401(k)
2023 plan-year 401(k) DOL Form 5500

401(k) Profit Sharing Plan for Employees of Hocking Athens. Perry Community Action

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Hocking. Athens.Perry Community · Ohio · Healthcare & Social Assistance

What the 2023 filing shows

401(k) Profit Sharing Plan for Employees of Hocking Athens. Perry Community Action holds $7M for 167 participants — about $42,852 per participant, up 22.4% over the 2023 plan year.

$7M
total plan assets (2023 EOY)
167
covered participants
$42,852
avg assets per participant
+22.4%
assets growth YoY
Total Assets (2023)
$7M
Participants
167
State
Industry
Healthcare & Social Assistance

What the Filing Says About 401(k) Profit Sharing Plan for Employees of Hocking Athens. Perry Community Action

401(k) Profit Sharing Plan for Employees of Hocking Athens. Perry Community Action is a 401(k) retirement plan sponsored by Hocking. Athens.Perry Community, headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 167 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 310718322, and the plan has been effective since 1989-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2023 to $7M at year-end — a gain of 22.4%. Net assets (after liabilities) closed the year at $7M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$7M
Net Assets (End of Year)$7M
Net Income$1M
Plan Type401(k)
Employer EIN310718322
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hocking. Athens.Perry Community)

Year Plans Participants Total Assets
2022 1 180 $6M
2023 1 167 $7M
2024 1 206 $7M

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Frequently Asked Questions

How much money is in the 401(k) Profit Sharing Plan for Employees of Hocking Athens. Perry Community Action?
As of the 2023 Form 5500 filing, 401(k) Profit Sharing Plan for Employees of Hocking Athens. Perry Community Action holds $7M in total assets with 167 participants. It is sponsored by Hocking. Athens.Perry Community.
What type of plan is 401(k) Profit Sharing Plan for Employees of Hocking Athens. Perry Community Action?
401(k) Profit Sharing Plan for Employees of Hocking Athens. Perry Community Action is a 401(k) plan. It has been effective since 1989-04-01. The plan is filed with the U.S. Department of Labor under EIN 310718322.
Who sponsors the 401(k) Profit Sharing Plan for Employees of Hocking Athens. Perry Community Action?
401(k) Profit Sharing Plan for Employees of Hocking Athens. Perry Community Action is sponsored by Hocking. Athens.Perry Community, located in Ohio. The sponsor's EIN is 310718322 and the plan operates in the Healthcare & Social Assistance industry.
How did 401(k) Profit Sharing Plan for Employees of Hocking Athens. Perry Community Action perform in 2023?
401(k) Profit Sharing Plan for Employees of Hocking Athens. Perry Community Action grew by 22.4% during 2023, moving from $6M to $7M in total assets. Net income was $1M.
Where can I find official filings for 401(k) Profit Sharing Plan for Employees of Hocking Athens. Perry Community Action?
Official Form 5500 filings for 401(k) Profit Sharing Plan for Employees of Hocking Athens. Perry Community Action are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 310718322 or plan name at efast.dol.gov.
How does 401(k) Profit Sharing Plan for Employees of Hocking Athens. Perry Community Action compare to other plans?
You can compare 401(k) Profit Sharing Plan for Employees of Hocking Athens. Perry Community Action against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 310718322.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.