401(k) · DOL Form 5500 · 2023

The Institute for Human Resources and Services, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
115
Participants Small participant base
29th
Percentile by assets National rank
$15,176
Avg per participant Low balance/head
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Official DOL plan name: The Institute for Human Resources and Services, Inc. Retirement Plan · Sponsored by The Institute for Human Resources and Services, Inc. · Pennsylvania · Other Services

$2M in assets, 115 participants

The Institute for Human Resources and Services, Inc.'s The Institute for Human Resources and Services, Inc. Retirement Plan reported $2M in total assets and 115 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.

  • #4,237 in Other Services (7,857 peers)

Coverage in Pennsylvania

The Institute for Human Resources and Services, Inc. Retirement Plan covers 115 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#4,237
in Other Services (7,857 peers)
+21.3%
assets growth YoY

The Institute for Human Resources and Services, Inc. Retirement Plan among the smaller filed plans by assets

The Institute for Human Resources and Services, Inc. Retirement Plan vs every filed plan by assets

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

$1,745,261 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

The Institute for Human Resources and Services, Inc. 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. The Institute for Human Resources and Services, Inc. Retirement Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Institute for Human Resources and Services, Inc. Retirement Plan reported net income rose from -$18K in the plan year 2022 filing to $307K in the plan year 2023 filing.
  • The Institute for Human Resources and Services, Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Institute for Human Resources and Services, Inc. Retirement Plan reported participants rose from 109 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 231955577 · The Institute for Human Resources and Services, Inc. PY 2023 · 401(k)

The Institute for Human Resources and Services, Inc. Retirement Plan · $2M · 115 · 29th

  • PCT $2M
  • PCT 115
  • PCT 29th
  • PCT 401(k)
  • PCT near Motorhomes of Texas 401(k) Plan
  • PCT ind #4237

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 Other Services retirement plans → · Plans in Pennsylvania →

The Institute for Human Resources and Services, Inc. Retirement Plan in the asset neighbourhood

The Institute for Human Resources and Services, Inc. Retirement PlanThe Institute for Human Reso…$2MMotorhomes of Texas 401(k) PlanMotorhomes of Texas 401(k) P…$2MWare Fressola Maguire & Barber 401(k) Profit Sharing Plan & TrustWare Fressola Maguire & Barb…$2MBrix & Stix, Inc. 401(k) Plan$2MLaw Offices of Jerome B. Smith 401(k) Profit Sharing PlanLaw Offices of Jerome B. Smi…$2M
End-of-year total assets ($M) among The Institute for Human Resources and Services, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$307K
Employer EIN231955577
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Institute for Human Resources and Services, Inc.)

Sponsor-wide plan assets over time

All The Institute for Human Resources and Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 38.00090109006868% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.44M $1.98M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 109 $1M
2023 1 115 $2M
2024 1 117 $2M

Nearby 401(k) Plans in Pennsylvania

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

The Institute for Human Resources and Services, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Institute for Human Resources and Services, Inc. Retirement Plan, Total assets ($B): 0.001745261 · Participants: 115The Institute for Human Resources and Services, Inc. Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
The Institute for Human Resources and Services, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Institute for Human Resources and Services, Inc. Retirement Plan side-by-side with 3 peers →

The Institute for Human Resources and Services, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Motorhomes of Texas 401(k) Plan in TX ($2M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 The Institute for Human Resources and Services, Inc. Retirement Plan assets move in 2023? ▼
The Institute for Human Resources and Services, Inc. Retirement Plan grew sharply - up 21.3% during 2023, from $1M to $2M. Reported net income was $307K.
How have The Institute for Human Resources and Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Institute for Human Resources and Services, Inc.'s sponsor-wide assets grew 38.0%, from $1M to $2M.
Which 401(k) plans are similar in size to The Institute for Human Resources and Services, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Motorhomes of Texas 401(k) Plan in TX ($2M, 61 participants).
Which 401(k) plans cover a similar participant headcount to The Institute for Human Resources and Services, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 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 231955577.

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.