401(k) · DOL Form 5500 · 2022
Hoffman Hoffman Inc 401(k) Plan
Data updated 2026-08-25
- $212M
- Total assets Near avg plan size
- 579
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $366,947
- Avg per participant High balance/head
Official DOL plan name: Hoffman Hoffman Inc Employee Stock Ownership Plan · Sponsored by Hoffman Hoffman Inc · North Carolina · Professional & Technical Services
$212M in assets, 579 participants
Hoffman Hoffman Inc's Hoffman Hoffman Inc Employee Stock Ownership Plan reported $212M in total assets and 579 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #20,899 in Professional & Technical Services (21,562 peers)
Where Hoffman Hoffman Inc Employee Stock Ownership Plan sits by assets
Hoffman Hoffman Inc Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $212M for 579 participants (~$366,947/participant), down 2.4% in 2022.
- #20,899
- in Professional & Technical Services (21,562 peers)
- -2.4%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hoffman Hoffman Inc Employee Stock Ownership Plan's outsized position by total assets
Hoffman Hoffman Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$212,462,541 Top 4% higher than 96% 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
Hoffman Hoffman Inc Employee Stock Ownership Plan 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. Hoffman Hoffman Inc Employee Stock Ownership Plan sits mid-pack in the medium band (579 participants).
Form 5500 schedule snapshot
Filing strip 560667189 · Hoffman Hoffman Inc PY 2022 · 401(k)
Hoffman Hoffman Inc Employee Stock Ownership Plan · $212M · 579 · 96th
- EOY $212M
- 5500 579
- ASSETS 96th
- PCT 401(k)
- EIN near Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan
- RANK ind #20899
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 North Carolina →
Hoffman Hoffman Inc Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $218M |
|---|---|
| Net Assets (End of Year) | $197M |
| Net Income | -$4M |
| Employer EIN | 560667189 |
| Plan Effective Date | 1966-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hoffman Hoffman Inc)
Sponsor-wide plan assets over time
All Hoffman Hoffman Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $406M 91.18528804567013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 579 | $212M |
| 2023 | 1 | 675 | $263M |
| 2024 | 1 | 826 | $406M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Hoffman Hoffman Inc Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan in NY ($212M); by covered participants it is Reborn Cabinets 401(k) and Profit Sharing Plan in CA (579 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($212M here).
- Pkf O'connor Davies, LLP 401(k) Savings & Retirement Plan (NY) $212M · 1,163
- British Airways Savings Plan (NY) $212M · 564
- Bricklayers and Trowel Trades Int'l Retirement Savings Plan (DC) $212M · 19,760
- Peloton Interactive, Inc. Retirement Plan (NY) $212M · 7,720
Similar participant headcount
Nearest other-state filings by covered participants (579 participants); asset peers above are excluded.
- Reborn Cabinets 401(k) and Profit Sharing Plan (CA) 579 · 0 off
- Frontier Cooperative 401(k) Plan (IA) 579 · 0 off
- Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan (CA) 579 · 0 off
- Hrm Enterprises, Inc. 401(k) Plan (OH) 579 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.