401(k) · DOL Form 5500 · 2023

Hearthstone Utilities Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
267
Participants Below avg headcount
75th
Percentile by assets National rank
$84,501
Avg per participant Below avg balance/head
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Official DOL plan name: Hearthstone Retirement Savings Plan · Sponsored by Hearthstone Utilities Inc. · Illinois · Utilities

$23M in assets, 267 participants

Hearthstone Utilities Inc.'s Hearthstone Retirement Savings Plan reported $23M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #267 in Utilities (721 peers)

Coverage in Illinois

Hearthstone Retirement Savings Plan covers 267 participants in Illinois, about 34% of the average Illinois filer (state average ~779 per filing). Assets: $23M.

#267
in Utilities (721 peers)
+13.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Hearthstone Retirement Savings Plan's outsized position by total assets

Hearthstone Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$22,561,814 Top 25% higher than 75% of 127,068 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 2023

Hearthstone Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hearthstone Retirement Savings Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hearthstone Retirement Savings Plan reported net income rose from $364K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Hearthstone Retirement Savings Plan reported participants rose from 225 in the plan year 2022 filing to 267 in the plan year 2023 filing.
  • Hearthstone Retirement Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 273003768 · Hearthstone Utilities Inc. PY 2023 · 401(k)

Hearthstone Retirement Savings Plan · $23M · 267 · 75th

  • BOOK $23M
  • VS-ST 267
  • BOY 75th
  • SCH 401(k)
  • EBSA near Crowe's Management Company 401(k) Retirement Savings Plan
  • PART ind #267

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 Utilities retirement plans → · Plans in Illinois →

Hearthstone Retirement Savings Plan in the asset neighbourhood

Hearthstone Retirement Savings PlanHearthstone Retirement Savin…$23MCrowe's Management Company 401(k) Retirement Savings PlanCrowe's Management Company 4…$23MInvisionapp, Inc 401(k) Plan$23MBradesco Bank Savings and Investment PlanBradesco Bank Savings and In…$23MBecker Morgan Group, Inc. 401(k) Retirement Savings PlanBecker Morgan Group, Inc. 40…$23M
End-of-year total assets ($M) among Hearthstone Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN273003768
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hearthstone Utilities Inc.)

Sponsor-wide plan assets over time

All Hearthstone Utilities Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 14.29159295372798% vs 2022
2024 filing year
$19M$20M$21M$22M$23M 202220232024 $19.8M $22.6M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 225 $20M
2023 1 267 $23M
2024 1 224 $23M

Nearby 401(k) Plans in Illinois

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

Hearthstone Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Hearthstone Retirement Savings Plan, Total assets ($B): 0.022561814 · Participants: 267Hearthstone Retirement Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Hearthstone Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Hearthstone Retirement Savings Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Crowe's Management Company 401(k) Retirement Savings Plan in GA ($23M); by covered participants it is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hearthstone Retirement Savings Plan assets move in 2023? ▼
Hearthstone Retirement Savings Plan grew at a solid clip - up 13.9% during 2023, from $20M to $23M. Reported net income was $3M.
How have Hearthstone Utilities Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hearthstone Utilities Inc.'s sponsor-wide assets grew 14.3%, from $20M to $23M.
Where does Hearthstone Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Hearthstone Retirement Savings Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hearthstone Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crowe's Management Company 401(k) Retirement Savings Plan in GA ($23M, 360 participants).
Which 401(k) plans cover a similar participant headcount to Hearthstone Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273003768.

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.