401(k) · DOL Form 5500 · 2024
Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 1,057
- Participants Near avg headcount
- 64th
- Percentile by assets National rank
- $14,163
- Avg per participant Low balance/head
Official DOL plan name: Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan · Sponsored by Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma · Illinois · Healthcare & Social Assistance
$15M in assets, 1,057 participants
Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma's Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan reported $15M in total assets and 1,057 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #11,731 in Healthcare & Social Assistance (16,916 peers)
Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma multi-year trail
Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma's plans moved -58.1% in assets from 2022 to 2024; this filing shows Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan at $15M / 1,057 participants.
- #11,731
- in Healthcare & Social Assistance (16,916 peers)
- -64.9%
- assets change YoY
The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,969,917 Top 36% higher than 64% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan lands in the large band (1,057 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan reported net income fell from $7M in the plan year 2023 filing to -$20M in the plan year 2024 filing.
- Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan end-of-year assets fell from $43M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan reported participants fell from 1,176 in the plan year 2023 filing to 1,057 in the plan year 2024 filing.
DOL schedule card
Filing strip 361877640 · Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma PY 2024 · 401(k)
Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan · $15M · 1,057 · 64th
- SCH $15M
- EBSA 1,057
- PART 64th
- TYPE 401(k)
- NET near Arnold Lumber Company 401(k) Employee Savings Plan
- BOOK ind #11731
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 Illinois →
Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan in the asset neighbourhood
Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma multi-year asset trail
Sponsor-wide plan assets over time
All Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 58.09874565366543% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,326 | $36M |
| 2023 | 1 | 1,176 | $43M |
| 2024 | 2 | 1,140 | $15M |
Travelers Immigrants Aid S Heartland Alliance for Human Needs and Huma filing trail (2024)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$20M |
| Employer EIN | 361877640 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Arnold Lumber Company 401(k) Employee Savings Plan in RI ($15M); by covered participants it is Technip Energies USA, Inc. Retirement Savings Plan in TX (1,057 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,057 participants); asset peers above are excluded.
- Technip Energies USA, Inc. Retirement Savings Plan (TX) 1,057 · 0 off
- Ahsg 401 (K) Plan (OK) 1,057 · 0 off
- Marketing Alliance Group 401(k) Retirement Plan (GA) 1,057 · 0 off
- Fish & Richardson Profit Sharing - 401(k) Plan (MN) 1,057 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.