401(k) · DOL Form 5500 · 2022

The Hodges Group, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
29
Participants Small participant base
41st
Percentile by assets National rank
$108,181
Avg per participant Below avg balance/head
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Official DOL plan name: The Hodges Group 401(k) Plan · Sponsored by The Hodges Group, Inc. · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 29 participants

The Hodges Group, Inc.'s The Hodges Group 401(k) Plan reported $3M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #9,041 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

The Hodges Group 401(k) Plan declined sharply 18.1% in 2022 ($4M → $3M) for 29 participants.

#9,041
in Healthcare & Social Assistance (20,060 peers)
-18.1%
assets change YoY

The plan reported a net loss of $691K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Hodges Group 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Hodges Group 401(k) Plan vs every filed plan by assets

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

$3,137,257 41st percentile higher than 41% 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

The Hodges Group 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Hodges Group 401(k) Plan is a small filing (29 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 232806372 · The Hodges Group, Inc. PY 2022 · 401(k)

The Hodges Group 401(k) Plan · $3M · 29 · 41st

  • PHOTO $3M
  • IND 29
  • EOY 41st
  • 5500 401(k)
  • ASSETS near Southern Tea, LLC New Jersey 401(k) Plan
  • PCT ind #9041

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

The Hodges Group 401(k) Plan in the asset neighbourhood

The Hodges Group 401(k) Plan$3MSouthern Tea, LLC New Jersey 401(k) PlanSouthern Tea, LLC New Jersey…$3MSage Valley LLC Retirement PlanSage Valley LLC Retirement P…$3MMonroe Tool & Manufacturing Co 401 (K)Monroe Tool & Manufacturing …$3MMursion, Inc. Retirement Plan$3M
End-of-year total assets ($M) among The Hodges Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Hodges Group, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All The Hodges Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$1M$2M$3M$4M 20222023 $3.14M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 29 $3M
2023 1 29 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$691K
Employer EIN232806372
Plan Effective Date1996-06-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

The Hodges Group 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Hodges Group 401(k) Plan, Total assets ($B): 0.003137257 · Participants: 29The Hodges Group 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
The Hodges Group 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

The Hodges Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Southern Tea, LLC New Jersey 401(k) Plan in GA ($3M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (29 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 The Hodges Group 401(k) Plan assets move in 2022?
The Hodges Group 401(k) Plan declined sharply - down 18.1% during 2022, from $4M to $3M. Reported net income was -$691K.
Which 401(k) plans are similar in size to The Hodges Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Southern Tea, LLC New Jersey 401(k) Plan in GA ($3M, 100 participants).
Which 401(k) plans cover a similar participant headcount to The Hodges Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants, $3M in assets).