How big is HESS Financial's plan?

HESS Financial's plan reported $339K in assets and 6 participants for 2024.

Original filing (PDF)20250121074726NAL0005986770001

HESS Financial

Name: HESS Financial — HESS Financial 401(k) Plan, Form 5500 (2024)
Creator: HESS Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HESS Financial 401(k) Plan

401(k) retirement plan · HESS Financial's HESS Financial 401(k) Plan held $339K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$339K

Net assets (EOY)

$339K

Plan identifiers

HESS Financial's EIN is 45-3908059.

EIN 45-3908059

Plan number 001

Plan year 2024

ACK ID 20250121074726NAL0005986770001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HESS Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HESS Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HESS FINANCIAL.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HESS FINANCIAL

EIN

all filings

Address

380 E. MARKET STREET · HARRISONBURG, VA · 22801

Phone

(540) 246-0211

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-01-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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