401(k) · DOL Form 5500 · 2022

Hankey Investment Company LP 401(k) Plan

Data updated 2026-08-11

$80M
Total assets
3,600
Participants
91st
Percentile by assets
$22,174
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$80M
total plan assets (2022 EOY)
3,600
covered participants
91st
percentile by assets (of 139,126 plans)
$22,174
avg assets per participant

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.

Where Hg 401(k) Plan sits 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 $2,010,000,000 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

State
California
Industry
Retail Trade

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Hg 401(k) Plan reports 3,600 participants - 5.7x that state average ($80M EOY assets).

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)

$70M$80M$90M$100M$110M$120M 202220232024 $79.8M $108M ▲ +35.8%
Total plan assets by year, all Hankey Investment Company LP plans on file
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 & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Hg 401(k) Plan by total assets, not by location.

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).

Next read for Hg 401(k) Plan

Filing takeaways

Ways to act on Hg 401(k) Plan's numbers.

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.