401(k) · DOL Form 5500 · 2024

Warm Hearth, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 157
Participants Small participant base: 40th
Percentile by assets National rank: $29,226
Avg per participant Low balance/head

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Official DOL plan name: Warm Hearth, Inc. 401(k) Plan · Sponsored by Warm Hearth, Inc. · Virginia · Healthcare & Social Assistance

$5M in assets, 157 participants

Warm Hearth, Inc.'s Warm Hearth, Inc. 401(k) Plan reported $5M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

#7,265 in Healthcare & Social Assistance (16,916 peers)

Coverage in Virginia

Warm Hearth, Inc. 401(k) Plan covers 157 participants in Virginia, about 20% of the average Virginia filer (state average ~782 per filing). Assets: $5M.

#7,265
in Healthcare & Social Assistance (16,916 peers): +18.3%
assets growth YoY

Warm Hearth, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Warm Hearth, Inc. 401(k) Plan vs every filed plan by assets

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

$4,588,452 40th percentile higher than 40% 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

Warm Hearth, 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. Warm Hearth, Inc. 401(k) Plan sits mid-pack in the medium band (157 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Warm Hearth, Inc. 401(k) Plan reported net income rose from -$227K in the plan year 2023 filing to $710K in the plan year 2024 filing.
Warm Hearth, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Warm Hearth, Inc. 401(k) Plan reported participants fell from 160 in the plan year 2023 filing to 157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 237378013 · Warm Hearth, Inc. PY 2024 · 401(k)

Warm Hearth, Inc. 401(k) Plan · $5M · 157 · 40th

NET $5M
NET 157
NET 40th
NET 401(k)
NET near Wlr Management Company, Inc. 401(k) Profit Sharing
NET ind #7265

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 Virginia →

End-of-year total assets ($M) among Warm Hearth, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$710K
Employer EIN	237378013
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Warm Hearth, Inc.)

Latest sponsor-wide plan assets: $5M 11.76176725980468% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	163	$4M
2023	1	160	$4M
2024	1	157	$5M

Nearby 401(k) Plans in Virginia

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

Warm Hearth, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $39.5B · 104,719
401(k) Pension Plan $16.8B · 62,869
General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
Leidos, Inc. Retirement Plan $11.8B · 29,734

Compare Warm Hearth, Inc. 401(k) Plan side-by-side with 3 peers →

Warm Hearth, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Wlr Management Company, Inc. 401(k) Profit Sharing in MD ($5M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Wlr Management Company, Inc. 401(k) Profit Sharing (MD) $5M · 452
Sb & Company, LLC 401(k) Plan (MD) $5M · 65
Rainen Law Office, P.C. New Comparability 401(k) Profit Sharing Plan (MA) $5M · 10
Sweet Adelines International Corporation 401(k) Plan (OK) $5M · 33

Similar participant headcount

Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.

Otis It Inc (DE) 157 · 0 off
Cogent Solutions and Supplies 401(k) Profit Sharing Plan (CA) 157 · 0 off
Wsim 401(k) Retirement Plan (TX) 157 · 0 off
3-G Construction Co., Inc. 401(k) Plan (AZ) 157 · 0 off

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 Warm Hearth, Inc. 401(k) Plan assets move in 2024? ▼

Warm Hearth, Inc. 401(k) Plan grew sharply - up 18.3% during 2024, from $4M to $5M. Reported net income was $710K.

How have Warm Hearth, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Warm Hearth, Inc.'s sponsor-wide assets grew 11.8%, from $4M to $5M.

Which 401(k) plans are similar in size to Warm Hearth, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wlr Management Company, Inc. 401(k) Profit Sharing in MD ($5M, 452 participants).

Which 401(k) plans cover a similar participant headcount to Warm Hearth, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Otis It Inc in DE (157 participants, $63K 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 237378013.