401(k) · DOL Form 5500 · 2024

Hematology Oncology, P.C. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
12
Participants Small participant base
65th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Hematology Oncology, P.C. Retirement Trust · Sponsored by Hematology Oncology, P.C. · Connecticut · Healthcare & Social Assistance

$16M in assets, 12 participants

Hematology Oncology, P.C.'s Hematology Oncology, P.C. Retirement Trust reported $16M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #11,930 in Healthcare & Social Assistance (16,916 peers)

Hematology Oncology, P.C. multi-year trail

Hematology Oncology, P.C.'s plans moved +27.3% in assets from 2022 to 2024; this filing shows Hematology Oncology, P.C. Retirement Trust at $16M / 12 participants.

#11,930
in Healthcare & Social Assistance (16,916 peers)
+6.7%
assets growth YoY

Hematology Oncology, P.C. Retirement Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hematology Oncology, P.C. Retirement Trust vs every filed plan by assets

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

$15,787,331 Top 35% higher than 65% 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

Hematology Oncology, P.C. Retirement Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hematology Oncology, P.C. Retirement Trust is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hematology Oncology, P.C. Retirement Trust reported net income fell from $2M in the plan year 2023 filing to $990K in the plan year 2024 filing.
  • Hematology Oncology, P.C. Retirement Trust reported participants rose from 9 in the plan year 2023 filing to 12 in the plan year 2024 filing.
  • Hematology Oncology, P.C. Retirement Trust end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 060866691 · Hematology Oncology, P.C. PY 2024 · 401(k)

Hematology Oncology, P.C. Retirement Trust · $16M · 12 · 65th

  • PCT $16M
  • PCT 12
  • PCT 65th
  • PCT 401(k)
  • PCT near California Industrial Rubber Co., Inc. 401(k) Profit Sharing Plan
  • PCT ind #11930

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 Connecticut →

Hematology Oncology, P.C. Retirement Trust in the asset neighbourhood

Hematology Oncology, P.C. Retirement TrustHematology Oncology, P.C. Re…$16MCalifornia Industrial Rubber Co., Inc. 401(k) Profit Sharing PlanCalifornia Industrial Rubber…$16MJim Riehl's Friendly Auto Group 401(k) Plan 001Jim Riehl's Friendly Auto Gr…$16MCeh Automotive Corp. Employees' Profit Sharing PlanCeh Automotive Corp. Employe…$16MSei-Group 401(k) Plan and TrustSei-Group 401(k) Plan and Tr…$16M
End-of-year total assets ($M) among Hematology Oncology, P.C. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hematology Oncology, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Hematology Oncology, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 27.344215320542233% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.4M $15.8M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 10 $12M
2023 1 9 $15M
2024 1 12 $16M

Hematology Oncology, P.C. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$990K
Employer EIN060866691
Plan Effective Date1970-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Hematology Oncology, P.C. Retirement Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hematology Oncology, P.C. Retirement Trust, Total assets ($B): 0.015787331 · Participants: 12Hematology Oncology, P.C. Retirement TrustRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Hematology Oncology, P.C. Retirement Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Hematology Oncology, P.C. Retirement Trust side-by-side with 3 peers →

Hematology Oncology, P.C. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is California Industrial Rubber Co., Inc. 401(k) Profit Sharing Plan in CA ($16M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Hematology Oncology, P.C. Retirement Trust assets move in 2024? ▼
Hematology Oncology, P.C. Retirement Trust grew at a solid clip - up 6.7% during 2024, from $15M to $16M. Reported net income was $990K.
How have Hematology Oncology, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hematology Oncology, P.C.'s sponsor-wide assets grew 27.3%, from $12M to $16M.
Which 401(k) plans are similar in size to Hematology Oncology, P.C. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is California Industrial Rubber Co., Inc. 401(k) Profit Sharing Plan in CA ($16M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Hematology Oncology, P.C. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M 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 060866691.

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.