401(k)
2022 plan-year 401(k) DOL Form 5500

Hedrick Gardner Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Hedrick Gardner Kincheloe & Garofalo, LLP · North Carolina · Professional & Technical Services

What the 2023 filing shows

Hedrick Gardner Retirement Savings Plan holds $38M for 186 participants — about $206,680 per participant, down 14.7% over the 2022 plan year.

$38M
total plan assets (2022 EOY)
186
covered participants
$206,680
avg assets per participant
-14.7%
assets change YoY

The plan reported a net loss of $7M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$38M
Participants
186
Industry
Professional & Technical Services

What the Filing Says About Hedrick Gardner Retirement Savings Plan

Hedrick Gardner Retirement Savings Plan is a 401(k) retirement plan sponsored by Hedrick Gardner Kincheloe & Garofalo, LLP, headquartered in North Carolina. As of the 2022 Form 5500 filing, the plan reports $38M in total end-of-year assets and covers 186 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 561257961, and the plan has been effective since 1990-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $45M at the beginning of 2022 to $38M at year-end — a decline of 14.7%. Net assets (after liabilities) closed the year at $38M, with reported net income of $-6,635,002 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$45M
Total Assets (End of Year)$38M
Net Assets (End of Year)$38M
Net Income$-6,635,002
Plan Type401(k)
Employer EIN561257961
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hedrick Gardner Kincheloe & Garofalo, LLP)

Year Plans Participants Total Assets
2022 1 186 $38M
2023 1 196 $42M
2024 1 194 $45M

Nearby 401(k) Plans in North Carolina

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

Frequently Asked Questions

How much money is in the Hedrick Gardner Retirement Savings Plan?
As of the 2022 Form 5500 filing, Hedrick Gardner Retirement Savings Plan holds $38M in total assets with 186 participants. It is sponsored by Hedrick Gardner Kincheloe & Garofalo, LLP.
What type of plan is Hedrick Gardner Retirement Savings Plan?
Hedrick Gardner Retirement Savings Plan is a 401(k) plan. It has been effective since 1990-01-01. The plan is filed with the U.S. Department of Labor under EIN 561257961.
Who sponsors the Hedrick Gardner Retirement Savings Plan?
Hedrick Gardner Retirement Savings Plan is sponsored by Hedrick Gardner Kincheloe & Garofalo, LLP, located in North Carolina. The sponsor's EIN is 561257961 and the plan operates in the Professional & Technical Services industry.
How did Hedrick Gardner Retirement Savings Plan perform in 2022?
Hedrick Gardner Retirement Savings Plan declined by 14.7% during 2022, moving from $45M to $38M in total assets. Net income was $-6,635,002.
Where can I find official filings for Hedrick Gardner Retirement Savings Plan?
Official Form 5500 filings for Hedrick Gardner Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 561257961 or plan name at efast.dol.gov.
How does Hedrick Gardner Retirement Savings Plan compare to other plans?
You can compare Hedrick Gardner Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 561257961.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.