401(k) · DOL Form 5500 · 2024

Hillco, Ltd. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
4,915
Participants Above avg headcount
82nd
Percentile by assets National rank
$8,536
Avg per participant Low balance/head
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Official DOL plan name: Hartland 401(k) Retirement Plan Trust · Sponsored by Hillco, Ltd. · North Carolina · Healthcare & Social Assistance

$42M in assets, 4,915 participants

Hillco, Ltd.'s Hartland 401(k) Retirement Plan Trust reported $42M in total assets and 4,915 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,310 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Hartland 401(k) Retirement Plan Trust covers 4,915 participants in North Carolina, 6.0x the typical North Carolina plan (state average ~819 per filing). Assets: $42M.

#14,310
in Healthcare & Social Assistance (16,916 peers)
+9.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hartland 401(k) Retirement Plan Trust's outsized position by total assets

Hartland 401(k) Retirement Plan Trust vs every filed plan by assets

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

$41,956,330 Top 18% higher than 82% 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

Hartland 401(k) Retirement Plan Trust's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hartland 401(k) Retirement Plan Trust lands in the large band (4,915 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hartland 401(k) Retirement Plan Trust reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Hartland 401(k) Retirement Plan Trust reported participants rose from 4,337 in the plan year 2023 filing to 4,915 in the plan year 2024 filing.
  • Hartland 401(k) Retirement Plan Trust end-of-year assets rose from $38M in the plan year 2023 filing to $42M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 560818742 · Hillco, Ltd. PY 2024 · 401(k)

Hartland 401(k) Retirement Plan Trust · $42M · 4,915 · 82nd

  • BOOK $42M
  • VS-ST 4,915
  • BOY 82nd
  • SCH 401(k)
  • EBSA near Nextiva 401(k) Plan
  • PART ind #14310

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Hartland 401(k) Retirement Plan Trust in the asset neighbourhood

Hartland 401(k) Retirement Plan TrustHartland 401(k) Retirement P…$42MNextiva 401(k) Plan$42MLevata 401(k) Plan$42MAbry Partners III, LLC 401(k) PlanAbry Partners III, LLC 401(k…$42MCatalyst 401(k) Pep$42M
End-of-year total assets ($M) among Hartland 401(k) Retirement Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$42M
Net Income$4M
Employer EIN560818742
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hillco, Ltd.)

Sponsor-wide plan assets over time

All Hillco, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 25.466589789230287% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.4M $42M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 4,142 $33M
2023 1 4,337 $38M
2024 1 4,915 $42M

Nearby 401(k) Plans in North Carolina

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

Hartland 401(k) Retirement Plan Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Hartland 401(k) Retirement Plan Trust, Total assets ($B): 0.04195633 · Participants: 4915Hartland 401(k) Retirement Plan TrustThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Hartland 401(k) Retirement Plan Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Hartland 401(k) Retirement Plan Trust side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Nextiva 401(k) Plan in AZ ($42M); by covered participants it is Core & Main 401(k) Retirement Plan in MO (4,913 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,915 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 Hartland 401(k) Retirement Plan Trust assets move in 2024? ▼
Hartland 401(k) Retirement Plan Trust grew at a solid clip - up 9.2% during 2024, from $38M to $42M. Reported net income was $4M.
How have Hillco, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hillco, Ltd.'s sponsor-wide assets grew 25.5%, from $33M to $42M.
Where does Hartland 401(k) Retirement Plan Trust rank by assets among Form 5500 filers? ▼
Hartland 401(k) Retirement Plan Trust ranks in the 82nd 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 Hartland 401(k) Retirement Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is Nextiva 401(k) Plan in AZ ($42M, 760 participants).
Which 401(k) plans cover a similar participant headcount to Hartland 401(k) Retirement Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Core & Main 401(k) Retirement Plan in MO (4,913 participants, $500M 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 560818742.

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.