401(k) · DOL Form 5500 · 2022

Hellman & Friedman LLC 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
124
Participants Small participant base
90th
Percentile by assets National rank
$538,205
Avg per participant High balance/head
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Official DOL plan name: Hellman & Friedman Profit Sharing & 401(k) Savings Plan · Sponsored by Hellman & Friedman LLC · California · Finance & Insurance

$67M in assets, 124 participants

Hellman & Friedman LLC's Hellman & Friedman Profit Sharing & 401(k) Savings Plan reported $67M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,801 in Finance & Insurance (9,261 peers)

Coverage in California

Hellman & Friedman Profit Sharing & 401(k) Savings Plan covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $67M.

#7,801
in Finance & Insurance (9,261 peers)
-13.5%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hellman & Friedman Profit Sharing & 401(k) Savings Plan's outsized position by total assets

Hellman & Friedman Profit Sharing & 401(k) Savings Plan vs every filed plan by assets

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

$66,737,432 Top 10% higher than 90% 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

Hellman & Friedman Profit Sharing & 401(k) Savings 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. Hellman & Friedman Profit Sharing & 401(k) Savings Plan sits mid-pack in the medium band (124 participants).

Published 5500 schedule card

Filing strip 383708132 · Hellman & Friedman LLC PY 2022 · 401(k)

Hellman & Friedman Profit Sharing & 401(k) Savings Plan · $67M · 124 · 90th

  • BOOK $67M
  • VS-ST 124
  • BOY 90th
  • SCH 401(k)
  • EBSA near Datascan Retirement Plan
  • PART ind #7801

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 California →

Hellman & Friedman Profit Sharing & 401(k) Savings Plan in the asset neighbourhood

State Industrial Products Savings and Investment Plan and TrustState Industrial Products Sa…$67MHellman & Friedman Profit Sharing & 401(k) Savings PlanHellman & Friedman Profit Sh…$67MDatascan Retirement Plan$67MArotech 401(k) Plan$67MCardinal Employees Retirement Savings PlanCardinal Employees Retiremen…$67M
End-of-year total assets ($M) among Hellman & Friedman Profit Sharing & 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$67M
Net Income-$10M
Employer EIN383708132
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hellman & Friedman LLC)

Sponsor-wide plan assets over time

All Hellman & Friedman LLC plans reported in each filing year

Latest sponsor-wide plan assets
$102M 52.5142786435055% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $66.7M $102M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 124 $67M
2023 1 144 $83M
2024 1 156 $102M

Nearby 401(k) Plans in California

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

Hellman & Friedman Profit Sharing & 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hellman & Friedman Profit Sharing & 401(k) Savings Plan, Total assets ($B): 0.066737432 · Participants: 124Hellman & Friedman Profit Sharing & 401(k) Savings PlanWells 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
Hellman & Friedman Profit Sharing & 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hellman & Friedman Profit Sharing & 401(k) Savings Plan side-by-side with 3 peers →

Hellman & Friedman Profit Sharing & 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Datascan Retirement Plan in GA ($67M); by covered participants it is Vitex Extrusion, LLC 401(k) Plan in NH (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($67M here).

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Hellman & Friedman Profit Sharing & 401(k) Savings Plan assets move in 2022? ▼
Hellman & Friedman Profit Sharing & 401(k) Savings Plan pulled back noticeably - down 13.5% during 2022, from $77M to $67M. Reported net income was -$10M.
How have Hellman & Friedman LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hellman & Friedman LLC's sponsor-wide assets grew 52.5%, from $67M to $102M.
Where does Hellman & Friedman Profit Sharing & 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Hellman & Friedman Profit Sharing & 401(k) Savings Plan ranks in the 90th 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 Hellman & Friedman Profit Sharing & 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Datascan Retirement Plan in GA ($67M, 399 participants).
Which 401(k) plans cover a similar participant headcount to Hellman & Friedman Profit Sharing & 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vitex Extrusion, LLC 401(k) Plan in NH (124 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 383708132.

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.