401(k) · DOL Form 5500 · 2022
Hoeppner Wagner and Evans LLP 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $245,390
- Avg per participant Above avg balance/head
Official DOL plan name: Hoeppner Wagner and Evans LLP Savings and Investment Plan · Sponsored by Hoeppner Wagner and Evans LLP · Indiana · Professional & Technical Services
$5M in assets, 22 participants
Hoeppner Wagner and Evans LLP's Hoeppner Wagner and Evans LLP Savings and Investment Plan reported $5M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,780 in Professional & Technical Services (21,562 peers)
2022 asset change
Hoeppner Wagner and Evans LLP Savings and Investment Plan declined sharply 28.9% in 2022 ($8M → $5M) for 22 participants.
- #10,780
- in Professional & Technical Services (21,562 peers)
- -28.9%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hoeppner Wagner and Evans LLP Savings and Investment Plan's mid-pack asset rank among Professional & Technical Services and all filers
Hoeppner Wagner and Evans LLP Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,398,582 Top 48% higher than 52% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Hoeppner Wagner and Evans LLP Savings and Investment Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hoeppner Wagner and Evans LLP Savings and Investment Plan is a small filing (22 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 351380768 · Hoeppner Wagner and Evans LLP PY 2022 · 401(k)
Hoeppner Wagner and Evans LLP Savings and Investment Plan · $5M · 22 · 52nd
- TYPE $5M
- TYPE 22
- TYPE 52nd
- TYPE 401(k)
- TYPE near Stumptown Coffee 401(k) Plan
- TYPE ind #10780
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 Indiana →
Hoeppner Wagner and Evans LLP Savings and Investment Plan in the asset neighbourhood
Hoeppner Wagner and Evans LLP years around the 2022 move
Sponsor-wide plan assets over time
All Hoeppner Wagner and Evans LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 0.7457513843450002% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $5M |
| 2023 | 1 | 17 | $6M |
| 2024 | 1 | 12 | $5M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 351380768 |
| Plan Effective Date | 1978-03-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Hoeppner Wagner and Evans LLP Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Stumptown Coffee 401(k) Plan in OR ($5M); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Stumptown Coffee 401(k) Plan (OR) $5M · 212
- Woods Peacock Engineering Consultants 401(k) Plan (VA) $5M · 12
- Ses 401(k) Plan (NE) $5M · 111
- Aecon Pacific Northwest Inc. Retirement Plan (WA) $5M · 65
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Bi-Lo Distributors, Ltd. 401(k) Plan (NY) 22 · 0 off
- Bei 401(k) Plan (ID) 22 · 0 off
- Mcworth Management Company (TN) 22 · 0 off
- Community State Bankshares, Inc. Employee Stock Ownership Plan (CO) 22 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.