401(k) · DOL Form 5500 · 2023

Hillco, Ltd. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
4,337
Participants Above avg headcount
83rd
Percentile by assets National rank
$8,863
Avg per participant Low balance/head
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Official DOL plan name: Hartland 401(k) Retirement Plan Trust · Sponsored by Hillco, Ltd. · North Carolina · Healthcare & Social Assistance

$38M in assets, 4,337 participants

Hillco, Ltd.'s Hartland 401(k) Retirement Plan Trust reported $38M in total assets and 4,337 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,058 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Hartland 401(k) Retirement Plan Trust covers 4,337 participants in North Carolina, 5.3x the typical North Carolina plan (state average ~819 per filing). Assets: $38M.

#15,058
in Healthcare & Social Assistance (17,684 peers)
+14.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hartland 401(k) Retirement Plan Trust's outsized position by total assets

Hartland 401(k) Retirement Plan Trust vs every filed plan by assets

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

$38,436,811 Top 17% higher than 83% 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

Hartland 401(k) Retirement Plan Trust'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. Hartland 401(k) Retirement Plan Trust lands in the large band (4,337 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hartland 401(k) Retirement Plan Trust reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Hartland 401(k) Retirement Plan Trust end-of-year assets rose from $33M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Hartland 401(k) Retirement Plan Trust reported participants rose from 4,142 in the plan year 2022 filing to 4,337 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 560818742 · Hillco, Ltd. PY 2023 · 401(k)

Hartland 401(k) Retirement Plan Trust · $38M · 4,337 · 83rd

  • PART $38M
  • TYPE 4,337
  • NET 83rd
  • BOOK 401(k)
  • VS-ST near Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan
  • BOY ind #15058

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 North Carolina →

Hartland 401(k) Retirement Plan Trust in the asset neighbourhood

Hartland 401(k) Retirement Plan TrustHartland 401(k) Retirement P…$38MFox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings PlanFox Valley Orthopaedic Assoc…$38MSimplisafe 401(k) Plan$38MMor Furniture for Less, Inc. Employee Employee Savings PlanMor Furniture for Less, Inc.…$38MWestern Towboat Company 401(k) Profit Sharing PlanWestern Towboat Company 401(…$38M
End-of-year total assets ($M) among Hartland 401(k) Retirement Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$38M
Net Income$5M
Employer EIN560818742
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hillco, Ltd.)

Sponsor-wide plan assets over time

All Hillco, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 25.466589789230287% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.4M $42M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 4,142 $33M
2023 1 4,337 $38M
2024 1 4,915 $42M

Nearby 401(k) Plans in North Carolina

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

Hartland 401(k) Retirement Plan Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Hartland 401(k) Retirement Plan Trust, Total assets ($B): 0.038436811 · Participants: 4337Hartland 401(k) Retirement Plan TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Hartland 401(k) Retirement Plan Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Hartland 401(k) Retirement Plan Trust side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan in IL ($38M); by covered participants it is Pathways 401(k) Plan in VA (4,337 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,337 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 Hartland 401(k) Retirement Plan Trust assets move in 2023? ▼
Hartland 401(k) Retirement Plan Trust grew at a solid clip - up 14.9% during 2023, from $33M to $38M. Reported net income was $5M.
How have Hillco, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hillco, Ltd.'s sponsor-wide assets grew 25.5%, from $33M to $42M.
Where does Hartland 401(k) Retirement Plan Trust rank by assets among Form 5500 filers? ▼
Hartland 401(k) Retirement Plan Trust ranks in the 83rd 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 Hartland 401(k) Retirement Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fox Valley Orthopaedic Associates, S.C. Profit Sharing and Savings Plan in IL ($38M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Hartland 401(k) Retirement Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pathways 401(k) Plan in VA (4,337 participants, $47M 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 560818742.

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.