401(k) · DOL Form 5500 · 2023

Hartfield Academy, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
160
Participants Small participant base
29th
Percentile by assets National rank
$11,264
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hartfield Academy, Inc. 401(k) Plan · Sponsored by Hartfield Academy, Inc. · Mississippi · Educational Services

$2M in assets, 160 participants

Hartfield Academy, Inc.'s Hartfield Academy, Inc. 401(k) Plan reported $2M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #704 in Educational Services (3,735 peers)

Coverage in Mississippi

Hartfield Academy, Inc. 401(k) Plan covers 160 participants in Mississippi, about 44% of the average Mississippi filer (state average ~366 per filing). Assets: $2M.

#704
in Educational Services (3,735 peers)
+38.0%
assets growth YoY

Hartfield Academy, Inc. 401(k) Plan among the smaller filed plans by assets

Hartfield Academy, Inc. 401(k) Plan vs every filed plan by assets

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

$1,802,277 29th percentile higher than 29% 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

Hartfield Academy, 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. Hartfield Academy, Inc. 401(k) Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hartfield Academy, Inc. 401(k) Plan reported net income rose from -$34K in the plan year 2022 filing to $496K in the plan year 2023 filing.
  • Hartfield Academy, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hartfield Academy, Inc. 401(k) Plan reported participants rose from 149 in the plan year 2022 filing to 160 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 452712832 · Hartfield Academy, Inc. PY 2023 · 401(k)

Hartfield Academy, Inc. 401(k) Plan · $2M · 160 · 29th

  • PCT $2M
  • PCT 160
  • PCT 29th
  • PCT 401(k)
  • PCT near Wsi 401(k) Plan
  • PCT ind #704

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 Educational Services retirement plans → · Plans in Mississippi →

Hartfield Academy, Inc. 401(k) Plan in the asset neighbourhood

Hartfield Academy, Inc. 401(k) PlanHartfield Academy, Inc. 401(…$2MWsi 401(k) Plan$2MFirst Alliance Home Mortgage 401(k) Profit Sharing PlanFirst Alliance Home Mortgage…$2MRhbs, Inc. 401(k) Profit Sharing PlanRhbs, Inc. 401(k) Profit Sha…$2MGlobeimmune, Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Hartfield Academy, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$496K
Employer EIN452712832
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hartfield Academy, Inc.)

Sponsor-wide plan assets over time

All Hartfield Academy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 74.26670372097189% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.31M $2.28M ▲ +74.0%
Year Plans Participants Total Assets
2022 1 149 $1M
2023 1 160 $2M
2024 1 168 $2M

Nearby 401(k) Plans in Mississippi

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

Hartfield Academy, Inc. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Hartfield Academy, Inc. 401(k) Plan, Total assets ($M): 1.802277 · Participants: 160Hartfield Academy, Inc. 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Hartfield Academy, Inc. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Hartfield Academy, Inc. 401(k) Plan side-by-side with 3 peers →

Hartfield Academy, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Wsi 401(k) Plan in MA ($2M); by covered participants it is 8-Koi, Inc. 401(k) Plan in FL (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Hartfield Academy, Inc. 401(k) Plan assets move in 2023? ▼
Hartfield Academy, Inc. 401(k) Plan surged - up 38.0% during 2023, from $1M to $2M. Reported net income was $496K.
How have Hartfield Academy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hartfield Academy, Inc.'s sponsor-wide assets grew 74.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Hartfield Academy, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wsi 401(k) Plan in MA ($2M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Hartfield Academy, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 8-Koi, Inc. 401(k) Plan in FL (160 participants, $2M 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 452712832.

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.