide assets declined 58.1%, from $36M to $15M.
Where does Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan rank by assets among Form 5500 filers? ▼
Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shepherd Insurance, LLC 401(k) Plan in IN ($43M, 433 participants).
Which 401(k) plans cover a similar participant headcount to Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Electric Power Research Institute, Inc. 401(k) Plan in CA (1,176 participants, $534M 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 361877640.

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.