401(k) · DOL Form 5500 · 2024
Hearthstone Senior Communities Inc 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 667
- Participants Below avg headcount
- 29th
- Percentile by assets National rank
- $2,934
- Avg per participant Low balance/head
Official DOL plan name: Hearthstone Senior Communities Inc 401(k) Plan · Sponsored by Hearthstone Senior Communities Inc · Pennsylvania · Healthcare & Social Assistance
$2M in assets, 667 participants
Hearthstone Senior Communities Inc's Hearthstone Senior Communities Inc 401(k) Plan reported $2M in total assets and 667 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #4,604 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Hearthstone Senior Communities Inc 401(k) Plan pulled back noticeably 11.6% in 2024 ($2M → $2M) for 667 participants.
- #4,604
- in Healthcare & Social Assistance (16,916 peers)
- -11.6%
- assets change YoY
The plan reported a net loss of $253K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hearthstone Senior Communities Inc 401(k) Plan among the smaller filed plans by assets
Hearthstone Senior Communities Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,956,780 29th percentile higher than 29% 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
Hearthstone Senior Communities 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. Hearthstone Senior Communities Inc 401(k) Plan sits mid-pack in the medium band (667 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hearthstone Senior Communities Inc 401(k) Plan reported net income fell from $153K in the plan year 2023 filing to -$253K in the plan year 2024 filing.
- Hearthstone Senior Communities Inc 401(k) Plan reported participants rose from 582 in the plan year 2023 filing to 667 in the plan year 2024 filing.
- Hearthstone Senior Communities Inc 401(k) Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 232856813 · Hearthstone Senior Communities Inc PY 2024 · 401(k)
Hearthstone Senior Communities Inc 401(k) Plan · $2M · 667 · 29th
- VS-ST $2M
- BOY 667
- SCH 29th
- EBSA 401(k)
- PART near Jordan Products, Inc. 401(k) Profit Sharing Plan
- TYPE ind #4604
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 Pennsylvania →
Hearthstone Senior Communities Inc 401(k) Plan in the asset neighbourhood
Hearthstone Senior Communities Inc years around the 2024 move
Sponsor-wide plan assets over time
All Hearthstone Senior Communities Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 4.948480850576008% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 536 | $2M |
| 2023 | 1 | 582 | $2M |
| 2024 | 1 | 667 | $2M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$253K |
| Employer EIN | 232856813 |
| Plan Effective Date | 2001-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Hearthstone Senior Communities Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Jordan Products, Inc. 401(k) Profit Sharing Plan in NY ($2M); by covered participants it is Hp Pelzer Automotive Systems, Inc. 401(k) Plan in MI (667 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 (667 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.