401(k) · DOL Form 5500 · 2023

Warm Hearth, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
160
Participants Small participant base
40th
Percentile by assets National rank
$24,242
Avg per participant Low balance/head
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Official DOL plan name: Warm Hearth, Inc. 401(k) Plan · Sponsored by Warm Hearth, Inc. · Virginia · Healthcare & Social Assistance

$4M in assets, 160 participants

Warm Hearth, Inc.'s Warm Hearth, Inc. 401(k) Plan reported $4M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,449 in Healthcare & Social Assistance (17,684 peers)

Coverage in Virginia

Warm Hearth, Inc. 401(k) Plan covers 160 participants in Virginia, about 20% of the average Virginia filer (state average ~782 per filing). Assets: $4M.

#7,449
in Healthcare & Social Assistance (17,684 peers)
-5.5%
assets change YoY

The plan reported a net loss of $227K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Warm Hearth, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Warm Hearth, Inc. 401(k) Plan vs every filed plan by assets

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

$3,878,796 40th percentile higher than 40% 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

Warm Hearth, Inc. 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. Warm Hearth, Inc. 401(k) Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Warm Hearth, Inc. 401(k) Plan reported net income rose from -$815K in the plan year 2022 filing to -$227K in the plan year 2023 filing.
  • Warm Hearth, Inc. 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Warm Hearth, Inc. 401(k) Plan reported participants fell from 163 in the plan year 2022 filing to 160 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237378013 · Warm Hearth, Inc. PY 2023 · 401(k)

Warm Hearth, Inc. 401(k) Plan · $4M · 160 · 40th

  • PART $4M
  • TYPE 160
  • NET 40th
  • BOOK 401(k)
  • VS-ST near Wgn, Ps 401(k) Profit Sharing Plan
  • BOY ind #7449

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 Virginia →

Warm Hearth, Inc. 401(k) Plan in the asset neighbourhood

Warm Hearth, Inc. 401(k) Plan$4MWgn, Ps 401(k) Profit Sharing PlanWgn, Ps 401(k) Profit Sharin…$4MForesight Technologies, Inc. 401(k) Savings PlanForesight Technologies, Inc.…$4M4r Restaurant Group 401(k) Plan4r Restaurant Group 401(k) P…$4MAbc Professionals, Inc. 401(k) PlanAbc Professionals, Inc. 401(…$4M
End-of-year total assets ($M) among Warm Hearth, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$227K
Employer EIN237378013
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Warm Hearth, Inc.)

Sponsor-wide plan assets over time

All Warm Hearth, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 11.76176725980468% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $4.11M $4.59M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 163 $4M
2023 1 160 $4M
2024 1 157 $5M

Nearby 401(k) Plans in Virginia

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

Warm Hearth, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Warm Hearth, Inc. 401(k) Plan, Total assets ($B): 0.003878796 · Participants: 160Warm Hearth, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Warm Hearth, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Warm Hearth, Inc. 401(k) Plan side-by-side with 3 peers →

Warm Hearth, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Wgn, Ps 401(k) Profit Sharing Plan in WA ($4M); by covered participants it is 8-Koi, Inc. 401(k) Plan in FL (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Warm Hearth, Inc. 401(k) Plan assets move in 2023? ▼
Warm Hearth, Inc. 401(k) Plan pulled back noticeably - down 5.5% during 2023, from $4M to $4M. Reported net income was -$227K.
How have Warm Hearth, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warm Hearth, Inc.'s sponsor-wide assets grew 11.8%, from $4M to $5M.
Which 401(k) plans are similar in size to Warm Hearth, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wgn, Ps 401(k) Profit Sharing Plan in WA ($4M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Warm Hearth, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 8-Koi, Inc. 401(k) Plan in FL (160 participants, $2M 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 237378013.

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.