401(k) · DOL Form 5500 · 2024

Hartlage Management Company 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
177
Participants Small participant base
44th
Percentile by assets National rank
$31,843
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hartlage Management Company Retirement Savings Plan · Sponsored by Hartlage Management Company · Kentucky · Real Estate

$6M in assets, 177 participants

Hartlage Management Company's Hartlage Management Company Retirement Savings Plan reported $6M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,934 in Real Estate (4,605 peers)

Coverage in Kentucky

Hartlage Management Company Retirement Savings Plan covers 177 participants in Kentucky, about 27% of the average Kentucky filer (state average ~647 per filing). Assets: $6M.

#2,934
in Real Estate (4,605 peers)
+2.1%
assets growth YoY

Hartlage Management Company Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers

Hartlage Management Company Retirement Savings Plan vs every filed plan by assets

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

$5,636,264 44th percentile higher than 44% 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

Hartlage Management Company Retirement Savings 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. Hartlage Management Company Retirement Savings Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hartlage Management Company Retirement Savings Plan reported net income fell from $715K in the plan year 2023 filing to $116K in the plan year 2024 filing.
  • Hartlage Management Company Retirement Savings Plan reported participants rose from 165 in the plan year 2023 filing to 177 in the plan year 2024 filing.
  • Hartlage Management Company Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 611173837 · Hartlage Management Company PY 2024 · 401(k)

Hartlage Management Company Retirement Savings Plan · $6M · 177 · 44th

  • IND $6M
  • EOY 177
  • 5500 44th
  • ASSETS 401(k)
  • PCT near Ehnb 401(k) Plan
  • EIN ind #2934

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 Real Estate retirement plans → · Plans in Kentucky →

Hartlage Management Company Retirement Savings Plan in the asset neighbourhood

Hartlage Management Company Retirement Savings PlanHartlage Management Company …$6MEhnb 401(k) Plan$6MRevive Infrastructure Group, LLC 401(k) PlanRevive Infrastructure Group,…$6MTotal Sand Services, LLC 401(k) PlanTotal Sand Services, LLC 401…$6MNewco, Inc. 401(k) Profit Sharing Plan & TrustNewco, Inc. 401(k) Profit Sh…$6M
End-of-year total assets ($M) among Hartlage Management Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$116K
Employer EIN611173837
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hartlage Management Company)

Sponsor-wide plan assets over time

All Hartlage Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$6M 17.28892156473073% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.81M $5.64M ▲ +17.3%
Year Plans Participants Total Assets
2022 1 121 $5M
2023 1 165 $6M
2024 1 177 $6M

Nearby 401(k) Plans in Kentucky

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

Hartlage Management Company Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Hartlage Management Company Retirement Savings Plan, Total assets ($B): 0.005636264 · Participants: 177Hartlage Management Company Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Hartlage Management Company Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Hartlage Management Company Retirement Savings Plan side-by-side with 3 peers →

Hartlage Management Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Ehnb 401(k) Plan in CA ($6M); by covered participants it is Greater Houston Retailers Association 401(k) Plan in TX (177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Hartlage Management Company Retirement Savings Plan assets move in 2024? ▼
Hartlage Management Company Retirement Savings Plan edged up modestly - up 2.1% during 2024, from $6M to $6M. Reported net income was $116K.
How have Hartlage Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hartlage Management Company's sponsor-wide assets grew 17.3%, from $5M to $6M.
Which 401(k) plans are similar in size to Hartlage Management Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ehnb 401(k) Plan in CA ($6M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Hartlage Management Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greater Houston Retailers Association 401(k) Plan in TX (177 participants, $496K 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 611173837.

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.