401(k) · DOL Form 5500 · 2023

Heart + Paw, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 383
Participants Below avg headcount: 48th
Percentile by assets National rank: $15,622
Avg per participant Low balance/head

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Official DOL plan name: Heart + Paw 401(k) Plan · Sponsored by Heart + Paw, LLC · Pennsylvania · Professional & Technical Services

$6M in assets, 383 participants

Heart + Paw, LLC's Heart + Paw 401(k) Plan reported $6M in total assets and 383 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

#9,355 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Heart + Paw 401(k) Plan covers 383 participants in Pennsylvania, about 47% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#9,355
in Professional & Technical Services (20,321 peers): +71.4%
assets growth YoY

Heart + Paw 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Heart + Paw 401(k) Plan vs every filed plan by assets

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

$5,983,289 48th percentile higher than 48% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Heart + Paw 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. Heart + Paw 401(k) Plan sits mid-pack in the medium band (383 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Heart + Paw 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Heart + Paw 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Heart + Paw 401(k) Plan reported participants rose from 317 in the plan year 2022 filing to 383 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 830931227 · Heart + Paw, LLC PY 2023 · 401(k)

Heart + Paw 401(k) Plan · $6M · 383 · 48th

EBSA $6M
PART 383
TYPE 48th
NET 401(k)
BOOK near Pioneer Bank 401(k) Plan
VS-ST ind #9355

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

End-of-year total assets ($M) among Heart + Paw 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$6M
Net Income	$2M
Employer EIN	830931227
Plan Effective Date	2019-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Heart + Paw, LLC)

Latest sponsor-wide plan assets: $6M 71.43485446362364% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	317	$3M
2023	1	383	$6M

Nearby 401(k) Plans in Pennsylvania

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

Heart + Paw 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Heart + Paw 401(k) Plan side-by-side with 3 peers →

Heart + Paw 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Pioneer Bank 401(k) Plan in NM ($6M); by covered participants it is Roundtower Technologies 401(k) Plan in OH (383 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Pioneer Bank 401(k) Plan (NM) $6M · 142
Snugz USA Retirement Plan (UT) $6M · 390
Trinity Capital Inc. 401(k) Retirement Plan (AZ) $6M · 57
Meepos & Company, Cpa's, LLP Profit Sharing Plan (CA) $6M · 18

Similar participant headcount

Nearest other-state filings by covered participants (383 participants); asset peers above are excluded.

Roundtower Technologies 401(k) Plan (OH) 383 · 0 off
T/J Inspection, Inc. 401(k) Plan (OK) 383 · 0 off
International Specialty Products Inc. 401(k) Plan (DE) 383 · 0 off
Urology Healthcare Group, Inc. 401(k)/Profit Sharing Plan (TN) 383 · 0 off

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 Heart + Paw 401(k) Plan assets move in 2023? ▼

Heart + Paw 401(k) Plan surged - up 71.4% during 2023, from $3M to $6M. Reported net income was $2M.

How have Heart + Paw, LLC plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Heart + Paw, LLC's sponsor-wide assets grew 71.4%, from $3M to $6M.

Which 401(k) plans are similar in size to Heart + Paw 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pioneer Bank 401(k) Plan in NM ($6M, 142 participants).

Which 401(k) plans cover a similar participant headcount to Heart + Paw 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Roundtower Technologies 401(k) Plan in OH (383 participants, $10M 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 830931227.