401(k) · DOL Form 5500 · 2022

Hotc Investment Co. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
30
Participants Small participant base
47th
Percentile by assets National rank
$138,505
Avg per participant Near avg balance/head
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Official DOL plan name: Hotc Investment Co. Employee Stock Ownership Plan · Sponsored by Hotc Investment Co. · Colorado · Finance & Insurance

$4M in assets, 30 participants

Hotc Investment Co.'s Hotc Investment Co. Employee Stock Ownership Plan reported $4M in total assets and 30 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,990 in Finance & Insurance (9,261 peers)

Hotc Investment Co. multi-year trail

Hotc Investment Co.'s plans moved +12.7% in assets from 2022 to 2024; this filing shows Hotc Investment Co. Employee Stock Ownership Plan at $4M / 30 participants.

#2,990
in Finance & Insurance (9,261 peers)
-2.0%
assets change YoY

The plan reported a net loss of $83K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hotc Investment Co. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Hotc Investment Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,155,135 47th percentile higher than 47% 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

Hotc Investment Co. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hotc Investment Co. Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 261121084 · Hotc Investment Co. PY 2022 · 401(k)

Hotc Investment Co. Employee Stock Ownership Plan · $4M · 30 · 47th

  • BOY $4M
  • SCH 30
  • EBSA 47th
  • PART 401(k)
  • TYPE near Mancy's Restaurant, Inc. 401(k) Profit Sharing Plan
  • NET ind #2990

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 Colorado →

Hotc Investment Co. Employee Stock Ownership Plan in the asset neighbourhood

Hotc Investment Co. Employee Stock Ownership PlanHotc Investment Co. Employee…$4MMancy's Restaurant, Inc. 401(k) Profit Sharing PlanMancy's Restaurant, Inc. 401…$4MMyers & Fuller, P.a. 401(k) PlanMyers & Fuller, P.a. 401(k) …$4MM.a. Industries, Inc. 401(k) PlanM.a. Industries, Inc. 401(k)…$4M403(b) Thrift Plan of Ability360403(b) Thrift Plan of Abilit…$4M
End-of-year total assets ($M) among Hotc Investment Co. Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hotc Investment Co. multi-year asset trail

Sponsor-wide plan assets over time

All Hotc Investment Co. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 12.673282576859718% vs 2022
2024 filing year
$4M$4.2M$4.4M$4.6M$4.8M 202220232024 $4.16M $4.68M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 30 $4M
2023 1 33 $5M
2024 1 30 $5M

Hotc Investment Co. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$83K
Employer EIN261121084
Plan Effective Date2007-05-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Hotc Investment Co. Employee Stock Ownership Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Hotc Investment Co. Employee Stock Ownership Plan, Total assets ($B): 0.004155135 · Participants: 30Hotc Investment Co. Employee Stock Ownership PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Hotc Investment Co. Employee Stock Ownership Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Hotc Investment Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Hotc Investment Co. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Mancy's Restaurant, Inc. 401(k) Profit Sharing Plan in OH ($4M); by covered participants it is Spark451 Inc. 401(k) Plan in NY (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Hotc Investment Co. Employee Stock Ownership Plan assets move in 2022? ▼
Hotc Investment Co. Employee Stock Ownership Plan edged down modestly - down 2.0% during 2022, from $4M to $4M. Reported net income was -$83K.
How have Hotc Investment Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hotc Investment Co.'s sponsor-wide assets grew 12.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Hotc Investment Co. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mancy's Restaurant, Inc. 401(k) Profit Sharing Plan in OH ($4M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Hotc Investment Co. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spark451 Inc. 401(k) Plan in NY (30 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 261121084.

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.