401(k) · DOL Form 5500 · 2022

Huggins & Company Cpa PA 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
34th
Percentile by assets National rank
$248,876
Avg per participant Above avg balance/head
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Official DOL plan name: Huggins & Company Cpa PA 401(k)Safe Harbor Plan · Sponsored by Huggins & Company Cpa PA · North Carolina · Professional & Technical Services

$2M in assets, 8 participants

Huggins & Company Cpa PA's Huggins & Company Cpa PA 401(k)Safe Harbor Plan reported $2M in total assets and 8 participants in its 2022 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.

  • #6,535 in Professional & Technical Services (21,562 peers)

Huggins & Company Cpa PA multi-year trail

Huggins & Company Cpa PA's plans moved +68.0% in assets from 2022 to 2024; this filing shows Huggins & Company Cpa PA 401(k)Safe Harbor Plan at $2M / 8 participants.

#6,535
in Professional & Technical Services (21,562 peers)
-25.9%
assets change YoY

The plan reported a net loss of $697K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Huggins & Company Cpa PA 401(k)Safe Harbor Plan's mid-pack asset rank among Professional & Technical Services and all filers

Huggins & Company Cpa PA 401(k)Safe Harbor Plan vs every filed plan by assets

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

$1,991,010 34th percentile higher than 34% 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

Huggins & Company Cpa PA 401(k)Safe Harbor Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Huggins & Company Cpa PA 401(k)Safe Harbor Plan is a micro filing (8 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 561529205 · Huggins & Company Cpa PA PY 2022 · 401(k)

Huggins & Company Cpa PA 401(k)Safe Harbor Plan · $2M · 8 · 34th

  • PCT $2M
  • PCT 8
  • PCT 34th
  • PCT 401(k)
  • PCT near Technicon Systems 401(k) Profit Sharing Plan
  • PCT ind #6535

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Huggins & Company Cpa PA 401(k)Safe Harbor Plan in the asset neighbourhood

Huggins & Company Cpa PA 401(k)Safe Harbor PlanHuggins & Company Cpa PA 401…$2MTechnicon Systems 401(k) Profit Sharing PlanTechnicon Systems 401(k) Pro…$2MWire Experts Group, Inc. 401(k) PlanWire Experts Group, Inc. 401…$2MRegatta Capital Group 401(k) P/S PlanRegatta Capital Group 401(k)…$2MSpaca, Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Huggins & Company Cpa PA 401(k)Safe Harbor Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Huggins & Company Cpa PA multi-year asset trail

Sponsor-wide plan assets over time

All Huggins & Company Cpa PA plans reported in each filing year

Latest sponsor-wide plan assets
$3M 68.03582101546452% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.99M $3.35M ▲ +68.3%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 8 $3M
2024 1 8 $3M

Huggins & Company Cpa PA filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$697K
Employer EIN561529205
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Huggins & Company Cpa PA 401(k)Safe Harbor Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Huggins & Company Cpa PA 401(k)Safe Harbor Plan, Total assets ($B): 0.00199101 · Participants: 8Huggins & Company Cpa PA 401(k)Safe Harbor PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Huggins & Company Cpa PA 401(k)Safe Harbor Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Huggins & Company Cpa PA 401(k)Safe Harbor Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Technicon Systems 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); 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 Huggins & Company Cpa PA 401(k)Safe Harbor Plan assets move in 2022?
Huggins & Company Cpa PA 401(k)Safe Harbor Plan declined sharply - down 25.9% during 2022, from $3M to $2M. Reported net income was -$697K.
How have Huggins & Company Cpa PA plan assets changed over time?
Across 3 plan years on file (2022-2024), Huggins & Company Cpa PA's sponsor-wide assets grew 68.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Huggins & Company Cpa PA 401(k)Safe Harbor Plan?
Among 401(k) plans in other states, the closest by assets is Technicon Systems 401(k) Profit Sharing Plan in CA ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Huggins & Company Cpa PA 401(k)Safe Harbor Plan?
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K in assets).