401(k) · DOL Form 5500 · 2024

Hill Valley Healthcare, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
753
Participants Near avg headcount
36th
Percentile by assets National rank
$4,698
Avg per participant Low balance/head
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Official DOL plan name: Hill Valley 401(k) Plan · Sponsored by Hill Valley Healthcare, LLC · New York · Healthcare & Social Assistance

$4M in assets, 753 participants

Hill Valley Healthcare, LLC's Hill Valley 401(k) Plan reported $4M in total assets and 753 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,321 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Hill Valley 401(k) Plan surged 84.8% in 2024 ($2M → $4M) for 753 participants.

#6,321
in Healthcare & Social Assistance (16,916 peers)
+84.8%
assets growth YoY

Hill Valley 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hill Valley 401(k) Plan vs every filed plan by assets

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

$3,537,280 36th percentile higher than 36% 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

Hill Valley 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. Hill Valley 401(k) Plan sits mid-pack in the medium band (753 participants).

Form 5500 schedule snapshot

Filing strip 822731846 · Hill Valley Healthcare, LLC PY 2024 · 401(k)

Hill Valley 401(k) Plan · $4M · 753 · 36th

  • PCT $4M
  • EIN 753
  • RANK 36th
  • PHOTO 401(k)
  • IND near Petfolk 401(k) Plan
  • EOY ind #6321

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 New York →

Hill Valley 401(k) Plan in the asset neighbourhood

Hill Valley 401(k) Plan$4MPetfolk 401(k) Plan$4MTed Davis Enterprises 401(k) Retirement PlanTed Davis Enterprises 401(k)…$4MPrivate Client Fiduciary Corporation 401(k) PlanPrivate Client Fiduciary Cor…$4MPacific Unlimited, Inc. 401(k) Profit Sharing PlanPacific Unlimited, Inc. 401(…$4M
End-of-year total assets ($M) among Hill Valley 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)$2M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN822731846
Plan Effective Date2021-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Hill Valley 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hill Valley 401(k) Plan, Total assets ($B): 0.00353728 · Participants: 753Hill Valley 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Hill Valley 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hill Valley 401(k) Plan side-by-side with 3 peers →

Hill Valley 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Petfolk 401(k) Plan in NC ($4M); by covered participants it is Rosenbauer America, LLC 401(k) Profit Sharing Plan in SD (753 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (753 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 Hill Valley 401(k) Plan assets move in 2024? ▼
Hill Valley 401(k) Plan surged - up 84.8% during 2024, from $2M to $4M. Reported net income was $2M.
Which 401(k) plans are similar in size to Hill Valley 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Petfolk 401(k) Plan in NC ($4M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Hill Valley 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rosenbauer America, LLC 401(k) Profit Sharing Plan in SD (753 participants, $60M 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 822731846.

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.