401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$117M
Total assets
1,729
Participants
94th
Percentile by assets
$67,520
Avg per participant
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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.

  • 94th percentile by assets (of 139,126 plans)
  • #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.

$117M
total plan assets (2022 EOY)
1,729
covered participants
94th
percentile by assets (of 139,126 plans)
$67,520
avg assets per participant

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.

Where H. W. Kaufman Financial Group Retirement Savings Plan sits 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 $2,010,000,000 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

State
Michigan
Industry
Finance & Insurance

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. H. W. Kaufman Financial Group Retirement Savings Plan reports 1,729 participants - 2.7x that state average ($117M EOY assets).

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)

$100M$120M$140M$160M 202220232024 $117M $155M ▲ +33.2%
Total plan assets by year, all H.W. Kaufman Financial Group plans on file
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 ($B) Participants H. W. Kaufman Financ…, Total assets ($B): 0.11674136 · Participants: 1729H. W. Kaufman Financ…General Motors Retir…, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retir…Ford Motor Co. Savin…, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savin…The Dow Chemical Com…, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Com…The General Motors P…, Total assets ($B): 7.545889119 · Participants: 40458The General Motors P…Ford Motor Co. Tax-E…, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-E…
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… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to H. W. Kaufman Financial Group Retirement Savings Plan by total assets, not by location.

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).

Next read for H. W. Kaufman Financial Group Retirement…

Filing takeaways

Ways to act on H. W. Kaufman Financial Group Retirement Savings Plan's numbers.

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.