401(k) · DOL Form 5500 · 2024

Hershey Trust Company 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
28
Participants Small participant base
58th
Percentile by assets National rank
$403,697
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hershey Trust Company Employee Savings Plan · Sponsored by Hershey Trust Company · Pennsylvania · Finance & Insurance

$11M in assets, 28 participants

Hershey Trust Company's Hershey Trust Company Employee Savings Plan reported $11M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,617 in Finance & Insurance (8,549 peers)

Hershey Trust Company multi-year trail

Hershey Trust Company's plans moved +43.0% in assets from 2022 to 2024; this filing shows Hershey Trust Company Employee Savings Plan at $11M / 28 participants.

#3,617
in Finance & Insurance (8,549 peers)
+15.9%
assets growth YoY

Hershey Trust Company Employee Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Hershey Trust Company Employee Savings Plan vs every filed plan by assets

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

$11,303,513 Top 42% higher than 58% 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

Hershey Trust Company Employee 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. Hershey Trust Company Employee Savings Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hershey Trust Company Employee Savings Plan reported participants rose from 22 in the plan year 2023 filing to 28 in the plan year 2024 filing.
  • Hershey Trust Company Employee Savings Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Hershey Trust Company Employee Savings Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 230692150 · Hershey Trust Company PY 2024 · 401(k)

Hershey Trust Company Employee Savings Plan · $11M · 28 · 58th

  • EIN $11M
  • EIN 28
  • EIN 58th
  • EIN 401(k)
  • EIN near Active Power, Inc. 401(k) Plan
  • EIN ind #3617

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Hershey Trust Company Employee Savings Plan in the asset neighbourhood

Hershey Trust Company Employee Savings PlanHershey Trust Company Employ…$11MActive Power, Inc. 401(k) PlanActive Power, Inc. 401(k) Pl…$11MCjb & S 401(k) Retirement PlanCjb & S 401(k) Retirement Pl…$11MMillennium Information Services, Inc. Profit Sharing PlanMillennium Information Servi…$11MCoretek, LLC 401(k) Plan$11M
End-of-year total assets ($M) among Hershey Trust Company Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hershey Trust Company multi-year asset trail

Sponsor-wide plan assets over time

All Hershey Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 42.982735204020386% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.91M $11.3M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 26 $8M
2023 1 22 $10M
2024 1 28 $11M

Hershey Trust Company filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN230692150
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Hershey Trust Company Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Hershey Trust Company Employee Savings Plan, Total assets ($B): 0.011303513 · Participants: 28Hershey Trust Company Employee 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
Hershey Trust Company Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Hershey Trust Company Employee Savings Plan side-by-side with 3 peers →

Hershey Trust Company Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Active Power, Inc. 401(k) Plan in TX ($11M); by covered participants it is Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Hershey Trust Company Employee Savings Plan assets move in 2024? ▼
Hershey Trust Company Employee Savings Plan grew sharply - up 15.9% during 2024, from $10M to $11M. Reported net income was $2M.
How have Hershey Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hershey Trust Company's sponsor-wide assets grew 43.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Hershey Trust Company Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Active Power, Inc. 401(k) Plan in TX ($11M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Hershey Trust Company Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants, $2M 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 230692150.

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.