401(k) · DOL Form 5500 · 2022

H.W. Kaufman Financial Group 401(k) Plan

Data updated 2026-08-25

$117M
Total assets Near avg plan size
1,729
Participants Near avg headcount
94th
Percentile by assets National rank
$67,520
Avg per participant Below avg balance/head
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Official DOL plan name: H. W. Kaufman Financial Group Retirement Savings Plan · Sponsored by H.W. Kaufman Financial Group · Michigan · Finance & Insurance

$117M in assets, 1,729 participants

H.W. Kaufman Financial Group's H. W. Kaufman Financial Group Retirement Savings Plan reported $117M in total assets and 1,729 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,290 in Finance & Insurance (9,261 peers)

Coverage in Michigan

H. W. Kaufman Financial Group Retirement Savings Plan covers 1,729 participants in Michigan, 2.7x the typical Michigan plan (state average ~638 per filing). Assets: $117M.

#8,290
in Finance & Insurance (9,261 peers)
-11.0%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

H. W. Kaufman Financial Group Retirement Savings Plan's outsized position by total assets

H. W. Kaufman Financial Group Retirement Savings Plan vs every filed plan by assets

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

$116,741,360 Top 6% higher than 94% 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. W. Kaufman Financial Group Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H. W. Kaufman Financial Group Retirement Savings Plan lands in the large band (1,729 participants).

Form 5500 schedule snapshot

Filing strip 381903339 · H.W. Kaufman Financial Group PY 2022 · 401(k)

H. W. Kaufman Financial Group Retirement Savings Plan · $117M · 1,729 · 94th

  • VS-ST $117M
  • BOY 1,729
  • SCH 94th
  • EBSA 401(k)
  • PART near Vystar Credit Union 401(k) Plan
  • TYPE ind #8290

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 Michigan →

H. W. Kaufman Financial Group Retirement Savings Plan in the asset neighbourhood

Moss & Barnett Profit Sharing and 401(k) PlanMoss & Barnett Profit Sharin…$117MWalter P Moore & Associates, Inc. 401(k) Profit Sharing PlanWalter P Moore & Associates,…$117MWahl Clipper Corp 401(k) Profit Sharing PlanWahl Clipper Corp 401(k) Pro…$117MVystar Credit Union 401(k) PlanVystar Credit Union 401(k) P…$117MH. W. Kaufman Financial Group Retirement Savings PlanH. W. Kaufman Financial Grou…$117M
End-of-year total assets ($M) among H. W. Kaufman Financial Group Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$131M
Net Assets (End of Year)$117M
Net Income-$14M
Employer EIN381903339
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H.W. Kaufman Financial Group)

Sponsor-wide plan assets over time

All H.W. Kaufman Financial Group plans reported in each filing year

Latest sponsor-wide plan assets
$155M 33.16817707109117% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $117M $155M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 1,729 $117M
2023 1 1,614 $137M
2024 1 1,478 $155M

Nearby 401(k) Plans in Michigan

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

H. W. Kaufman Financial Group Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants H. W. Kaufman Financial Group Retirement Savings Plan, Total assets ($B): 0.11674136 · Participants: 1729H. W. Kaufman Financial Group Retirement Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
H. W. Kaufman Financial Group Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare H. W. Kaufman Financial Group Retirement Savings Plan side-by-side with 3 peers →

H. W. Kaufman Financial Group Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Vystar Credit Union 401(k) Plan in FL ($117M); by covered participants it is Clearwater Paper 401(k) Plan in WA (1,729 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,729 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. W. Kaufman Financial Group Retirement Savings Plan assets move in 2022? ▼
H. W. Kaufman Financial Group Retirement Savings Plan pulled back noticeably - down 11.0% during 2022, from $131M to $117M. Reported net income was -$14M.
How have H.W. Kaufman Financial Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.W. Kaufman Financial Group's sponsor-wide assets grew 33.2%, from $117M to $155M.
Where does H. W. Kaufman Financial Group Retirement Savings Plan rank by assets among Form 5500 filers? ▼
H. W. Kaufman Financial Group Retirement Savings Plan ranks in the 94th 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 H. W. Kaufman Financial Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vystar Credit Union 401(k) Plan in FL ($117M, 1,958 participants).
Which 401(k) plans cover a similar participant headcount to H. W. Kaufman Financial Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clearwater Paper 401(k) Plan in WA (1,729 participants, $254M 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 381903339.

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.