401(k) · DOL Form 5500 · 2022
Hupp Family Financial, Inc. 401(k) Plan
Data updated 2026-08-25
- $336K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $83,984
- Avg per participant Below avg balance/head
Official DOL plan name: Hupp Family Financial Retirement Plan · Sponsored by Hupp Family Financial, Inc. · Illinois · Finance & Insurance
$336K in assets, 4 participants
Hupp Family Financial, Inc.'s Hupp Family Financial Retirement Plan reported $336K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.
- #845 in Finance & Insurance (9,261 peers)
Hupp Family Financial, Inc. multi-year trail
Hupp Family Financial, Inc.'s plans moved +50.3% in assets from 2022 to 2024; this filing shows Hupp Family Financial Retirement Plan at $336K / 4 participants.
- #845
- in Finance & Insurance (9,261 peers)
- +4.0%
- assets growth YoY
Hupp Family Financial Retirement Plan among the smaller filed plans by assets
Hupp Family Financial Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$335,936 15th percentile higher than 15% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Hupp Family Financial Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hupp Family Financial Retirement Plan is a micro filing (4 participants), the leftmost band.
DOL schedule card
Filing strip 471680089 · Hupp Family Financial, Inc. PY 2022 · 401(k)
Hupp Family Financial Retirement Plan · $336K · 4 · 15th
- PHOTO $336K
- PHOTO 4
- PHOTO 15th
- PHOTO 401(k)
- PHOTO near Coremetals Acquisition Corporation 401(k) Plan
- PHOTO ind #845
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 Finance & Insurance retirement plans → · Plans in Illinois →
Hupp Family Financial Retirement Plan in the asset neighbourhood
Hupp Family Financial, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Hupp Family Financial, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $505K 50.29946180224805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $336K |
| 2023 | 1 | 4 | $390K |
| 2024 | 1 | 4 | $505K |
Hupp Family Financial, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $323K |
|---|---|
| Net Assets (End of Year) | $336K |
| Net Income | $13K |
| Employer EIN | 471680089 |
| Plan Effective Date | 2014-08-26 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Hupp Family Financial Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Coremetals Acquisition Corporation 401(k) Plan in NJ ($336K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($336K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.