401(k) · DOL Form 5500 · 2024

HTA 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
141
Participants Small participant base
51st
Percentile by assets National rank
$57,436
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hta 401(k) Plan · Sponsored by HTA · New York · Educational Services

$8M in assets, 141 participants

HTA's Hta 401(k) Plan reported $8M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,261 in Educational Services (3,638 peers)

Coverage in New York

Hta 401(k) Plan covers 141 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $8M.

#1,261
in Educational Services (3,638 peers)
-3.1%
assets change YoY

The plan reported a net loss of $259K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hta 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Hta 401(k) Plan vs every filed plan by assets

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

$8,098,409 Top 49% higher than 51% 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

Hta 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hta 401(k) Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hta 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$259K in the plan year 2024 filing.
  • Hta 401(k) Plan end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Hta 401(k) Plan reported participants rose from 137 in the plan year 2023 filing to 141 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133578209 · HTA PY 2024 · 401(k)

Hta 401(k) Plan · $8M · 141 · 51st

  • BOOK $8M
  • BOOK 141
  • BOOK 51st
  • BOOK 401(k)
  • BOOK near Lakeside Capital Group Management, LLC 401(k) Plan
  • BOOK ind #1261

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 Educational Services retirement plans → · Plans in New York →

Hta 401(k) Plan in the asset neighbourhood

Hta 401(k) Plan$8MLakeside Capital Group Management, LLC 401(k) PlanLakeside Capital Group Manag…$8MNeyra Industries Employee Savings & Retirement PlanNeyra Industries Employee Sa…$8MTri-Development Center of Aiken County 401(k) Retirement PlanTri-Development Center of Ai…$8MMic Customs Solutions 401(k) PlanMic Customs Solutions 401(k)…$8M
End-of-year total assets ($M) among Hta 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$259K
Employer EIN133578209
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HTA)

Sponsor-wide plan assets over time

All HTA plans reported in each filing year

Latest sponsor-wide plan assets
$8M 20.74546194883591% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $6.71M $8.1M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 113 $7M
2023 1 137 $8M
2024 1 141 $8M

Nearby 401(k) Plans in New York

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

Hta 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hta 401(k) Plan, Total assets ($B): 0.008098409 · Participants: 141Hta 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Hta 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hta 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Lakeside Capital Group Management, LLC 401(k) Plan in ID ($8M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Hta 401(k) Plan assets move in 2024? ▼
Hta 401(k) Plan edged down modestly - down 3.1% during 2024, from $8M to $8M. Reported net income was -$259K.
How have HTA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), HTA's sponsor-wide assets grew 20.7%, from $7M to $8M.
Which 401(k) plans are similar in size to Hta 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lakeside Capital Group Management, LLC 401(k) Plan in ID ($8M, 231 participants).
Which 401(k) plans cover a similar participant headcount to Hta 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 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 133578209.

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.