401(k) · DOL Form 5500 · 2023

H Lodge, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
206
Participants Below avg headcount
48th
Percentile by assets National rank
$29,496
Avg per participant Low balance/head
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Official DOL plan name: The Heathman Lodge 401(k) Plan · Sponsored by H Lodge, LLC · Oregon · Food Services & Accommodation

$6M in assets, 206 participants

H Lodge, LLC's The Heathman Lodge 401(k) Plan reported $6M in total assets and 206 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.

  • #3,073 in Food Services & Accommodation (3,828 peers)

Coverage in Oregon

The Heathman Lodge 401(k) Plan covers 206 participants in Oregon, about 46% of the average Oregon filer (state average ~443 per filing). Assets: $6M.

#3,073
in Food Services & Accommodation (3,828 peers)
-7.9%
assets change YoY

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.

The Heathman Lodge 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

The Heathman Lodge 401(k) Plan vs every filed plan by assets

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

$6,076,268 48th percentile higher than 48% 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 Heathman Lodge 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. The Heathman Lodge 401(k) Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Heathman Lodge 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$521K in the plan year 2023 filing.
  • The Heathman Lodge 401(k) Plan reported participants rose from 175 in the plan year 2022 filing to 206 in the plan year 2023 filing.
  • The Heathman Lodge 401(k) Plan end-of-year assets fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 931172480 · H Lodge, LLC PY 2023 · 401(k)

The Heathman Lodge 401(k) Plan · $6M · 206 · 48th

  • SCH $6M
  • EBSA 206
  • PART 48th
  • TYPE 401(k)
  • NET near Teamglobal 401(k) Plan
  • BOOK ind #3073

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 Food Services & Accommodation retirement plans → · Plans in Oregon →

The Heathman Lodge 401(k) Plan in the asset neighbourhood

The Heathman Lodge 401(k) PlanThe Heathman Lodge 401(k) Pl…$6MTeamglobal 401(k) Plan$6MAcme Manufacturing 401(k) PlanAcme Manufacturing 401(k) Pl…$6MEmployees Retirement Savings PlanEmployees Retirement Savings…$6MInterra Systems, Inc. 401(k) PlanInterra Systems, Inc. 401(k)…$6M
End-of-year total assets ($M) among The Heathman Lodge 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$521K
Employer EIN931172480
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H Lodge, LLC)

Sponsor-wide plan assets over time

All H Lodge, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 7.895184006725356% vs 2022
2023 filing year
$6M$6.2M$6.4M$6.6M$6.8M 20222023 $6.6M $6.08M ▼ -7.9%
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.

The Heathman Lodge 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants The Heathman Lodge 401(k) Plan, Total assets ($B): 0.006076268 · Participants: 206The Heathman Lodge 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
The Heathman Lodge 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare The Heathman Lodge 401(k) Plan side-by-side with 3 peers →

The Heathman Lodge 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Teamglobal 401(k) Plan in TX ($6M); by covered participants it is Nwsl Retirement Plan in IL (206 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Heathman Lodge 401(k) Plan assets move in 2023? ▼
The Heathman Lodge 401(k) Plan pulled back noticeably - down 7.9% during 2023, from $7M to $6M. Reported net income was -$521K.
How have H Lodge, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), H Lodge, LLC's sponsor-wide assets declined 7.9%, from $7M to $6M.
Which 401(k) plans are similar in size to The Heathman Lodge 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Teamglobal 401(k) Plan in TX ($6M, 286 participants).
Which 401(k) plans cover a similar participant headcount to The Heathman Lodge 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (206 participants, $152K 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 931172480.

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.