401(k) · DOL Form 5500 · 2022

Hagerty Consulting Inc 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
477
Participants Below avg headcount
70th
Percentile by assets National rank
$27,329
Avg per participant Low balance/head
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Official DOL plan name: Hagerty Consulting Inc 401(k) Plan · Sponsored by Hagerty Consulting Inc · Illinois · Professional & Technical Services

$13M in assets, 477 participants

Hagerty Consulting Inc's Hagerty Consulting Inc 401(k) Plan reported $13M in total assets and 477 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,962 in Professional & Technical Services (21,562 peers)

Hagerty Consulting Inc multi-year trail

Hagerty Consulting Inc's plans moved +94.7% in assets from 2022 to 2024; this filing shows Hagerty Consulting Inc 401(k) Plan at $13M / 477 participants.

#14,962
in Professional & Technical Services (21,562 peers)
+3.1%
assets growth YoY

Hagerty Consulting Inc 401(k) Plan's outsized position by total assets

Hagerty Consulting Inc 401(k) Plan vs every filed plan by assets

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

$13,036,102 Top 30% higher than 70% 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

Hagerty Consulting Inc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hagerty Consulting Inc 401(k) Plan sits mid-pack in the medium band (477 participants).

Form 5500 schedule snapshot

Filing strip 371431085 · Hagerty Consulting Inc PY 2022 · 401(k)

Hagerty Consulting Inc 401(k) Plan · $13M · 477 · 70th

  • EIN $13M
  • RANK 477
  • PHOTO 70th
  • IND 401(k)
  • EOY near Epstein Affiliated Companies 401(k) Pension Plan
  • 5500 ind #14962

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 Illinois →

Hagerty Consulting Inc 401(k) Plan in the asset neighbourhood

Hagerty Consulting Inc 401(k) PlanHagerty Consulting Inc 401(k…$13MEpstein Affiliated Companies 401(k) Pension PlanEpstein Affiliated Companies…$13MNetwork Adjusters, Incorporated 401(k) Profit Sharing Plan &Network Adjusters, Incorpora…$13MCentercal Properties, LLC 401(k) PlanCentercal Properties, LLC 40…$13MDfm Employees Retirement & 401(k) PlanDfm Employees Retirement & 4…$13M
End-of-year total assets ($M) among Hagerty Consulting Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hagerty Consulting Inc multi-year asset trail

Sponsor-wide plan assets over time

All Hagerty Consulting Inc plans reported in each filing year

Latest sponsor-wide plan assets
$25M 94.67477317989687% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13M $25.4M ▲ +94.6%
Year Plans Participants Total Assets
2022 1 477 $13M
2023 1 534 $19M
2024 1 420 $25M

Hagerty Consulting Inc filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$394K
Employer EIN371431085
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Hagerty Consulting Inc 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Hagerty Consulting Inc 401(k) Plan, Total assets ($B): 0.013036102 · Participants: 477Hagerty Consulting Inc 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Hagerty Consulting Inc 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Hagerty Consulting Inc 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Epstein Affiliated Companies 401(k) Pension Plan in NJ ($13M); by covered participants it is Life Extension Foundation Buyers Club Inc. 401(k) in FL (477 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (477 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 Hagerty Consulting Inc 401(k) Plan assets move in 2022? ▼
Hagerty Consulting Inc 401(k) Plan edged up modestly - up 3.1% during 2022, from $13M to $13M. Reported net income was $394K.
How have Hagerty Consulting Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hagerty Consulting Inc's sponsor-wide assets grew 94.7%, from $13M to $25M.
Which 401(k) plans are similar in size to Hagerty Consulting Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Epstein Affiliated Companies 401(k) Pension Plan in NJ ($13M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Hagerty Consulting Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Extension Foundation Buyers Club Inc. 401(k) in FL (477 participants, $28M 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 371431085.

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.