401(k) · DOL Form 5500 · 2022

Hoffman/Lewis Dba H&l Partners 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
161
Participants Small participant base
71st
Percentile by assets National rank
$86,710
Avg per participant Below avg balance/head
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Official DOL plan name: H&l Partners 401(k) Profit Sharing · Sponsored by Hoffman/Lewis Dba H&l Partners · California · Professional & Technical Services

$14M in assets, 161 participants

Hoffman/Lewis Dba H&l Partners's H&l Partners 401(k) Profit Sharing reported $14M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,247 in Professional & Technical Services (21,562 peers)

Coverage in California

H&l Partners 401(k) Profit Sharing covers 161 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $14M.

#15,247
in Professional & Technical Services (21,562 peers)
-17.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

H&l Partners 401(k) Profit Sharing's outsized position by total assets

H&l Partners 401(k) Profit Sharing vs every filed plan by assets

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

$13,960,363 Top 29% higher than 71% 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

H&l Partners 401(k) Profit Sharing 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. H&l Partners 401(k) Profit Sharing sits mid-pack in the medium band (161 participants).

Form 5500 schedule snapshot

Filing strip 942979171 · Hoffman/Lewis Dba H&l Partners PY 2022 · 401(k)

H&l Partners 401(k) Profit Sharing · $14M · 161 · 71st

  • EIN $14M
  • RANK 161
  • PHOTO 71st
  • IND 401(k)
  • EOY near Mro Corporation 401(k) Plan
  • 5500 ind #15247

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 California →

H&l Partners 401(k) Profit Sharing in the asset neighbourhood

H&l Partners 401(k) Profit SharingH&l Partners 401(k) Profit S…$14MMro Corporation 401(k) Plan$14MGoldmark Property Management 401(k) PlanGoldmark Property Management…$14MYale Carolinas, Inc. Profit Sharing/401(k) Plan and TrustYale Carolinas, Inc. Profit …$14MKanawha Stone Company, Inc. & Affiliates Profit Sharing PlanKanawha Stone Company, Inc. …$14M
End-of-year total assets ($M) among H&l Partners 401(k) Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN942979171
Plan Effective Date1985-12-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Hoffman/Lewis Dba H&l Partners)

Sponsor-wide plan assets over time

All Hoffman/Lewis Dba H&l Partners plans reported in each filing year

Latest sponsor-wide plan assets
$22M 58.54483869796222% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14M $22.1M ▲ +58.5%
Year Plans Participants Total Assets
2022 1 161 $14M
2023 1 169 $18M
2024 1 168 $22M

Nearby 401(k) Plans in California

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

H&l Partners 401(k) Profit Sharing vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants H&l Partners 401(k) Profit Sharing, Total assets ($B): 0.013960363 · Participants: 161H&l Partners 401(k) Profit SharingWells 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
H&l Partners 401(k) Profit Sharing vs. nearby 401(k) plans in California, assets vs. participants
Compare H&l Partners 401(k) Profit Sharing side-by-side with 3 peers →

H&l Partners 401(k) Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mro Corporation 401(k) Plan in PA ($14M); by covered participants it is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 H&l Partners 401(k) Profit Sharing assets move in 2022? ▼
H&l Partners 401(k) Profit Sharing declined sharply - down 17.6% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Hoffman/Lewis Dba H&l Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hoffman/Lewis Dba H&l Partners's sponsor-wide assets grew 58.5%, from $14M to $22M.
Which 401(k) plans are similar in size to H&l Partners 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is Mro Corporation 401(k) Plan in PA ($14M, 1,603 participants).
Which 401(k) plans cover a similar participant headcount to H&l Partners 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 participants, N/A 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 942979171.

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.