401(k) · DOL Form 5500 · 2022

Hilliard Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$980K
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$326,657
Avg per participant High balance/head
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Official DOL plan name: Hilliard Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Hilliard Investments, Inc. · Florida · Finance & Insurance

$980K in assets, 3 participants

Hilliard Investments, Inc.'s Hilliard Investments, Inc. 401(k) Profit Sharing Plan reported $980K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,510 in Finance & Insurance (9,261 peers)

Hilliard Investments, Inc. multi-year trail

Hilliard Investments, Inc.'s plans moved -40.7% in assets from 2022 to 2024; this filing shows Hilliard Investments, Inc. 401(k) Profit Sharing Plan at $980K / 3 participants.

#1,510
in Finance & Insurance (9,261 peers)
-4.3%
assets change YoY

The plan reported a net loss of $44K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hilliard Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Hilliard Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$979,971 25th percentile higher than 25% 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

Hilliard Investments, Inc. 401(k) Profit Sharing 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. Hilliard Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 471568398 · Hilliard Investments, Inc. PY 2022 · 401(k)

Hilliard Investments, Inc. 401(k) Profit Sharing Plan · $980K · 3 · 25th

  • RANK $980K
  • PHOTO 3
  • IND 25th
  • EOY 401(k)
  • 5500 near Amplifiedag 401(k) Plan
  • ASSETS ind #1510

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 Finance & Insurance retirement plans → · Plans in Florida →

Hilliard Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Hilliard Investments, Inc. 401(k) Profit Sharing PlanHilliard Investments, Inc. 4…$980KAmplifiedag 401(k) Plan$980KQuinn L. Lundberg, Jr. Profit Sharing PlanQuinn L. Lundberg, Jr. Profi…$980KThe Mega Force Staffing Group, Inc. & Affiliates 401(k) PlanThe Mega Force Staffing Grou…$980KIb3 Global Solutions 401(k) PlanIb3 Global Solutions 401(k) …$980K
End-of-year total assets ($M) among Hilliard Investments, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hilliard Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hilliard Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$581K 40.67702003426632% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.98M $0.58M ▼ -40.8%
Year Plans Participants Total Assets
2022 1 3 $980K
2023 1 3 $391K
2024 1 3 $581K

Hilliard Investments, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$980K
Net Income-$44K
Employer EIN471568398
Plan Effective Date2014-08-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Hilliard Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Hilliard Investments, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000979971 · Participants: 3Hilliard Investments, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Hilliard Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Hilliard Investments, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hilliard Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Amplifiedag 401(k) Plan in SC ($980K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($980K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Hilliard Investments, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Hilliard Investments, Inc. 401(k) Profit Sharing Plan edged down modestly - down 4.3% during 2022, from $1M to $980K. Reported net income was -$44K.
How have Hilliard Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hilliard Investments, Inc.'s sponsor-wide assets declined 40.7%, from $980K to $581K.
Where does Hilliard Investments, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hilliard Investments, Inc. 401(k) Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Hilliard Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amplifiedag 401(k) Plan in SC ($980K, 119 participants).
Which 401(k) plans cover a similar participant headcount to Hilliard Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, 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 471568398.

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.