401(k) · DOL Form 5500 · 2022

Hankey Investment Company LP 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
3,600
Participants Above avg headcount
91st
Percentile by assets National rank
$22,174
Avg per participant Low balance/head
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Official DOL plan name: Hg 401(k) Plan · Sponsored by Hankey Investment Company LP · California · Retail Trade

$80M in assets, 3,600 participants

Hankey Investment Company LP's Hg 401(k) Plan reported $80M in total assets and 3,600 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #9,079 in Retail Trade (9,519 peers)

Coverage in California

Hg 401(k) Plan covers 3,600 participants in California, 5.7x the typical California plan (state average ~630 per filing). Assets: $80M.

#9,079
in Retail Trade (9,519 peers)
-12.6%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hg 401(k) Plan's outsized position by total assets

Hg 401(k) Plan vs every filed plan by assets

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

$79,827,079 Top 9% higher than 91% 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

Hg 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hg 401(k) Plan lands in the large band (3,600 participants).

Published 5500 schedule card

Filing strip 954361557 · Hankey Investment Company LP PY 2022 · 401(k)

Hg 401(k) Plan · $80M · 3,600 · 91st

  • ASSETS $80M
  • ASSETS 3,600
  • ASSETS 91st
  • ASSETS 401(k)
  • ASSETS near The Pilots' Association for the Bay & River Delaware 401(k) and Profit Sharing Plan
  • ASSETS ind #9079

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 Retail Trade retirement plans → · Plans in California →

Hg 401(k) Plan in the asset neighbourhood

The Pilots' Association for the Bay & River Delaware 401(k) and Profit Sharing PlanThe Pilots' Association for …$80MHg 401(k) Plan$80MFred Alger & Company, LLC 401(k) Profit Sharing PlanFred Alger & Company, LLC 40…$80MMedstar Affiliates 401(k) PlanMedstar Affiliates 401(k) Pl…$80MFellowship of Christian Athletes Retirement/401(k) PlanFellowship of Christian Athl…$80M
End-of-year total assets ($M) among Hg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$80M
Net Income-$12M
Employer EIN954361557
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hankey Investment Company LP)

Sponsor-wide plan assets over time

All Hankey Investment Company LP plans reported in each filing year

Latest sponsor-wide plan assets
$108M 35.81874892353258% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $79.8M $108M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 3,600 $80M
2023 1 3,674 $92M
2024 1 3,664 $108M

Nearby 401(k) Plans in California

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

Hg 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hg 401(k) Plan, Total assets ($B): 0.079827079 · Participants: 3600Hg 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
Hg 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hg 401(k) Plan side-by-side with 3 peers →

Hg 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Pilots' Association for the Bay & River Delaware 401(k) and Profit Sharing Plan in PA ($80M); by covered participants it is Abo 401(k) Plan in MI (3,600 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,600 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 Hg 401(k) Plan assets move in 2022? ▼
Hg 401(k) Plan pulled back noticeably - down 12.6% during 2022, from $91M to $80M. Reported net income was -$12M.
How have Hankey Investment Company LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hankey Investment Company LP's sponsor-wide assets grew 35.8%, from $80M to $108M.
Where does Hg 401(k) Plan rank by assets among Form 5500 filers? ▼
Hg 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Hg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Pilots' Association for the Bay & River Delaware 401(k) and Profit Sharing Plan in PA ($80M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Hg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Abo 401(k) Plan in MI (3,600 participants, $45M 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 954361557.

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.