401(k) · DOL Form 5500 · 2022
Hill Wealth Management, LLC 401(k) Plan
Data updated 2026-08-25
- $615K
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $68,289
- Avg per participant Below avg balance/head
Official DOL plan name: Hill Wealth Management, LLC 401(k) Plan · Sponsored by Hill Wealth Management, LLC · Alabama · Finance & Insurance
$615K in assets, 9 participants
Hill Wealth Management, LLC's Hill Wealth Management, LLC 401(k) Plan reported $615K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #1,192 in Finance & Insurance (9,261 peers)
Hill Wealth Management, LLC multi-year trail
Hill Wealth Management, LLC's plans moved +38.7% in assets from 2022 to 2024; this filing shows Hill Wealth Management, LLC 401(k) Plan at $615K / 9 participants.
- #1,192
- in Finance & Insurance (9,261 peers)
- +100.7%
- assets growth YoY
Hill Wealth Management, LLC 401(k) Plan among the smaller filed plans by assets
Hill Wealth Management, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$614,598 20th percentile higher than 20% 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
Hill Wealth Management, LLC 401(k) 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. Hill Wealth Management, LLC 401(k) Plan is a micro filing (9 participants), the leftmost band.
DOL schedule card
Filing strip 452345688 · Hill Wealth Management, LLC PY 2022 · 401(k)
Hill Wealth Management, LLC 401(k) Plan · $615K · 9 · 20th
- PHOTO $615K
- IND 9
- EOY 20th
- 5500 401(k)
- ASSETS near Kearney Building 1 Inc. 401(k) Plan
- PCT ind #1192
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 Alabama →
Hill Wealth Management, LLC 401(k) Plan in the asset neighbourhood
Hill Wealth Management, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Hill Wealth Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $853K 38.749556620750475% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $615K |
| 2023 | 1 | 11 | $773K |
| 2024 | 1 | 14 | $853K |
Hill Wealth Management, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $306K |
|---|---|
| Net Assets (End of Year) | $615K |
| Net Income | $308K |
| Employer EIN | 452345688 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Hill Wealth Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Kearney Building 1 Inc. 401(k) Plan in FL ($615K); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($615K here).
- Kearney Building 1 Inc. 401(k) Plan (FL) $615K · 4
- V3 Electric Inc 401(k) Plan (CA) $615K · 199
- Bulldog Industries, Inc. 401(k) Plan (NC) $615K · 2
- Flyht Inc. 401(k) Plan (CO) $615K · 11
Similar participant headcount
Nearest other-state filings by covered participants (9 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.