401(k) · DOL Form 5500 · 2024

Hospital and Healthsystem Assoc. of Pennsylvania 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
68
Participants Small participant base
76th
Percentile by assets National rank
$416,628
Avg per participant High balance/head
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Official DOL plan name: The Hap 401(k) Plan · Sponsored by Hospital and Healthsystem Assoc. of Pennsylvania · Pennsylvania · Management of Enterprises

$28M in assets, 68 participants

Hospital and Healthsystem Assoc. of Pennsylvania's The Hap 401(k) Plan reported $28M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #657 in Management of Enterprises (1,133 peers)

Where The Hap 401(k) Plan sits by assets

The Hap 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 68 participants (~$416,628/participant), up 11.7% in 2024.

#657
in Management of Enterprises (1,133 peers)
+11.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Hap 401(k) Plan's outsized position by total assets

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

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

$28,330,671 Top 24% higher than 76% 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

The Hap 401(k) 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. The Hap 401(k) Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Hap 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Hap 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • The Hap 401(k) Plan reported participants fell from 71 in the plan year 2023 filing to 68 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 251767436 · Hospital and Healthsystem Assoc. of Pennsylvania PY 2024 · 401(k)

The Hap 401(k) Plan · $28M · 68 · 76th

  • RANK $28M
  • PHOTO 68
  • IND 76th
  • EOY 401(k)
  • 5500 near Millennium Corporation 401(k) Plan
  • ASSETS ind #657

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 Management of Enterprises retirement plans → · Plans in Pennsylvania →

The Hap 401(k) Plan in the asset neighbourhood

The Hap 401(k) Plan$28MMillennium Corporation 401(k) PlanMillennium Corporation 401(k…$28MThe North West Company (International), Inc. Employee Savings PlanThe North West Company (Inte…$28MKoerner Distributor, Inc. 401(k) Profit Sharing Plan and TrustKoerner Distributor, Inc. 40…$28MCitizens Bank 401(k) Plan$28M
End-of-year total assets ($M) among The Hap 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN251767436
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hospital and Healthsystem Assoc. of Pennsylvania)

Sponsor-wide plan assets over time

All Hospital and Healthsystem Assoc. of Pennsylvania plans reported in each filing year

Latest sponsor-wide plan assets
$28M 43.81721442654028% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.7M $28.3M ▲ +43.8%
Year Plans Participants Total Assets
2022 1 68 $20M
2023 1 71 $25M
2024 1 68 $28M

Nearby 401(k) Plans in Pennsylvania

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

The Hap 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Hap 401(k) Plan, Total assets ($B): 0.028330671 · Participants: 68The Hap 401(k) 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
The Hap 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Hap 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Millennium Corporation 401(k) Plan in VA ($28M); by covered participants it is Cleverbridge, Inc. 401(k) Plan in IL (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 The Hap 401(k) Plan assets move in 2024? ▼
The Hap 401(k) Plan grew at a solid clip - up 11.7% during 2024, from $25M to $28M. Reported net income was $3M.
How have Hospital and Healthsystem Assoc. of Pennsylvania plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hospital and Healthsystem Assoc. of Pennsylvania's sponsor-wide assets grew 43.8%, from $20M to $28M.
Where does The Hap 401(k) Plan rank by assets among Form 5500 filers? ▼
The Hap 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Hap 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Millennium Corporation 401(k) Plan in VA ($28M, 379 participants).
Which 401(k) plans cover a similar participant headcount to The Hap 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleverbridge, Inc. 401(k) Plan in IL (68 participants, $8M 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 251767436.

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.