401(k) · DOL Form 5500 · 2024

Hepatitis B Foundation 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
64
Participants Small participant base
49th
Percentile by assets National rank
$113,148
Avg per participant Below avg balance/head
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Official DOL plan name: Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan · Sponsored by Hepatitis B Foundation · Pennsylvania · Healthcare & Social Assistance

$7M in assets, 64 participants

Hepatitis B Foundation's Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan reported $7M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,092 in Healthcare & Social Assistance (16,916 peers)

Hepatitis B Foundation multi-year trail

Hepatitis B Foundation's plans moved +67.5% in assets from 2022 to 2024; this filing shows Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan at $7M / 64 participants.

#9,092
in Healthcare & Social Assistance (16,916 peers)
+24.3%
assets growth YoY

Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,241,482 49th percentile higher than 49% of 123,620 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 2024

Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan reported participants rose from 57 in the plan year 2023 filing to 64 in the plan year 2024 filing.
  • Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 232655669 · Hepatitis B Foundation PY 2024 · 401(k)

Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan · $7M · 64 · 49th

  • PART $7M
  • TYPE 64
  • NET 49th
  • BOOK 401(k)
  • VS-ST near Pyco Industries, Inc. 401(k) Plan
  • BOY ind #9092

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 Pennsylvania →

Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan in the asset neighbourhood

Hepatitis B Foundation & Baruch S. Blumberg Institute Savings PlanHepatitis B Foundation & Bar…$7MPyco Industries, Inc. 401(k) PlanPyco Industries, Inc. 401(k)…$7MAffiliated Colon and Rectal Surgeons, P.C. 401(k) Profit Sharing PlanAffiliated Colon and Rectal …$7MDms 401(k) Plan$7MBrookdale Shop Rite 401(k) Profit Sharing PlanBrookdale Shop Rite 401(k) P…$7M
End-of-year total assets ($M) among Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hepatitis B Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Hepatitis B Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 67.48902986338098% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.32M $7.24M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 52 $4M
2023 1 57 $6M
2024 1 64 $7M

Hepatitis B Foundation filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN232655669
Plan Effective Date2011-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan, Total assets ($B): 0.007241482 · Participants: 64Hepatitis B Foundation & Baruch S. Blumberg Institute Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan side-by-side with 3 peers →

Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Pyco Industries, Inc. 401(k) Plan in TX ($7M); by covered participants it is Sandusky International Inc. Profit Sharing and 401(k) Retirement Plan in OH (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan assets move in 2024? ▼
Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan grew sharply - up 24.3% during 2024, from $6M to $7M. Reported net income was $1M.
How have Hepatitis B Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hepatitis B Foundation's sponsor-wide assets grew 67.5%, from $4M to $7M.
Which 401(k) plans are similar in size to Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pyco Industries, Inc. 401(k) Plan in TX ($7M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sandusky International Inc. Profit Sharing and 401(k) Retirement Plan in OH (64 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232655669.

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.