401(k) · DOL Form 5500 · 2024
Hart Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $179,569
- Avg per participant Above avg balance/head
Official DOL plan name: Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust · Sponsored by Hart Associates, Inc. · Ohio · Professional & Technical Services
$14M in assets, 80 participants
Hart Associates, Inc.'s Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust reported $14M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #12,621 in Professional & Technical Services (20,173 peers)
Hart Associates, Inc. multi-year trail
Hart Associates, Inc.'s plans moved +17.7% in assets from 2023 to 2024; this filing shows Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust at $14M / 80 participants.
- #12,621
- in Professional & Technical Services (20,173 peers)
- +17.7%
- assets growth YoY
Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,365,504 Top 36% higher than 64% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust is a small filing (80 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust reported participants fell from 83 in the plan year 2023 filing to 80 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 341054347 · Hart Associates, Inc. PY 2024 · 401(k)
Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust · $14M · 80 · 64th
- NET $14M
- BOOK 80
- VS-ST 64th
- BOY 401(k)
- SCH near Ascend Retirement Savings 401(k) Plan
- EBSA ind #12621
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 Professional & Technical Services retirement plans → · Plans in Ohio →
Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust in the asset neighbourhood
Hart Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Hart Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 17.66539086309717% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 83 | $12M |
| 2024 | 1 | 80 | $14M |
Hart Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 341054347 |
| Plan Effective Date | 1974-12-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Hart Associates, Inc. Profit Sharing and 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Ascend Retirement Savings 401(k) Plan in TN ($14M); by covered participants it is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.
- Lewa America Inc 401(k) Profit Sharing Plan & Trust (MA) 80 · 0 off
- Rmcp 401(k) (CO) 80 · 0 off
- Gana-A'yoo, Limited 401(k) Retirement Plan (AK) 80 · 0 off
- Sojitz De Puerto Rico Corporation 1165(e) Plan (PR) 80 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.