401(k) · DOL Form 5500 · 2024

Hearthway, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
61
Participants Small participant base
34th
Percentile by assets National rank
$49,223
Avg per participant Low balance/head
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Official DOL plan name: Hearthway, Inc. 401(k) Plan · Sponsored by Hearthway, Inc. · Massachusetts · Healthcare & Social Assistance

$3M in assets, 61 participants

Hearthway, Inc.'s Hearthway, Inc. 401(k) Plan reported $3M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,792 in Healthcare & Social Assistance (16,916 peers)

Hearthway, Inc. multi-year trail

Hearthway, Inc.'s plans moved +23.3% in assets from 2022 to 2024; this filing shows Hearthway, Inc. 401(k) Plan at $3M / 61 participants.

#5,792
in Healthcare & Social Assistance (16,916 peers)
-1.9%
assets change YoY

The plan reported a net loss of $59K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$3,002,577 34th percentile higher than 34% 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

Hearthway, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hearthway, Inc. 401(k) Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hearthway, Inc. 401(k) Plan reported net income fell from $626K in the plan year 2023 filing to -$59K in the plan year 2024 filing.
  • Hearthway, Inc. 401(k) Plan reported participants rose from 59 in the plan year 2023 filing to 61 in the plan year 2024 filing.
  • Hearthway, Inc. 401(k) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042483322 · Hearthway, Inc. PY 2024 · 401(k)

Hearthway, Inc. 401(k) Plan · $3M · 61 · 34th

  • PCT $3M
  • PCT 61
  • PCT 34th
  • PCT 401(k)
  • PCT near Hudson Services Inc 401(k) Profit Sharing Plan & Trust
  • PCT ind #5792

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 Massachusetts →

Hearthway, Inc. 401(k) Plan in the asset neighbourhood

Hearthway, Inc. 401(k) Plan$3MHudson Services Inc 401(k) Profit Sharing Plan & TrustHudson Services Inc 401(k) P…$3MJohnston County Industries, Inc. 403(b) PlanJohnston County Industries, …$3MKirwan Danner & Alvarez, PA 401(k) PlanKirwan Danner & Alvarez, PA …$3MJill Miller & Associates, P.C. Profit Sharing PlanJill Miller & Associates, P.…$3M
End-of-year total assets ($M) among Hearthway, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hearthway, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hearthway, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.28861113449303% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.44M $3M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 77 $2M
2023 1 59 $3M
2024 1 61 $3M

Hearthway, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$59K
Employer EIN042483322
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Hearthway, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Hearthway, Inc. 401(k) Plan, Total assets ($B): 0.003002577 · Participants: 61Hearthway, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Hearthway, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Hearthway, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Hudson Services Inc 401(k) Profit Sharing Plan & Trust in LA ($3M); by covered participants it is Rockset 401(k) Plan in CA (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Hearthway, Inc. 401(k) Plan assets move in 2024? ▼
Hearthway, Inc. 401(k) Plan edged down modestly - down 1.9% during 2024, from $3M to $3M. Reported net income was -$59K.
How have Hearthway, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hearthway, Inc.'s sponsor-wide assets grew 23.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Hearthway, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hudson Services Inc 401(k) Profit Sharing Plan & Trust in LA ($3M, 52 participants).
Which 401(k) plans cover a similar participant headcount to Hearthway, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rockset 401(k) Plan in CA (61 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 042483322.

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.