401(k) · DOL Form 5500 · 2022

Hooper, Lundy & Bookman, P.C. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
98
Participants Small participant base
86th
Percentile by assets National rank
$412,156
Avg per participant High balance/head
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Official DOL plan name: Hooper, Lundy & Bookman, Inc. 401(k) Plan · Sponsored by Hooper, Lundy & Bookman, P.C. · California · Professional & Technical Services

$40M in assets, 98 participants

Hooper, Lundy & Bookman, P.C.'s Hooper, Lundy & Bookman, Inc. 401(k) Plan reported $40M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #18,774 in Professional & Technical Services (21,562 peers)

Where Hooper, Lundy & Bookman, Inc. 401(k) Plan sits by assets

Hooper, Lundy & Bookman, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 98 participants (~$412,156/participant), down 19.8% in 2022.

#18,774
in Professional & Technical Services (21,562 peers)
-19.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hooper, Lundy & Bookman, Inc. 401(k) Plan's outsized position by total assets

Hooper, Lundy & Bookman, Inc. 401(k) Plan vs every filed plan by assets

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

$40,391,320 Top 14% higher than 86% 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

Hooper, Lundy & Bookman, Inc. 401(k) 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. Hooper, Lundy & Bookman, Inc. 401(k) Plan is a small filing (98 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 954109805 · Hooper, Lundy & Bookman, P.C. PY 2022 · 401(k)

Hooper, Lundy & Bookman, Inc. 401(k) Plan · $40M · 98 · 86th

  • BOY $40M
  • BOY 98
  • BOY 86th
  • BOY 401(k)
  • BOY near Georgian Bay 401(k) Plan
  • BOY ind #18774

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 →

Hooper, Lundy & Bookman, Inc. 401(k) Plan in the asset neighbourhood

Hooper, Lundy & Bookman, Inc. 401(k) PlanHooper, Lundy & Bookman, Inc…$40MGeorgian Bay 401(k) Plan$40MFesco, Ltd. 401(k) Plan$40MGeneral Physician, P. C. 401(k) PlanGeneral Physician, P. C. 401…$40MDlb Associates 401(k) Savings and Investment PlanDlb Associates 401(k) Saving…$40M
End-of-year total assets ($M) among Hooper, Lundy & Bookman, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$40M
Net Income-$10M
Employer EIN954109805
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hooper, Lundy & Bookman, P.C.)

Sponsor-wide plan assets over time

All Hooper, Lundy & Bookman, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 36.192107611239244% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.4M $55M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 98 $40M
2023 1 94 $48M
2024 1 98 $55M

Nearby 401(k) Plans in California

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

Hooper, Lundy & Bookman, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hooper, Lundy & Bookman, Inc. 401(k) Plan, Total assets ($B): 0.04039132 · Participants: 98Hooper, Lundy & Bookman, Inc. 401(k) 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
Hooper, Lundy & Bookman, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hooper, Lundy & Bookman, Inc. 401(k) Plan side-by-side with 3 peers →

Hooper, Lundy & Bookman, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Georgian Bay 401(k) Plan in NY ($40M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Hooper, Lundy & Bookman, Inc. 401(k) Plan assets move in 2022? ▼
Hooper, Lundy & Bookman, Inc. 401(k) Plan declined sharply - down 19.8% during 2022, from $50M to $40M. Reported net income was -$10M.
How have Hooper, Lundy & Bookman, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hooper, Lundy & Bookman, P.C.'s sponsor-wide assets grew 36.2%, from $40M to $55M.
Where does Hooper, Lundy & Bookman, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Hooper, Lundy & Bookman, Inc. 401(k) Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hooper, Lundy & Bookman, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Georgian Bay 401(k) Plan in NY ($40M, 917 participants).
Which 401(k) plans cover a similar participant headcount to Hooper, Lundy & Bookman, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sierra7 401(k) Plan in VA (98 participants, N/A 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 954109805.

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.