401(k) · DOL Form 5500 · 2024
Hartfield Academy, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 168
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $13,549
- Avg per participant Low balance/head
Official DOL plan name: Hartfield Academy, Inc. 401(k) Plan · Sponsored by Hartfield Academy, Inc. · Mississippi · Educational Services
$2M in assets, 168 participants
Hartfield Academy, Inc.'s Hartfield Academy, Inc. 401(k) Plan reported $2M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #688 in Educational Services (3,638 peers)
Coverage in Mississippi
Hartfield Academy, Inc. 401(k) Plan covers 168 participants in Mississippi, about 46% of the average Mississippi filer (state average ~366 per filing). Assets: $2M.
- #688
- in Educational Services (3,638 peers)
- +26.3%
- assets growth YoY
Hartfield Academy, Inc. 401(k) Plan among the smaller filed plans by assets
Hartfield Academy, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,276,256 31st percentile higher than 31% 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
Hartfield Academy, Inc. 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. Hartfield Academy, Inc. 401(k) Plan sits mid-pack in the medium band (168 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hartfield Academy, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Hartfield Academy, Inc. 401(k) Plan reported participants rose from 160 in the plan year 2023 filing to 168 in the plan year 2024 filing.
DOL schedule card
Filing strip 452712832 · Hartfield Academy, Inc. PY 2024 · 401(k)
Hartfield Academy, Inc. 401(k) Plan · $2M · 168 · 31st
- IND $2M
- IND 168
- IND 31st
- IND 401(k)
- IND near Composite Modules, Inc. Retirement Plan
- IND ind #688
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 Mississippi →
Hartfield Academy, Inc. 401(k) Plan in the asset neighbourhood
Mississippi filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $474K |
| Employer EIN | 452712832 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hartfield Academy, Inc.)
Sponsor-wide plan assets over time
All Hartfield Academy, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 74.26670372097189% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 149 | $1M |
| 2023 | 1 | 160 | $2M |
| 2024 | 1 | 168 | $2M |
Nearby 401(k) Plans in Mississippi
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Cadence 401(k) Profit-Sharing Plan $817M · 6,117
- Ergon 401(k) Plan $771M · 3,508
- V2x 401(k) Retirement Plan $644M · 6,644
- Hancock Whitney Corporation 401(k) Savings Plan $608M · 3,561
- Southern Farm Bureau and Adopting Companies 401(k) Plan $528M · 2,689
Hartfield Academy, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Mississippi, the nearest 401(k) by assets is Composite Modules, Inc. Retirement Plan in FL ($2M); by covered participants it is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Illinois Retina Associates, S.C. 401(k) Plan (IL) 168 · 0 off
- Metalworks, Inc. 401(k) Profit Sharing Plan & Trust (NE) 168 · 0 off
- Ebq Retirement Plan (TX) 168 · 0 off
- The Tobin Group 401(k) Plan (MI) 168 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.