401(k) · DOL Form 5500 · 2022

Hdl Coren & Cone 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
35th
Percentile by assets National rank
$142,892
Avg per participant Near avg balance/head
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Official DOL plan name: Hdl Coren & Cone 401(k) Profit Sharing Plan · Sponsored by Hdl Coren & Cone · California · Professional & Technical Services

$2M in assets, 15 participants

Hdl Coren & Cone's Hdl Coren & Cone 401(k) Profit Sharing Plan reported $2M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,799 in Professional & Technical Services (21,562 peers)

Hdl Coren & Cone multi-year trail

Hdl Coren & Cone's plans moved +45.9% in assets from 2022 to 2024; this filing shows Hdl Coren & Cone 401(k) Profit Sharing Plan at $2M / 15 participants.

#6,799
in Professional & Technical Services (21,562 peers)
-27.6%
assets change YoY

The plan reported a net loss of $815K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hdl Coren & Cone 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hdl Coren & Cone 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,143,382 35th percentile higher than 35% 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

Hdl Coren & Cone 401(k) Profit Sharing 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. Hdl Coren & Cone 401(k) Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 954398586 · Hdl Coren & Cone PY 2022 · 401(k)

Hdl Coren & Cone 401(k) Profit Sharing Plan · $2M · 15 · 35th

  • ASSETS $2M
  • ASSETS 15
  • ASSETS 35th
  • ASSETS 401(k)
  • ASSETS near Fsellc Employees 401(k) Plan
  • ASSETS ind #6799

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 California →

Hdl Coren & Cone 401(k) Profit Sharing Plan in the asset neighbourhood

Hdl Coren & Cone 401(k) Profit Sharing PlanHdl Coren & Cone 401(k) Prof…$2MFsellc Employees 401(k) Plan$2MBullyan Trailer Sales 401(k) & Profit Sharing PlanBullyan Trailer Sales 401(k)…$2MSti Firearms 401(k) Plan$2MHighroad Press, LLC 401(k) PlanHighroad Press, LLC 401(k) P…$2M
End-of-year total assets ($M) among Hdl Coren & Cone 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hdl Coren & Cone multi-year asset trail

Sponsor-wide plan assets over time

All Hdl Coren & Cone plans reported in each filing year

Latest sponsor-wide plan assets
$17M 45.88652986463374% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16.8M ▲ +45.9%
Year Plans Participants Total Assets
2022 2 27 $11M
2023 2 24 $13M
2024 2 26 $17M

Hdl Coren & Cone filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$815K
Employer EIN954398586
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Hdl Coren & Cone 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hdl Coren & Cone 401(k) Profit Sharing Plan, Total assets ($B): 0.002143382 · Participants: 15Hdl Coren & Cone 401(k) Profit Sharing PlanWells 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
Hdl Coren & Cone 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hdl Coren & Cone 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hdl Coren & Cone 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fsellc Employees 401(k) Plan in NV ($2M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 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 (15 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 Hdl Coren & Cone 401(k) Profit Sharing Plan assets move in 2022? ▼
Hdl Coren & Cone 401(k) Profit Sharing Plan declined sharply - down 27.6% during 2022, from $3M to $2M. Reported net income was -$815K.
How have Hdl Coren & Cone plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hdl Coren & Cone's sponsor-wide assets grew 45.9%, from $11M to $17M.
Which 401(k) plans are similar in size to Hdl Coren & Cone 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fsellc Employees 401(k) Plan in NV ($2M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Hdl Coren & Cone 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants, $526K 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 954398586.

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.