401(k) · DOL Form 5500 · 2023
The Heathman Lodge 401(k) Plan
Data updated 2026-05-15
- $6M
- Total assets
- 206
- Participants
- 48th
- Percentile by assets
- $29,496
- Avg per participant
Sponsored by H Lodge, LLC · Oregon · Food Services & Accommodation
What the 2023 filing shows
The Heathman Lodge 401(k) Plan holds $6M for 206 participants - about $29,496 per participant, in the lower half of filed plans by assets, down 7.9% over the 2023 plan year.
- $6M
- total plan assets (2023 EOY)
- 206
- covered participants
- 48th
- percentile by assets (of 126,618 plans)
- $29,496
- avg assets per participant
The plan reported a net loss of $521K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
401(k) · DOL Form 5500 · 2023
What the Filing Says About The Heathman Lodge 401(k) Plan
The Heathman Lodge 401(k) Plan is a 401(k) retirement plan sponsored by H Lodge, LLC, headquartered in Oregon. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 206 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 931172480, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets pulled back noticeably from $7M at the beginning of 2023 to $6M at year-end - down 7.9%. Net assets (after liabilities) closed the year at $6M, with reported net income of -$521K 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 1 prior plan-year filing from the same sponsor shown below.
Across the 2 plan years H Lodge, LLC has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $7M to $6M, a decline of 7.9%, while reported participants moved from 175 to 206 (+17.7%). Year-by-year, sponsor-wide filings show: 2022 - $7M in assets across 1 plan covering 175 participants; 2023 - $6M in assets across 1 plan covering 206 participants.
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.
How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank The Heathman Lodge 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Total Assets (End of Year) | $6M |
| Net Assets (End of Year) | $6M |
| Net Income | -$521K |
| Plan Type | 401(k) |
| Employer EIN | 931172480 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H Lodge, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 175 | $7M |
| 2023 | 1 | 206 | $6M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Frequently Asked Questions
How much money is in the The Heathman Lodge 401(k) Plan? ▼
What type of plan is The Heathman Lodge 401(k) Plan? ▼
Who sponsors the The Heathman Lodge 401(k) Plan? ▼
How did The Heathman Lodge 401(k) Plan perform in 2023? ▼
What this filing means
Ways to act on The Heathman Lodge 401(k) Plan's numbers.
- By total assets, The Heathman Lodge 401(k) Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Oregon. Compare plans
- H Lodge, LLC's sponsor-wide assets have declined 7.9% since 2022 across 2 plan years on file. More Food Services & Accommodation plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 931172480.
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.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.