401(k) · DOL Form 5500 · 2023

Hillcrest Family Services 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
261
Participants Below avg headcount
58th
Percentile by assets National rank
$36,849
Avg per participant Low balance/head
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Official DOL plan name: Hillcrest Family Services Union and Non-Union 401(k) Plan · Sponsored by Hillcrest Family Services · Iowa · Healthcare & Social Assistance

$10M in assets, 261 participants

Hillcrest Family Services's Hillcrest Family Services Union and Non-Union 401(k) Plan reported $10M in total assets and 261 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,210 in Healthcare & Social Assistance (17,684 peers)

Coverage in Iowa

Hillcrest Family Services Union and Non-Union 401(k) Plan covers 261 participants in Iowa, about 43% of the average Iowa filer (state average ~609 per filing). Assets: $10M.

#11,210
in Healthcare & Social Assistance (17,684 peers)
+3.4%
assets growth YoY

Hillcrest Family Services Union and Non-Union 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hillcrest Family Services Union and Non-Union 401(k) Plan vs every filed plan by assets

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

$9,617,550 Top 42% higher than 58% 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

Hillcrest Family Services Union and Non-Union 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. Hillcrest Family Services Union and Non-Union 401(k) Plan sits mid-pack in the medium band (261 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hillcrest Family Services Union and Non-Union 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $319K in the plan year 2023 filing.
  • Hillcrest Family Services Union and Non-Union 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 420680411 · Hillcrest Family Services PY 2023 · 401(k)

Hillcrest Family Services Union and Non-Union 401(k) Plan · $10M · 261 · 58th

  • BOY $10M
  • SCH 261
  • EBSA 58th
  • PART 401(k)
  • TYPE near The Elyria Manufacturing Corporation Profit Sharing Plan and Trust
  • NET ind #11210

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 Iowa →

Hillcrest Family Services Union and Non-Union 401(k) Plan in the asset neighbourhood

Hillcrest Family Services Union and Non-Union 401(k) PlanHillcrest Family Services Un…$10MThe Elyria Manufacturing Corporation Profit Sharing Plan and TrustThe Elyria Manufacturing Cor…$10MJd Young Company, Inc. 401(k) Retirement PlanJd Young Company, Inc. 401(k…$10MFellers, Schewe, Scott & Roberts 401(k) PlanFellers, Schewe, Scott & Rob…$10MCatalyst Health Group Holdings 401(k) PlanCatalyst Health Group Holdin…$10M
End-of-year total assets ($M) among Hillcrest Family Services Union and Non-Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$319K
Employer EIN420680411
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hillcrest Family Services)

Sponsor-wide plan assets over time

All Hillcrest Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$9M 0.19488949038904016% vs 2022
2024 filing year
$9.2M$9.4M$9.6M$9.8M 202220232024 $9.3M $9.28M ▼ -0.2%
Year Plans Participants Total Assets
2022 1 262 $9M
2023 1 261 $10M
2024 1 213 $9M

Nearby 401(k) Plans in Iowa

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

Hillcrest Family Services Union and Non-Union 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Hillcrest Family Services Union and Non-Union 401(k) Plan, Total assets ($B): 0.00961755 · Participants: 261Hillcrest Family Services Union and Non-Union 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Hillcrest Family Services Union and Non-Union 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Hillcrest Family Services Union and Non-Union 401(k) Plan side-by-side with 3 peers →

Hillcrest Family Services Union and Non-Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is The Elyria Manufacturing Corporation Profit Sharing Plan and Trust in OH ($10M); by covered participants it is Prime Digital 401(k) Plan in NV (261 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (261 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 Hillcrest Family Services Union and Non-Union 401(k) Plan assets move in 2023? ▼
Hillcrest Family Services Union and Non-Union 401(k) Plan edged up modestly - up 3.4% during 2023, from $9M to $10M. Reported net income was $319K.
How have Hillcrest Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hillcrest Family Services's sponsor-wide assets declined 0.2%, from $9M to $9M.
Which 401(k) plans are similar in size to Hillcrest Family Services Union and Non-Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Elyria Manufacturing Corporation Profit Sharing Plan and Trust in OH ($10M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Hillcrest Family Services Union and Non-Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prime Digital 401(k) Plan in NV (261 participants, $4M 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 420680411.

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.