401(k) · DOL Form 5500 · 2024

Hearthstone Utilities Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets: 224
Participants Below avg headcount: 73rd
Percentile by assets National rank: $101,065
Avg per participant Below avg balance/head

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Official DOL plan name: Hearthstone Retirement Savings Plan · Sponsored by Hearthstone Utilities Inc. · Illinois · Utilities

$23M in assets, 224 participants

Hearthstone Utilities Inc.'s Hearthstone Retirement Savings Plan reported $23M in total assets and 224 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

#277 in Utilities (732 peers)

Coverage in Illinois

Hearthstone Retirement Savings Plan covers 224 participants in Illinois, about 29% of the average Illinois filer (state average ~779 per filing). Assets: $23M.

#277
in Utilities (732 peers): +0.3%
assets growth YoY

Hearthstone Retirement Savings Plan's outsized position by total assets

Hearthstone Retirement Savings Plan vs every filed plan by assets

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

$22,638,529 Top 27% higher than 73% 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

Hearthstone Retirement Savings 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. Hearthstone Retirement Savings Plan sits mid-pack in the medium band (224 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%)

Hearthstone Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Hearthstone Retirement Savings Plan reported participants fell from 267 in the plan year 2023 filing to 224 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 273003768 · Hearthstone Utilities Inc. PY 2024 · 401(k)

Hearthstone Retirement Savings Plan · $23M · 224 · 73rd

ASSETS $23M
ASSETS 224
ASSETS 73rd
ASSETS 401(k)
ASSETS near Interstate Engineering, Inc. 401(k) Profit Sharing Plan
ASSETS ind #277

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 Utilities retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Hearthstone Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)	$23M
Net Assets (End of Year)	$23M
Net Income	$2M
Employer EIN	273003768
Plan Effective Date	1983-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Hearthstone Utilities Inc.)

Latest sponsor-wide plan assets: $23M 14.29159295372798% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	225	$20M
2023	1	267	$23M
2024	1	224	$23M

Nearby 401(k) Plans in Illinois

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

Hearthstone Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Hearthstone Retirement Savings Plan side-by-side with 3 peers →

Hearthstone Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Interstate Engineering, Inc. 401(k) Profit Sharing Plan in ND ($23M); by covered participants it is Ideal Ready Mix Company 401(k) Plan in IA (224 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Interstate Engineering, Inc. 401(k) Profit Sharing Plan (ND) $23M · 164
Sycomp Inc. 401(k) Plan (CA) $23M · 180
Harvey Construction Corporation 401(k) Plan (NH) $23M · 84
G&s Corporation 401(k) Profit Sharing Plan and Trust (NY) $23M · 578

Similar participant headcount

Nearest other-state filings by covered participants (224 participants); asset peers above are excluded.

Ideal Ready Mix Company 401(k) Plan (IA) 224 · 0 off
Sezzle 401(k) Plan (MN) 224 · 0 off
Four Rivers Combined 401(k) Plan (KY) 224 · 0 off
Warrior 401(k) Plan (TX) 224 · 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 Hearthstone Retirement Savings Plan assets move in 2024? ▼

Hearthstone Retirement Savings Plan held essentially flat - up 0.3% during 2024, from $23M to $23M. Reported net income was $2M.

How have Hearthstone Utilities Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hearthstone Utilities Inc.'s sponsor-wide assets grew 14.3%, from $20M to $23M.

Which 401(k) plans are similar in size to Hearthstone Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Interstate Engineering, Inc. 401(k) Profit Sharing Plan in ND ($23M, 164 participants).

Which 401(k) plans cover a similar participant headcount to Hearthstone Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ideal Ready Mix Company 401(k) Plan in IA (224 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 273003768.