401(k) · DOL Form 5500 · 2022

Hargrove & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$151M
Total assets Near avg plan size
2,113
Participants Near avg headcount
95th
Percentile by assets National rank
$71,534
Avg per participant Below avg balance/head
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Official DOL plan name: Hargrove 401(k) Plan and Trust · Sponsored by Hargrove & Associates, Inc. · Alabama · Professional & Technical Services

$151M in assets, 2,113 participants

Hargrove & Associates, Inc.'s Hargrove 401(k) Plan and Trust reported $151M in total assets and 2,113 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #20,649 in Professional & Technical Services (21,562 peers)

Coverage in Alabama

Hargrove 401(k) Plan and Trust covers 2,113 participants in Alabama, 5.9x the typical Alabama plan (state average ~360 per filing). Assets: $151M.

#20,649
in Professional & Technical Services (21,562 peers)
-9.3%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hargrove 401(k) Plan and Trust's outsized position by total assets

Hargrove 401(k) Plan and Trust vs every filed plan by assets

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

$151,151,787 Top 5% higher than 95% 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

Hargrove 401(k) Plan and Trust'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. Hargrove 401(k) Plan and Trust lands in the large band (2,113 participants).

Published 5500 schedule card

Filing strip 721352530 · Hargrove & Associates, Inc. PY 2022 · 401(k)

Hargrove 401(k) Plan and Trust · $151M · 2,113 · 95th

  • TYPE $151M
  • TYPE 2,113
  • TYPE 95th
  • TYPE 401(k)
  • TYPE near Superior Essex 401(k) Plan
  • TYPE ind #20649

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Hargrove 401(k) Plan and Trust in the asset neighbourhood

Vicor Corporation 401(k) Plan$151MHargrove 401(k) Plan and TrustHargrove 401(k) Plan and Tru…$151MSuperior Essex 401(k) Plan$151MBenesch, Friedlander, Coplan & Aronoff Elective Savings and Profit Sharing PlanBenesch, Friedlander, Coplan…$151MSullivan & Cromwell LLP Employees' Savings PlanSullivan & Cromwell LLP Empl…$151M
End-of-year total assets ($M) among Hargrove 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$167M
Net Assets (End of Year)$151M
Net Income-$16M
Employer EIN721352530
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hargrove & Associates, Inc.)

Sponsor-wide plan assets over time

All Hargrove & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$251M 15.376068447605828% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $217M $251M ▲ +15.4%
Year Plans Participants Total Assets
2022 2 3,684 $217M
2023 1 2,151 $204M
2024 1 2,477 $251M

Nearby 401(k) Plans in Alabama

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

Hargrove 401(k) Plan and Trust vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0100002000030000 0123 Total assets ($B) Participants Hargrove 401(k) Plan and Trust, Total assets ($B): 0.151151787 · Participants: 2113Hargrove 401(k) Plan and TrustRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Hargrove 401(k) Plan and Trust vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Hargrove 401(k) Plan and Trust side-by-side with 3 peers →

Hargrove 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Superior Essex 401(k) Plan in GA ($151M); by covered participants it is Msa Retirement Savings Plan in PA (2,113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,113 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 Hargrove 401(k) Plan and Trust assets move in 2022? ▼
Hargrove 401(k) Plan and Trust pulled back noticeably - down 9.3% during 2022, from $167M to $151M. Reported net income was -$16M.
How have Hargrove & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hargrove & Associates, Inc.'s sponsor-wide assets grew 15.4%, from $217M to $251M.
Where does Hargrove 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Hargrove 401(k) Plan and Trust ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Hargrove 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Superior Essex 401(k) Plan in GA ($151M, 1,291 participants).
Which 401(k) plans cover a similar participant headcount to Hargrove 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Msa Retirement Savings Plan in PA (2,113 participants, $325M 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 721352530.

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.