401(k) · DOL Form 5500 · 2024

Howard Hanna Smythe Cramer 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
905
Participants Near avg headcount
87th
Percentile by assets National rank
$69,735
Avg per participant Below avg balance/head
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Official DOL plan name: Hanna Holdings Retirement Savings Plan · Sponsored by Howard Hanna Smythe Cramer · Pennsylvania · Real Estate

$63M in assets, 905 participants

Howard Hanna Smythe Cramer's Hanna Holdings Retirement Savings Plan reported $63M in total assets and 905 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,365 in Real Estate (4,605 peers)

Where Hanna Holdings Retirement Savings Plan sits by assets

Hanna Holdings Retirement Savings Plan sits in the top quartile of all filed plans by assets, $63M for 905 participants (~$69,735/participant), up 11.5% in 2024.

#4,365
in Real Estate (4,605 peers)
+11.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Hanna Holdings Retirement Savings Plan's outsized position by total assets

Hanna Holdings Retirement Savings Plan vs every filed plan by assets

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

$63,110,013 Top 13% higher than 87% 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

Hanna Holdings 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. Hanna Holdings Retirement Savings Plan sits mid-pack in the medium band (905 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hanna Holdings Retirement Savings Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Hanna Holdings Retirement Savings Plan end-of-year assets rose from $57M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • Hanna Holdings Retirement Savings Plan reported participants rose from 870 in the plan year 2023 filing to 905 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 340538620 · Howard Hanna Smythe Cramer PY 2024 · 401(k)

Hanna Holdings Retirement Savings Plan · $63M · 905 · 87th

  • EBSA $63M
  • PART 905
  • TYPE 87th
  • NET 401(k)
  • BOOK near Blue Owl Capital 401(k) Plan
  • VS-ST ind #4365

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 Pennsylvania →

Hanna Holdings Retirement Savings Plan in the asset neighbourhood

Atalco LLC Employee Savings PlanAtalco LLC Employee Savings …$63MDelta Dental Plan of New Hampshire, Inc. Discretionary Plan and TrustDelta Dental Plan of New Ham…$63MHanna Holdings Retirement Savings PlanHanna Holdings Retirement Sa…$63MBlue Owl Capital 401(k) Plan$63MOrthoconnecticut, PLLC Employees 401(k) Profit Sharing PlanOrthoconnecticut, PLLC Emplo…$63M
End-of-year total assets ($M) among Hanna Holdings Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$63M
Net Income$6M
Employer EIN340538620
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Howard Hanna Smythe Cramer)

Sponsor-wide plan assets over time

All Howard Hanna Smythe Cramer plans reported in each filing year

Latest sponsor-wide plan assets
$63M 22.993608465294997% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $51.3M $63.1M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 659 $51M
2023 1 870 $57M
2024 1 905 $63M

Nearby 401(k) Plans in Pennsylvania

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

Hanna Holdings Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Hanna Holdings Retirement Savings Plan, Total assets ($B): 0.063110013 · Participants: 905Hanna Holdings Retirement 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
Hanna Holdings Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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

Outside Pennsylvania, the nearest 401(k) by assets is Blue Owl Capital 401(k) Plan in NY ($63M); by covered participants it is Balchem Corporation 401(k) Plan in NY (905 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (905 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 Hanna Holdings Retirement Savings Plan assets move in 2024? ▼
Hanna Holdings Retirement Savings Plan grew at a solid clip - up 11.5% during 2024, from $57M to $63M. Reported net income was $6M.
How have Howard Hanna Smythe Cramer plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Howard Hanna Smythe Cramer's sponsor-wide assets grew 23.0%, from $51M to $63M.
Where does Hanna Holdings Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Hanna Holdings Retirement Savings Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hanna Holdings Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue Owl Capital 401(k) Plan in NY ($63M, 641 participants).
Which 401(k) plans cover a similar participant headcount to Hanna Holdings Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Balchem Corporation 401(k) Plan in NY (905 participants, $142M in assets).