401(k) · DOL Form 5500 · 2024

Hillcrest Family Services 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
213
Participants Below avg headcount
54th
Percentile by assets National rank
$43,570
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hillcrest Family Services Union and Non-Union 401(k) Plan · Sponsored by Hillcrest Family Services · Iowa · Healthcare & Social Assistance

$9M in assets, 213 participants

Hillcrest Family Services's Hillcrest Family Services Union and Non-Union 401(k) Plan reported $9M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,063 in Healthcare & Social Assistance (16,916 peers)

Coverage in Iowa

Hillcrest Family Services Union and Non-Union 401(k) Plan covers 213 participants in Iowa, about 35% of the average Iowa filer (state average ~609 per filing). Assets: $9M.

#10,063
in Healthcare & Social Assistance (16,916 peers)
-3.5%
assets change YoY

The plan reported a net loss of $337K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hillcrest Family Services Union and Non-Union 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hillcrest Family Services Union and Non-Union 401(k) Plan vs every filed plan by assets

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

$9,280,481 Top 46% higher than 54% 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

Hillcrest Family Services Union and Non-Union 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. Hillcrest Family Services Union and Non-Union 401(k) Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hillcrest Family Services Union and Non-Union 401(k) Plan reported net income fell from $319K in the plan year 2023 filing to -$337K in the plan year 2024 filing.
  • Hillcrest Family Services Union and Non-Union 401(k) Plan reported participants fell from 261 in the plan year 2023 filing to 213 in the plan year 2024 filing.
  • Hillcrest Family Services Union and Non-Union 401(k) Plan end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 420680411 · Hillcrest Family Services PY 2024 · 401(k)

Hillcrest Family Services Union and Non-Union 401(k) Plan · $9M · 213 · 54th

  • VS-ST $9M
  • BOY 213
  • SCH 54th
  • EBSA 401(k)
  • PART near Continuumcloud Retirement Plan
  • TYPE ind #10063

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 Iowa →

Hillcrest Family Services Union and Non-Union 401(k) Plan in the asset neighbourhood

Hillcrest Family Services Union and Non-Union 401(k) PlanHillcrest Family Services Un…$9MContinuumcloud Retirement PlanContinuumcloud Retirement Pl…$9MAxon Pressure Products, Inc. 401(k) PlanAxon Pressure Products, Inc.…$9MUSA Quality Staffing 401(k) PlanUSA Quality Staffing 401(k) …$9MEdge One 401(k) Savings Plan$9M
End-of-year total assets ($M) among Hillcrest Family Services Union and Non-Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$337K
Employer EIN420680411
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hillcrest Family Services)

Sponsor-wide plan assets over time

All Hillcrest Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$9M 0.19488949038904016% vs 2022
2024 filing year
$9.2M$9.4M$9.6M$9.8M 202220232024 $9.3M $9.28M ▼ -0.2%
Year Plans Participants Total Assets
2022 1 262 $9M
2023 1 261 $10M
2024 1 213 $9M

Nearby 401(k) Plans in Iowa

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

Hillcrest Family Services Union and Non-Union 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Hillcrest Family Services Union and Non-Union 401(k) Plan, Total assets ($B): 0.009280481 · Participants: 213Hillcrest Family Services Union and Non-Union 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Hillcrest Family Services Union and Non-Union 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Hillcrest Family Services Union and Non-Union 401(k) Plan side-by-side with 3 peers →

Hillcrest Family Services Union and Non-Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Continuumcloud Retirement Plan in FL ($9M); by covered participants it is Thirdera, LLC in CO (213 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Hillcrest Family Services Union and Non-Union 401(k) Plan assets move in 2024? ▼
Hillcrest Family Services Union and Non-Union 401(k) Plan edged down modestly - down 3.5% during 2024, from $10M to $9M. Reported net income was -$337K.
How have Hillcrest Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hillcrest Family Services's sponsor-wide assets declined 0.2%, from $9M to $9M.
Which 401(k) plans are similar in size to Hillcrest Family Services Union and Non-Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Continuumcloud Retirement Plan in FL ($9M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Hillcrest Family Services Union and Non-Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thirdera, LLC in CO (213 participants, N/A 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 420680411.

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.