401(k) · DOL Form 5500 · 2022
Hennion & Walsh Inc 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 117
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $229,870
- Avg per participant Above avg balance/head
Official DOL plan name: Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Hennion & Walsh Inc · New Jersey · Finance & Insurance
$27M in assets, 117 participants
Hennion & Walsh Inc's Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust reported $27M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #6,486 in Finance & Insurance (9,261 peers)
Coverage in New Jersey
Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust covers 117 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $27M.
- #6,486
- in Finance & Insurance (9,261 peers)
- -10.8%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,894,833 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust 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. Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (117 participants).
DOL schedule card
Filing strip 223005841 · Hennion & Walsh Inc PY 2022 · 401(k)
Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust · $27M · 117 · 81st
- PHOTO $27M
- PHOTO 117
- PHOTO 81st
- PHOTO 401(k)
- PHOTO near Sbera 401(k) Plan as Adopted by the Bank of Canton
- PHOTO ind #6486
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 New Jersey →
Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$3M |
| Employer EIN | 223005841 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hennion & Walsh Inc)
Sponsor-wide plan assets over time
All Hennion & Walsh Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 43.4346069373251% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $27M |
| 2023 | 1 | 122 | $33M |
| 2024 | 1 | 125 | $39M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Sbera 401(k) Plan as Adopted by the Bank of Canton in MA ($27M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Sbera 401(k) Plan as Adopted by the Bank of Canton (MA) $27M · 97
- Minnesota Elevator, Inc. 401(k) Profit Sharing Plan (MN) $27M · 287
- North State Bank 401(k) Plan and ESOP (NC) $27M · 210
- Procare Hr Retirement Savings Plan (MN) $27M · 2,968
Similar participant headcount
Nearest other-state filings by covered participants (117 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.