401(k) · DOL Form 5500 · 2022

Hortancia Puthumana Md LLC 401(k) Plan

Data updated 2026-08-25

$131K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$131,057
Avg per participant Near avg balance/head
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Official DOL plan name: Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Hortancia Puthumana Md LLC · Wisconsin · Healthcare & Social Assistance

$131K in assets, 1 participants

Hortancia Puthumana Md LLC's Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust reported $131K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,043 in Healthcare & Social Assistance (20,060 peers)

Hortancia Puthumana Md LLC multi-year trail

Hortancia Puthumana Md LLC's plans moved +72.1% in assets from 2022 to 2024; this filing shows Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust at $131K / 1 participant.

#1,043
in Healthcare & Social Assistance (20,060 peers)
+42.0%
assets growth YoY

Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$131,057 8th percentile higher than 8% of 139,123 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 2022

Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 823958259 · Hortancia Puthumana Md LLC PY 2022 · 401(k)

Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust · $131K · 1 · 8th

  • IND $131K
  • EOY 1
  • 5500 8th
  • ASSETS 401(k)
  • PCT near Returns Distribution Specialists LLC Safe Harbor 401(k) Plan
  • EIN ind #1043

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 Wisconsin →

Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & TrustHortancia Puthumana Md LLC 4…$131KReturns Distribution Specialists LLC Safe Harbor 401(k) PlanReturns Distribution Special…$131KGambit Communications Inc 401(k) Profit Sharing Plan & TrustGambit Communications Inc 40…$131KDistrict Barre, Inc. 401(k) PlanDistrict Barre, Inc. 401(k) …$131KThe Holeman Group, Inc. 401(k) Profit Sharing PlanThe Holeman Group, Inc. 401(…$131K
End-of-year total assets ($M) among Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hortancia Puthumana Md LLC multi-year asset trail

Sponsor-wide plan assets over time

All Hortancia Puthumana Md LLC plans reported in each filing year

Latest sponsor-wide plan assets
$225K 72.05567043347551% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M 202220232024 $0.13M $0.23M ▲ +76.9%
Year Plans Participants Total Assets
2022 1 1 $131K
2023 1 1 $173K
2024 1 1 $225K

Hortancia Puthumana Md LLC filing trail (2022)

Total Assets (Beginning of Year)$92K
Net Assets (End of Year)$131K
Net Income$39K
Employer EIN823958259
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000131057 · Participants: 1Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & TrustJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Returns Distribution Specialists LLC Safe Harbor 401(k) Plan in TN ($131K); by covered participants it is Steven a Root Enterprises, Inc. 401 K Plan in IA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust surged - up 42.0% during 2022, from $92K to $131K. Reported net income was $39K.
How have Hortancia Puthumana Md LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hortancia Puthumana Md LLC's sponsor-wide assets grew 72.1%, from $131K to $225K.
Where does Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Returns Distribution Specialists LLC Safe Harbor 401(k) Plan in TN ($131K, 16 participants).
Which 401(k) plans cover a similar participant headcount to Hortancia Puthumana Md LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Steven a Root Enterprises, Inc. 401 K Plan in IA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 823958259.

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.