401(k) · DOL Form 5500 · 2022

Hawkins, Delafield & Wood, LLP 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
113
Participants Small participant base
92nd
Percentile by assets National rank
$819,463
Avg per participant High balance/head
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Official DOL plan name: Hd&w Retirement Plan · Sponsored by Hawkins, Delafield & Wood, LLP · New York · Professional & Technical Services

$93M in assets, 113 participants

Hawkins, Delafield & Wood, LLP's Hd&w Retirement Plan reported $93M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,145 in Professional & Technical Services (21,562 peers)

Coverage in New York

Hd&w Retirement Plan covers 113 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $93M.

#20,145
in Professional & Technical Services (21,562 peers)
-20.8%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hd&w Retirement Plan's outsized position by total assets

Hd&w Retirement Plan vs every filed plan by assets

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

$92,599,306 Top 8% higher than 92% 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

Hd&w Retirement 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. Hd&w Retirement Plan sits mid-pack in the medium band (113 participants).

EBSA filing schedule strip

Filing strip 135513990 · Hawkins, Delafield & Wood, LLP PY 2022 · 401(k)

Hd&w Retirement Plan · $93M · 113 · 92nd

  • PART $93M
  • TYPE 113
  • NET 92nd
  • BOOK 401(k)
  • VS-ST near Lima Refining Company and Superior Refining Company LLC 401(k) Plan
  • BOY ind #20145

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 New York →

Hd&w Retirement Plan in the asset neighbourhood

Hd&w Retirement Plan$93MLima Refining Company and Superior Refining Company LLC 401(k) PlanLima Refining Company and Su…$93MM1 Support Services, L.P. 401(k) PlanM1 Support Services, L.P. 40…$93MThe Parr Company 401(k) Savings and Profit Sharing PlanThe Parr Company 401(k) Savi…$93MThe Christman Company Profit Sharing Retirement PlanThe Christman Company Profit…$93M
End-of-year total assets ($M) among Hd&w Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$92M
Net Income-$25M
Employer EIN135513990
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawkins, Delafield & Wood, LLP)

Sponsor-wide plan assets over time

All Hawkins, Delafield & Wood, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$107M 15.18333085563298% vs 2022
2024 filing year
$90M$95M$100M$105M$110M 202220232024 $92.6M $107M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 113 $93M
2023 1 109 $99M
2024 1 101 $107M

Nearby 401(k) Plans in New York

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

Hd&w Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Hd&w Retirement Plan, Total assets ($B): 0.092599306 · Participants: 113Hd&w Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Hd&w Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Hd&w Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lima Refining Company and Superior Refining Company LLC 401(k) Plan in OH ($93M); by covered participants it is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 participants). Same-state nearby plans are listed separately above.

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 Hd&w Retirement Plan assets move in 2022?
Hd&w Retirement Plan declined sharply - down 20.8% during 2022, from $117M to $93M. Reported net income was -$25M.
How have Hawkins, Delafield & Wood, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Hawkins, Delafield & Wood, LLP's sponsor-wide assets grew 15.2%, from $93M to $107M.
Where does Hd&w Retirement Plan rank by assets among Form 5500 filers?
Hd&w Retirement Plan ranks in the 92nd 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 Hd&w Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Lima Refining Company and Superior Refining Company LLC 401(k) Plan in OH ($93M, 380 participants).
Which 401(k) plans cover a similar participant headcount to Hd&w Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 participants, N/A in assets).