401(k) · DOL Form 5500 · 2022

Engle-Hambright & Davies, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
114
Participants Small participant base
73rd
Percentile by assets National rank
$131,878
Avg per participant Near avg balance/head
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Official DOL plan name: Engle-Hambright & Davies, Inc. 401(k) Retirement Plan · Sponsored by Engle-Hambright & Davies, Inc. · Pennsylvania · Finance & Insurance

$15M in assets, 114 participants

Engle-Hambright & Davies, Inc.'s Engle-Hambright & Davies, Inc. 401(k) Retirement Plan reported $15M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,324 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Engle-Hambright & Davies, Inc. 401(k) Retirement Plan covers 114 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $15M.

#5,324
in Finance & Insurance (9,261 peers)
-18.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Engle-Hambright & Davies, Inc. 401(k) Retirement Plan's outsized position by total assets

Engle-Hambright & Davies, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$15,034,131 Top 27% higher than 73% 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

Engle-Hambright & Davies, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Engle-Hambright & Davies, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (114 participants).

Published 5500 schedule card

Filing strip 230558310 · Engle-Hambright & Davies, Inc. PY 2022 · 401(k)

Engle-Hambright & Davies, Inc. 401(k) Retirement Plan · $15M · 114 · 73rd

  • EBSA $15M
  • EBSA 114
  • EBSA 73rd
  • EBSA 401(k)
  • EBSA near Vanguard Furniture Co., Inc. Employees' Retirement Savings Plan
  • EBSA ind #5324

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 Pennsylvania →

Engle-Hambright & Davies, Inc. 401(k) Retirement Plan in the asset neighbourhood

Bayard, P.a. 401(k) Plan$15MEngle-Hambright & Davies, Inc. 401(k) Retirement PlanEngle-Hambright & Davies, In…$15MVanguard Furniture Co., Inc. Employees' Retirement Savings PlanVanguard Furniture Co., Inc.…$15MClean Slate Centers 401(k) PlanClean Slate Centers 401(k) P…$15MSs8 Networks 401(k) Plan$15M
End-of-year total assets ($M) among Engle-Hambright & Davies, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN230558310
Plan Effective Date1952-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engle-Hambright & Davies, Inc.)

Sponsor-wide plan assets over time

All Engle-Hambright & Davies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 36.70212797799886% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15M $20.6M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 114 $15M
2023 1 121 $19M
2024 1 125 $21M

Nearby 401(k) Plans in Pennsylvania

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

Engle-Hambright & Davies, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Engle-Hambright & Davies, Inc. 401(k) Retirement Plan, Total assets ($B): 0.015034131 · Participants: 114Engle-Hambright & Davies, Inc. 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Engle-Hambright & Davies, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Engle-Hambright & Davies, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Engle-Hambright & Davies, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Vanguard Furniture Co., Inc. Employees' Retirement Savings Plan in NC ($15M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Engle-Hambright & Davies, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Engle-Hambright & Davies, Inc. 401(k) Retirement Plan declined sharply - down 18.1% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Engle-Hambright & Davies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engle-Hambright & Davies, Inc.'s sponsor-wide assets grew 36.7%, from $15M to $21M.
Which 401(k) plans are similar in size to Engle-Hambright & Davies, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vanguard Furniture Co., Inc. Employees' Retirement Savings Plan in NC ($15M, 595 participants).
Which 401(k) plans cover a similar participant headcount to Engle-Hambright & Davies, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants, $288K 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 230558310.

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.