401(k) · DOL Form 5500 · 2022

Hodge Insurance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$136K
Total assets Small plan by assets
2
Participants Small participant base
8th
Percentile by assets National rank
$68,004
Avg per participant Below avg balance/head
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Official DOL plan name: Hodge Investments and Insurance Group Retirement Plan · Sponsored by Hodge Insurance Group, Inc. · Illinois · Finance & Insurance

$136K in assets, 2 participants

Hodge Insurance Group, Inc.'s Hodge Investments and Insurance Group Retirement Plan reported $136K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

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

Hodge Insurance Group, Inc. multi-year trail

Hodge Insurance Group, Inc.'s plans moved +168.8% in assets from 2022 to 2024; this filing shows Hodge Investments and Insurance Group Retirement Plan at $136K / 2 participants.

#460
in Finance & Insurance (9,261 peers)
-33.9%
assets change YoY

The plan reported a net loss of $70K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hodge Investments and Insurance Group Retirement Plan among the smaller filed plans by assets

Hodge Investments and Insurance Group Retirement Plan vs every filed plan by assets

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

$136,007 8th percentile higher than 8% 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

Hodge Investments and Insurance Group Retirement 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. Hodge Investments and Insurance Group Retirement Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 831153358 · Hodge Insurance Group, Inc. PY 2022 · 401(k)

Hodge Investments and Insurance Group Retirement Plan · $136K · 2 · 8th

  • EBSA $136K
  • EBSA 2
  • EBSA 8th
  • EBSA 401(k)
  • EBSA near Dayton Labs, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #460

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 Illinois →

Hodge Investments and Insurance Group Retirement Plan in the asset neighbourhood

Hodge Investments and Insurance Group Retirement PlanHodge Investments and Insura…$136KDayton Labs, Inc. 401(k) Profit Sharing PlanDayton Labs, Inc. 401(k) Pro…$136KCarlyle Senior Care Retirement Savings PlanCarlyle Senior Care Retireme…$136K927 Venture, Inc. 401(k) Profit Sharing Plan927 Venture, Inc. 401(k) Pro…$136KBjfk Profit Sharing and 401(k) PlanBjfk Profit Sharing and 401(…$136K
End-of-year total assets ($M) among Hodge Investments and Insurance Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hodge Insurance Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hodge Insurance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$366K 168.8332218194652% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.14M $0.37M ▲ +164.3%
Year Plans Participants Total Assets
2022 1 2 $136K
2023 1 2 $459K
2024 1 5 $366K

Hodge Insurance Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$206K
Net Assets (End of Year)$136K
Net Income-$70K
Employer EIN831153358
Plan Effective Date2018-07-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Hodge Investments and Insurance Group Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Hodge Investments and Insurance Group Retirement Plan, Total assets ($B): 0.000136007 · Participants: 2Hodge Investments and Insurance Group Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Hodge Investments and Insurance Group Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Hodge Investments and Insurance Group Retirement Plan side-by-side with 3 peers →

Hodge Investments and Insurance Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Dayton Labs, Inc. 401(k) Profit Sharing Plan in OH ($136K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Hodge Investments and Insurance Group Retirement Plan assets move in 2022? ▼
Hodge Investments and Insurance Group Retirement Plan contracted severely - down 33.9% during 2022, from $206K to $136K. Reported net income was -$70K.
How have Hodge Insurance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hodge Insurance Group, Inc.'s sponsor-wide assets grew 168.8%, from $136K to $366K.
Where does Hodge Investments and Insurance Group Retirement Plan rank by assets among Form 5500 filers? ▼
Hodge Investments and Insurance Group Retirement Plan ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Hodge Investments and Insurance Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dayton Labs, Inc. 401(k) Profit Sharing Plan in OH ($136K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Hodge Investments and Insurance Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 831153358.

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.