401(k) · DOL Form 5500 · 2022

L. a. Hearne Company 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
96
Participants Small participant base
58th
Percentile by assets National rank
$73,906
Avg per participant Below avg balance/head
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Official DOL plan name: L. a. Hearne Company 401(k) Plan and Trust · Sponsored by L. a. Hearne Company · California · Wholesale Trade

$7M in assets, 96 participants

L. a. Hearne Company's L. a. Hearne Company 401(k) Plan and Trust reported $7M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,278 in Wholesale Trade (6,843 peers)

L. a. Hearne Company multi-year trail

L. a. Hearne Company's plans moved +21.1% in assets from 2022 to 2023; this filing shows L. a. Hearne Company 401(k) Plan and Trust at $7M / 96 participants.

#3,278
in Wholesale Trade (6,843 peers)
-18.1%
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.

L. a. Hearne Company 401(k) Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

L. a. Hearne Company 401(k) Plan and Trust vs every filed plan by assets

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

$7,094,971 Top 42% higher than 58% 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

L. a. Hearne Company 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. L. a. Hearne Company 401(k) Plan and Trust is a small filing (96 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 941572509 · L. a. Hearne Company PY 2022 · 401(k)

L. a. Hearne Company 401(k) Plan and Trust · $7M · 96 · 58th

  • ASSETS $7M
  • PCT 96
  • EIN 58th
  • RANK 401(k)
  • PHOTO near Emc Engineering 401(k) Profit Sharing Plan
  • IND ind #3278

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 Wholesale Trade retirement plans → · Plans in California →

L. a. Hearne Company 401(k) Plan and Trust in the asset neighbourhood

Emc Engineering 401(k) Profit Sharing PlanEmc Engineering 401(k) Profi…$7MInnovative Solutions Unlimited 401(k) Retirement PlanInnovative Solutions Unlimit…$7ML. a. Hearne Company 401(k) Plan and TrustL. a. Hearne Company 401(k) …$7MJohn Christner Trucking, Inc. Profit Sharing and 401(k) PlanJohn Christner Trucking, Inc…$7MBonten Media Group Inc. Employee Retirement Savings PlanBonten Media Group Inc. Empl…$7M
End-of-year total assets ($M) among L. a. Hearne Company 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

L. a. Hearne Company multi-year asset trail

Sponsor-wide plan assets over time

All L. a. Hearne Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 21.114011600611192% vs 2022
2023 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 20222023 $7.09M $8.59M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 96 $7M
2023 1 82 $9M

L. a. Hearne Company filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN941572509
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

L. a. Hearne Company 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants L. a. Hearne Company 401(k) Plan and Trust, Total assets ($B): 0.007094971 · Participants: 96L. a. Hearne Company 401(k) Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
L. a. Hearne Company 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare L. a. Hearne Company 401(k) Plan and Trust side-by-side with 3 peers →

L. a. Hearne Company 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Emc Engineering 401(k) Profit Sharing Plan in AK ($7M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 L. a. Hearne Company 401(k) Plan and Trust assets move in 2022? ▼
L. a. Hearne Company 401(k) Plan and Trust declined sharply - down 18.1% during 2022, from $9M to $7M. Reported net income was -$2M.
How have L. a. Hearne Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), L. a. Hearne Company's sponsor-wide assets grew 21.1%, from $7M to $9M.
Which 401(k) plans are similar in size to L. a. Hearne Company 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Emc Engineering 401(k) Profit Sharing Plan in AK ($7M, 32 participants).
Which 401(k) plans cover a similar participant headcount to L. a. Hearne Company 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants, $46K 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 941572509.

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.