401(k) · DOL Form 5500 · 2022

Hotchkiss Insurance Managers, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
130
Participants Small participant base
74th
Percentile by assets National rank
$128,069
Avg per participant Near avg balance/head
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Official DOL plan name: Hotchkiss Insurance Managers, LLC 401 (K) Plan · Sponsored by Hotchkiss Insurance Managers, LLC · Texas · Finance & Insurance

$17M in assets, 130 participants

Hotchkiss Insurance Managers, LLC's Hotchkiss Insurance Managers, LLC 401 (K) Plan reported $17M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,549 in Finance & Insurance (9,261 peers)

Coverage in Texas

Hotchkiss Insurance Managers, LLC 401 (K) Plan covers 130 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $17M.

#5,549
in Finance & Insurance (9,261 peers)
-11.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hotchkiss Insurance Managers, LLC 401 (K) Plan's outsized position by total assets

Hotchkiss Insurance Managers, LLC 401 (K) Plan vs every filed plan by assets

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

$16,648,928 Top 26% higher than 74% 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

Hotchkiss Insurance Managers, LLC 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. Hotchkiss Insurance Managers, LLC 401 (K) Plan sits mid-pack in the medium band (130 participants).

Plan-year Form 5500 strip

Filing strip 900341290 · Hotchkiss Insurance Managers, LLC PY 2022 · 401(k)

Hotchkiss Insurance Managers, LLC 401 (K) Plan · $17M · 130 · 74th

  • TYPE $17M
  • NET 130
  • BOOK 74th
  • VS-ST 401(k)
  • BOY near Bekum America Corporation Savings & Protection Plan
  • SCH ind #5549

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 Texas →

Hotchkiss Insurance Managers, LLC 401 (K) Plan in the asset neighbourhood

Hotchkiss Insurance Managers, LLC 401 (K) PlanHotchkiss Insurance Managers…$17MBekum America Corporation Savings & Protection PlanBekum America Corporation Sa…$17MFresno Plumbing & Heating, Inc. 401(k) Profit Sharing PlanFresno Plumbing & Heating, I…$17MIndus Technology, Inc. 401(k) PlanIndus Technology, Inc. 401(k…$17MRiker Danzig LLP Associates 401(k) PlanRiker Danzig LLP Associates …$17M
End-of-year total assets ($M) among Hotchkiss Insurance Managers, LLC 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN900341290
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hotchkiss Insurance Managers, LLC)

Sponsor-wide plan assets over time

All Hotchkiss Insurance Managers, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 37.536975353608355% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.7M $22.9M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 130 $17M
2023 1 125 $20M
2024 1 150 $23M

Nearby 401(k) Plans in Texas

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

Hotchkiss Insurance Managers, LLC 401 (K) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Hotchkiss Insurance Managers, LLC 401 (K) Plan, Total assets ($B): 0.016648928 · Participants: 130Hotchkiss Insurance Managers, LLC 401 (K) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Hotchkiss Insurance Managers, LLC 401 (K) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Hotchkiss Insurance Managers, LLC 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bekum America Corporation Savings & Protection Plan in MI ($17M); by covered participants it is Dermarite Industries LLC 401(k) Plan in NJ (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Hotchkiss Insurance Managers, LLC 401 (K) Plan assets move in 2022?
Hotchkiss Insurance Managers, LLC 401 (K) Plan pulled back noticeably - down 11.2% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Hotchkiss Insurance Managers, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Hotchkiss Insurance Managers, LLC's sponsor-wide assets grew 37.5%, from $17M to $23M.
Which 401(k) plans are similar in size to Hotchkiss Insurance Managers, LLC 401 (K) Plan?
Among 401(k) plans in other states, the closest by assets is Bekum America Corporation Savings & Protection Plan in MI ($17M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Hotchkiss Insurance Managers, LLC 401 (K) Plan?
Among 401(k) plans in other states, the closest by covered participants is Dermarite Industries LLC 401(k) Plan in NJ (130 participants, $938K in assets).