401(k) · DOL Form 5500 · 2024

Heart + Paw Intermediate Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
434
Participants Below avg headcount
54th
Percentile by assets National rank
$21,017
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Heart + Paw 401(k) Plan · Sponsored by Heart + Paw Intermediate Holdings, LLC · Pennsylvania · Professional & Technical Services

$9M in assets, 434 participants

Heart + Paw Intermediate Holdings, LLC's Heart + Paw 401(k) Plan reported $9M in total assets and 434 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.

  • #10,488 in Professional & Technical Services (20,173 peers)

2024 asset change

Heart + Paw 401(k) Plan surged 52.4% in 2024 ($6M → $9M) for 434 participants.

#10,488
in Professional & Technical Services (20,173 peers)
+52.4%
assets growth YoY

Heart + Paw 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Heart + Paw 401(k) Plan vs every filed plan by assets

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

$9,121,473 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

Heart + Paw 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. Heart + Paw 401(k) Plan sits mid-pack in the medium band (434 participants).

Published 5500 schedule card

Filing strip 831504155 · Heart + Paw Intermediate Holdings, LLC PY 2024 · 401(k)

Heart + Paw 401(k) Plan · $9M · 434 · 54th

  • RANK $9M
  • RANK 434
  • RANK 54th
  • RANK 401(k)
  • RANK near Jamie Oil Company, Inc. 401(k) Plan
  • RANK ind #10488

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Heart + Paw 401(k) Plan in the asset neighbourhood

Heart + Paw 401(k) Plan$9MJamie Oil Company, Inc. 401(k) PlanJamie Oil Company, Inc. 401(…$9MMidwest Recover-Care 401(k) PlanMidwest Recover-Care 401(k) …$9MCriteria Corp 401(k) Plan$9MPavlov Media, Inc 401(k) Plan$9M
End-of-year total assets ($M) among Heart + Paw 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN831504155
Plan Effective Date2019-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Heart + Paw 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Heart + Paw 401(k) Plan, Total assets ($B): 0.009121473 · Participants: 434Heart + Paw 401(k) 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
Heart + Paw 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Heart + Paw 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Jamie Oil Company, Inc. 401(k) Plan in MA ($9M); by covered participants it is Calendar Holdings LLC 401(k) & Profit Sharing Plan in TX (434 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 (434 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 Heart + Paw 401(k) Plan assets move in 2024?
Heart + Paw 401(k) Plan surged - up 52.4% during 2024, from $6M to $9M. Reported net income was $3M.
Which 401(k) plans are similar in size to Heart + Paw 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Jamie Oil Company, Inc. 401(k) Plan in MA ($9M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Heart + Paw 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Calendar Holdings LLC 401(k) & Profit Sharing Plan in TX (434 participants, $20M in assets).