401(k) · DOL Form 5500 · 2023

Hart Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
83
Participants Small participant base
63rd
Percentile by assets National rank
$147,094
Avg per participant Above avg balance/head
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Official DOL plan name: Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust · Sponsored by Hart Associates, Inc. · Ohio · Professional & Technical Services

$12M in assets, 83 participants

Hart Associates, Inc.'s Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust reported $12M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,602 in Professional & Technical Services (20,321 peers)

Hart Associates, Inc. multi-year trail

Hart Associates, Inc.'s plans moved +17.7% in assets from 2023 to 2024; this filing shows Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust at $12M / 83 participants.

#12,602
in Professional & Technical Services (20,321 peers)
+23.7%
assets growth YoY

Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust vs every filed plan by assets

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

$12,208,776 Top 37% higher than 63% 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

Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust is a small filing (83 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 341054347 · Hart Associates, Inc. PY 2023 · 401(k)

Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust · $12M · 83 · 63rd

  • 5500 $12M
  • ASSETS 83
  • PCT 63rd
  • EIN 401(k)
  • RANK near Taurus/Nfs 401(k) Plan
  • PHOTO ind #12602

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 Ohio →

Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust in the asset neighbourhood

Hart Associates, Inc. Profit Sharing and 401(k) Plan and TrustHart Associates, Inc. Profit…$12MTaurus/Nfs 401(k) Plan$12MAspida Financial Services, LLC 401(k) Profit Sharing Plan and TrustAspida Financial Services, L…$12MVenture Inc of Beaufort 401(k) PlanVenture Inc of Beaufort 401(…$12MImagination the Americas Inc. 401(k) PlanImagination the Americas Inc…$12M
End-of-year total assets ($M) among Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hart Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hart Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 17.66539086309717% vs 2023
2024 filing year
$11M$12M$13M$14M$15M 20232024 $12.2M $14.4M ▲ +17.7%
Year Plans Participants Total Assets
2023 1 83 $12M
2024 1 80 $14M

Hart Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN341054347
Plan Effective Date1974-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust, Total assets ($B): 0.012208776 · Participants: 83Hart Associates, Inc. Profit Sharing and 401(k) Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust side-by-side with 3 peers →

Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Taurus/Nfs 401(k) Plan in MT ($12M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust assets move in 2023? ▼
Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust grew sharply - up 23.7% during 2023, from $10M to $12M. Reported net income was $2M.
How have Hart Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Hart Associates, Inc.'s sponsor-wide assets grew 17.7%, from $12M to $14M.
Which 401(k) plans are similar in size to Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Taurus/Nfs 401(k) Plan in MT ($12M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 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 341054347.

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.