The Hartley Company
Plan context: THE HARTLEY COMPANY 401K PLAN
EIN 31-4201640 • Cambridge, OH • 36 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
37
2024 Assets
$1,842,786
2024 Contributions
$45,326
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 37 | $1,842,786 | $45,326 | $1,225iApproximate average salary by contribution assumption: employee only about $30,626 at 4% or $20,417 at 6%; with 50% employer match about $20,417 at 4% or $13,611 at 6%; with 100% employer match about $15,313 at 4% or $10,209 at 6%. |
| THE HARTLEY COMPANY 401K PLAN | - | 37 | $1,842,786 | $45,326 | $1,225iApproximate average salary by contribution assumption: employee only about $30,626 at 4% or $20,417 at 6%; with 50% employer match about $20,417 at 4% or $13,611 at 6%; with 100% employer match about $15,313 at 4% or $10,209 at 6%. |
| 2023 | 1 | 38 | $1,564,392 | $73,550 | $1,936iApproximate average salary by contribution assumption: employee only about $48,388 at 4% or $32,259 at 6%; with 50% employer match about $32,259 at 4% or $21,506 at 6%; with 100% employer match about $24,194 at 4% or $16,129 at 6%. |
| THE HARTLEY COMPANY 401K PLAN | - | 38 | $1,564,392 | $73,550 | $1,936iApproximate average salary by contribution assumption: employee only about $48,388 at 4% or $32,259 at 6%; with 50% employer match about $32,259 at 4% or $21,506 at 6%; with 100% employer match about $24,194 at 4% or $16,129 at 6%. |
| 2022 | 2 | 41 | $1,278,873 | $169,783 | $4,141iApproximate average salary by contribution assumption: employee only about $103,526 at 4% or $69,017 at 6%; with 50% employer match about $69,017 at 4% or $46,012 at 6%; with 100% employer match about $51,763 at 4% or $34,509 at 6%. |
| THE HARTLEY COMPANY 401K PLAN | - | 41 | $1,278,873 | $85,772 | $2,092iApproximate average salary by contribution assumption: employee only about $52,300 at 4% or $34,867 at 6%; with 50% employer match about $34,867 at 4% or $23,244 at 6%; with 100% employer match about $26,150 at 4% or $17,433 at 6%. |
| THE HARTLEY COMPANY SOCA BENEFIT PLAN | - | 0 | $0 | $84,011 | - |
| 2021 | 1 | 44 | $1,467,079 | $91,734 | $2,085iApproximate average salary by contribution assumption: employee only about $52,122 at 4% or $34,748 at 6%; with 50% employer match about $34,748 at 4% or $23,165 at 6%; with 100% employer match about $26,061 at 4% or $17,374 at 6%. |
| THE HARTLEY COMPANY 401K PLAN | - | 44 | $1,467,079 | $91,734 | $2,085iApproximate average salary by contribution assumption: employee only about $52,122 at 4% or $34,748 at 6%; with 50% employer match about $34,748 at 4% or $23,165 at 6%; with 100% employer match about $26,061 at 4% or $17,374 at 6%. |
| 2020 | 2 | 46 | $1,246,963 | $267,480 | $5,815iApproximate average salary by contribution assumption: employee only about $145,370 at 4% or $96,913 at 6%; with 50% employer match about $96,913 at 4% or $64,609 at 6%; with 100% employer match about $72,685 at 4% or $48,457 at 6%. |
| THE HARTLEY COMPANY 401K PLAN | - | 46 | $1,246,963 | $267,480 | $5,815iApproximate average salary by contribution assumption: employee only about $145,370 at 4% or $96,913 at 6%; with 50% employer match about $96,913 at 4% or $64,609 at 6%; with 100% employer match about $72,685 at 4% or $48,457 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 0 | - | - | - |
| 2019 | 2 | 33 | $3,461,806 | $1,184,167 | $35,884iApproximate average salary by contribution assumption: employee only about $897,096 at 4% or $598,064 at 6%; with 50% employer match about $598,064 at 4% or $398,709 at 6%; with 100% employer match about $448,548 at 4% or $299,032 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 33 | $2,572,091 | $1,000,556 | $30,320iApproximate average salary by contribution assumption: employee only about $757,997 at 4% or $505,331 at 6%; with 50% employer match about $505,331 at 4% or $336,888 at 6%; with 100% employer match about $378,998 at 4% or $252,666 at 6%. |
| THE HARTLEY COMPANY 401K PLAN | - | 23 | $889,715 | $183,611 | $7,983iApproximate average salary by contribution assumption: employee only about $199,577 at 4% or $133,051 at 6%; with 50% employer match about $133,051 at 4% or $88,701 at 6%; with 100% employer match about $99,789 at 4% or $66,526 at 6%. |
| 2018 | 2 | 142 | $2,155,996 | $243,762 | $1,717iApproximate average salary by contribution assumption: employee only about $42,916 at 4% or $28,611 at 6%; with 50% employer match about $28,611 at 4% or $19,074 at 6%; with 100% employer match about $21,458 at 4% or $14,305 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 33 | $1,458,603 | $66,050 | $2,002iApproximate average salary by contribution assumption: employee only about $50,038 at 4% or $33,359 at 6%; with 50% employer match about $33,359 at 4% or $22,239 at 6%; with 100% employer match about $25,019 at 4% or $16,679 at 6%. |
| THE HARTLEY COMPANY 401K PLAN | - | 142 | $697,393 | $177,712 | $1,251iApproximate average salary by contribution assumption: employee only about $31,287 at 4% or $20,858 at 6%; with 50% employer match about $20,858 at 4% or $13,905 at 6%; with 100% employer match about $15,644 at 4% or $10,429 at 6%. |
| 2017 | 2 | 116 | $2,361,491 | $248,044 | $2,138iApproximate average salary by contribution assumption: employee only about $53,458 at 4% or $35,639 at 6%; with 50% employer match about $35,639 at 4% or $23,759 at 6%; with 100% employer match about $26,729 at 4% or $17,819 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 39 | $1,704,521 | $93,493 | $2,397iApproximate average salary by contribution assumption: employee only about $59,931 at 4% or $39,954 at 6%; with 50% employer match about $39,954 at 4% or $26,636 at 6%; with 100% employer match about $29,966 at 4% or $19,977 at 6%. |
| THE HARTLEY COMPANY 401K PLAN | - | 116 | $656,970 | $154,551 | $1,332iApproximate average salary by contribution assumption: employee only about $33,308 at 4% or $22,206 at 6%; with 50% employer match about $22,206 at 4% or $14,804 at 6%; with 100% employer match about $16,654 at 4% or $11,103 at 6%. |
| 2016 | 2 | 137 | $2,064,876 | $249,456 | $1,821iApproximate average salary by contribution assumption: employee only about $45,521 at 4% or $30,347 at 6%; with 50% employer match about $30,347 at 4% or $20,232 at 6%; with 100% employer match about $22,761 at 4% or $15,174 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 48 | $1,575,010 | $78,193 | $1,629iApproximate average salary by contribution assumption: employee only about $40,726 at 4% or $27,150 at 6%; with 50% employer match about $27,150 at 4% or $18,100 at 6%; with 100% employer match about $20,363 at 4% or $13,575 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 137 | $489,866 | $171,263 | $1,250iApproximate average salary by contribution assumption: employee only about $31,252 at 4% or $20,835 at 6%; with 50% employer match about $20,835 at 4% or $13,890 at 6%; with 100% employer match about $15,626 at 4% or $10,417 at 6%. |
| 2015 | 3 | 132 | $1,828,206 | $171,780 | $1,301iApproximate average salary by contribution assumption: employee only about $32,534 at 4% or $21,689 at 6%; with 50% employer match about $21,689 at 4% or $14,460 at 6%; with 100% employer match about $16,267 at 4% or $10,845 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 52 | $1,525,530 | $57,143 | $1,099iApproximate average salary by contribution assumption: employee only about $27,473 at 4% or $18,315 at 6%; with 50% employer match about $18,315 at 4% or $12,210 at 6%; with 100% employer match about $13,736 at 4% or $9,158 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 132 | $302,676 | $114,637 | $868iApproximate average salary by contribution assumption: employee only about $21,712 at 4% or $14,474 at 6%; with 50% employer match about $14,474 at 4% or $9,650 at 6%; with 100% employer match about $10,856 at 4% or $7,237 at 6%. |
| THE HARTLEY COMPANY ERISA PLAN | - | 24 | - | - | - |
| 2014 | 2 | 145 | $2,047,905 | $187,330 | $1,292iApproximate average salary by contribution assumption: employee only about $32,298 at 4% or $21,532 at 6%; with 50% employer match about $21,532 at 4% or $14,355 at 6%; with 100% employer match about $16,149 at 4% or $10,766 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 68 | $1,806,360 | $66,992 | $985iApproximate average salary by contribution assumption: employee only about $24,629 at 4% or $16,420 at 6%; with 50% employer match about $16,420 at 4% or $10,946 at 6%; with 100% employer match about $12,315 at 4% or $8,210 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 145 | $241,545 | $120,338 | $830iApproximate average salary by contribution assumption: employee only about $20,748 at 4% or $13,832 at 6%; with 50% employer match about $13,832 at 4% or $9,221 at 6%; with 100% employer match about $10,374 at 4% or $6,916 at 6%. |
| 2013 | 2 | 115 | $1,868,601 | $181,538 | $1,579iApproximate average salary by contribution assumption: employee only about $39,465 at 4% or $26,310 at 6%; with 50% employer match about $26,310 at 4% or $17,540 at 6%; with 100% employer match about $19,732 at 4% or $13,155 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 80 | $1,735,281 | $56,860 | $711iApproximate average salary by contribution assumption: employee only about $17,769 at 4% or $11,846 at 6%; with 50% employer match about $11,846 at 4% or $7,897 at 6%; with 100% employer match about $8,884 at 4% or $5,923 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 115 | $133,320 | $124,678 | $1,084iApproximate average salary by contribution assumption: employee only about $27,104 at 4% or $18,069 at 6%; with 50% employer match about $18,069 at 4% or $12,046 at 6%; with 100% employer match about $13,552 at 4% or $9,035 at 6%. |
| 2012 | 1 | 113 | $1,800,962 | $98,853 | $875iApproximate average salary by contribution assumption: employee only about $21,870 at 4% or $14,580 at 6%; with 50% employer match about $14,580 at 4% or $9,720 at 6%; with 100% employer match about $10,935 at 4% or $7,290 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 113 | $1,800,962 | $98,853 | $875iApproximate average salary by contribution assumption: employee only about $21,870 at 4% or $14,580 at 6%; with 50% employer match about $14,580 at 4% or $9,720 at 6%; with 100% employer match about $10,935 at 4% or $7,290 at 6%. |
| 2011 | 1 | 132 | $1,776,866 | $223,075 | $1,690iApproximate average salary by contribution assumption: employee only about $42,249 at 4% or $28,166 at 6%; with 50% employer match about $28,166 at 4% or $18,777 at 6%; with 100% employer match about $21,125 at 4% or $14,083 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 132 | $1,776,866 | $223,075 | $1,690iApproximate average salary by contribution assumption: employee only about $42,249 at 4% or $28,166 at 6%; with 50% employer match about $28,166 at 4% or $18,777 at 6%; with 100% employer match about $21,125 at 4% or $14,083 at 6%. |
| 2010 | 1 | 165 | $1,739,281 | $54,094 | $328iApproximate average salary by contribution assumption: employee only about $8,196 at 4% or $5,464 at 6%; with 50% employer match about $5,464 at 4% or $3,643 at 6%; with 100% employer match about $4,098 at 4% or $2,732 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 165 | $1,739,281 | $54,094 | $328iApproximate average salary by contribution assumption: employee only about $8,196 at 4% or $5,464 at 6%; with 50% employer match about $5,464 at 4% or $3,643 at 6%; with 100% employer match about $4,098 at 4% or $2,732 at 6%. |
| 2009 | 1 | 169 | $1,971,746 | $100,000 | $592iApproximate average salary by contribution assumption: employee only about $14,793 at 4% or $9,862 at 6%; with 50% employer match about $9,862 at 4% or $6,575 at 6%; with 100% employer match about $7,396 at 4% or $4,931 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 169 | $1,971,746 | $100,000 | $592iApproximate average salary by contribution assumption: employee only about $14,793 at 4% or $9,862 at 6%; with 50% employer match about $9,862 at 4% or $6,575 at 6%; with 100% employer match about $7,396 at 4% or $4,931 at 6%. |
| 2008 | 1 | 181 | $0 | $0 | - |
| The Heartley Company Pension Plan and Trust | - | 181 | - | - | - |
| 2007 | 1 | 171 | $2,331,499 | $189,895 | $1,110iApproximate average salary by contribution assumption: employee only about $27,762 at 4% or $18,508 at 6%; with 50% employer match about $18,508 at 4% or $12,339 at 6%; with 100% employer match about $13,881 at 4% or $9,254 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 171 | $2,331,499 | $189,895 | $1,110iApproximate average salary by contribution assumption: employee only about $27,762 at 4% or $18,508 at 6%; with 50% employer match about $18,508 at 4% or $12,339 at 6%; with 100% employer match about $13,881 at 4% or $9,254 at 6%. |
| 2006 | 1 | 203 | $2,154,486 | $284,438 | $1,401iApproximate average salary by contribution assumption: employee only about $35,029 at 4% or $23,353 at 6%; with 50% employer match about $23,353 at 4% or $15,569 at 6%; with 100% employer match about $17,515 at 4% or $11,676 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 203 | $2,154,486 | $284,438 | $1,401iApproximate average salary by contribution assumption: employee only about $35,029 at 4% or $23,353 at 6%; with 50% employer match about $23,353 at 4% or $15,569 at 6%; with 100% employer match about $17,515 at 4% or $11,676 at 6%. |
| 2005 | 1 | 196 | $1,783,029 | $269,337 | $1,374iApproximate average salary by contribution assumption: employee only about $34,354 at 4% or $22,903 at 6%; with 50% employer match about $22,903 at 4% or $15,269 at 6%; with 100% employer match about $17,177 at 4% or $11,451 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 196 | $1,783,029 | $269,337 | $1,374iApproximate average salary by contribution assumption: employee only about $34,354 at 4% or $22,903 at 6%; with 50% employer match about $22,903 at 4% or $15,269 at 6%; with 100% employer match about $17,177 at 4% or $11,451 at 6%. |
| 2004 | 1 | 197 | $1,464,679 | $235,421 | $1,195iApproximate average salary by contribution assumption: employee only about $29,876 at 4% or $19,917 at 6%; with 50% employer match about $19,917 at 4% or $13,278 at 6%; with 100% employer match about $14,938 at 4% or $9,959 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 197 | $1,464,679 | $235,421 | $1,195iApproximate average salary by contribution assumption: employee only about $29,876 at 4% or $19,917 at 6%; with 50% employer match about $19,917 at 4% or $13,278 at 6%; with 100% employer match about $14,938 at 4% or $9,959 at 6%. |
| 2003 | 1 | 200 | $1,219,480 | $273,000 | $1,365iApproximate average salary by contribution assumption: employee only about $34,125 at 4% or $22,750 at 6%; with 50% employer match about $22,750 at 4% or $15,167 at 6%; with 100% employer match about $17,063 at 4% or $11,375 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 200 | $1,219,480 | $273,000 | $1,365iApproximate average salary by contribution assumption: employee only about $34,125 at 4% or $22,750 at 6%; with 50% employer match about $22,750 at 4% or $15,167 at 6%; with 100% employer match about $17,063 at 4% or $11,375 at 6%. |
| 2002 | 1 | 187 | $863,562 | $154,154 | $824iApproximate average salary by contribution assumption: employee only about $20,609 at 4% or $13,739 at 6%; with 50% employer match about $13,739 at 4% or $9,159 at 6%; with 100% employer match about $10,304 at 4% or $6,870 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 187 | $863,562 | $154,154 | $824iApproximate average salary by contribution assumption: employee only about $20,609 at 4% or $13,739 at 6%; with 50% employer match about $13,739 at 4% or $9,159 at 6%; with 100% employer match about $10,304 at 4% or $6,870 at 6%. |
| 2001 | 1 | 141 | $871,828 | $94,205 | $668iApproximate average salary by contribution assumption: employee only about $16,703 at 4% or $11,135 at 6%; with 50% employer match about $11,135 at 4% or $7,424 at 6%; with 100% employer match about $8,352 at 4% or $5,568 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 141 | $871,828 | $94,205 | $668iApproximate average salary by contribution assumption: employee only about $16,703 at 4% or $11,135 at 6%; with 50% employer match about $11,135 at 4% or $7,424 at 6%; with 100% employer match about $8,352 at 4% or $5,568 at 6%. |
| 2000 | 1 | 108 | $964,494 | $86,753 | $803iApproximate average salary by contribution assumption: employee only about $20,082 at 4% or $13,388 at 6%; with 50% employer match about $13,388 at 4% or $8,925 at 6%; with 100% employer match about $10,041 at 4% or $6,694 at 6%. |
| The Heartley Company Pension Plan and Trust | - | 108 | $964,494 | $86,753 | $803iApproximate average salary by contribution assumption: employee only about $20,082 at 4% or $13,388 at 6%; with 50% employer match about $13,388 at 4% or $8,925 at 6%; with 100% employer match about $10,041 at 4% or $6,694 at 6%. |
| 1999 | 1 | 0 | $0 | $0 | - |
| The Heartley Company Pension Plan and Trust | - | 0 | - | - | - |