401(k) · DOL Form 5500 · 2023

Hearth Management, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
682
Participants Below avg headcount
43rd
Percentile by assets National rank
$6,755
Avg per participant Low balance/head
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Official DOL plan name: Hearth Management, LLC Retirement Plan · Sponsored by Hearth Management, LLC · New York · Administrative & Support Services

$5M in assets, 682 participants

Hearth Management, LLC's Hearth Management, LLC Retirement Plan reported $5M in total assets and 682 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,873 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Hearth Management, LLC Retirement Plan ranks #2,873 of 4,372 2023 filers by assets (626% of the sector average)-$5M for 682 participants.

#2,873
in Administrative & Support Services (4,372 peers)
-0.5%
assets change YoY

The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hearth Management, LLC Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

Hearth Management, LLC Retirement Plan vs every filed plan by assets

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

$4,606,721 43rd percentile higher than 43% 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

Hearth Management, LLC Retirement 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. Hearth Management, LLC Retirement Plan sits mid-pack in the medium band (682 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hearth Management, LLC Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to -$22K in the plan year 2023 filing.
  • Hearth Management, LLC Retirement Plan reported participants rose from 667 in the plan year 2022 filing to 682 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 161584917 · Hearth Management, LLC PY 2023 · 401(k)

Hearth Management, LLC Retirement Plan · $5M · 682 · 43rd

  • NET $5M
  • NET 682
  • NET 43rd
  • NET 401(k)
  • NET near Assisted Living Services, Inc. 401(k) Plan
  • NET ind #2873

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 Administrative & Support Services retirement plans → · Plans in New York →

Hearth Management, LLC Retirement Plan in the asset neighbourhood

Hearth Management, LLC Retirement PlanHearth Management, LLC Retir…$5MAssisted Living Services, Inc. 401(k) PlanAssisted Living Services, In…$5MMilk + Honey Holdings, LLC 401(k) P/S PlanMilk + Honey Holdings, LLC 4…$5MNatural Delights 401(k) Plan$5MEhnb 401(k) Plan$5M
End-of-year total assets ($M) among Hearth Management, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$22K
Employer EIN161584917
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hearth Management, LLC)

Sponsor-wide plan assets over time

All Hearth Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 4.371809843156361% vs 2022
2024 filing year
$4.4M$4.5M$4.6M$4.7M 202220232024 $4.63M $4.43M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 667 $5M
2023 1 682 $5M
2024 1 210 $4M

Nearby 401(k) Plans in New York

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

Hearth Management, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hearth Management, LLC Retirement Plan, Total assets ($B): 0.004606721 · Participants: 682Hearth Management, LLC Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Hearth Management, LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hearth Management, LLC Retirement Plan side-by-side with 3 peers →

Hearth Management, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Assisted Living Services, Inc. 401(k) Plan in CT ($5M); by covered participants it is Titan Medical Group, LLC 401(k) Plan in NE (682 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (682 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 Hearth Management, LLC Retirement Plan assets move in 2023? ▼
Hearth Management, LLC Retirement Plan held essentially flat - down 0.5% during 2023, from $5M to $5M. Reported net income was -$22K.
How have Hearth Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hearth Management, LLC's sponsor-wide assets declined 4.4%, from $5M to $4M.
Which 401(k) plans are similar in size to Hearth Management, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Assisted Living Services, Inc. 401(k) Plan in CT ($5M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Hearth Management, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Titan Medical Group, LLC 401(k) Plan in NE (682 participants, $7M 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 161584917.

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.