401(k) · DOL Form 5500 · 2022

Hathaway & Kunz, LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
15
Participants Small participant base
44th
Percentile by assets National rank
$235,909
Avg per participant Above avg balance/head
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Official DOL plan name: Hathaway & Kunz, LLP 401(k) Profit Sharing Plan · Sponsored by Hathaway & Kunz, LLP · Wyoming · Professional & Technical Services

$4M in assets, 15 participants

Hathaway & Kunz, LLP's Hathaway & Kunz, LLP 401(k) Profit Sharing Plan reported $4M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,844 in Professional & Technical Services (21,562 peers)

Hathaway & Kunz, LLP multi-year trail

Hathaway & Kunz, LLP's plans moved +32.6% in assets from 2022 to 2024; this filing shows Hathaway & Kunz, LLP 401(k) Profit Sharing Plan at $4M / 15 participants.

#8,844
in Professional & Technical Services (21,562 peers)
-27.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hathaway & Kunz, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hathaway & Kunz, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,538,632 44th percentile higher than 44% 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

Hathaway & Kunz, LLP 401(k) Profit Sharing 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. Hathaway & Kunz, LLP 401(k) Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 814724046 · Hathaway & Kunz, LLP PY 2022 · 401(k)

Hathaway & Kunz, LLP 401(k) Profit Sharing Plan · $4M · 15 · 44th

  • PART $4M
  • PART 15
  • PART 44th
  • PART 401(k)
  • PART near Hayes & Sherry 401(k) Profit Sharing Plan
  • PART ind #8844

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 Wyoming →

Hathaway & Kunz, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Hathaway & Kunz, LLP 401(k) Profit Sharing PlanHathaway & Kunz, LLP 401(k) …$4MHayes & Sherry 401(k) Profit Sharing PlanHayes & Sherry 401(k) Profit…$4MGuam & Guam Incorporated Dba Pacific Islands Club - Guam 401(k) Profit Sharing PlanGuam & Guam Incorporated Dba…$4MOrangepeople, LLC 401(k) Profit Sharing Plan and TrustOrangepeople, LLC 401(k) Pro…$4MFamily First Homecare 401(k) PlanFamily First Homecare 401(k)…$4M
End-of-year total assets ($M) among Hathaway & Kunz, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hathaway & Kunz, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Hathaway & Kunz, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 32.564618191436686% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.54M $4.69M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 15 $4M
2023 1 15 $5M
2024 1 19 $5M

Hathaway & Kunz, LLP filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN814724046
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wyoming

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

Hathaway & Kunz, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Hathaway & Kunz, LLP 401(k) Profit Sharing Plan, Total assets ($M): 3.538632 · Participants: 15Hathaway & Kunz, LLP 401(k) Profit Sharing PlanAdmiral Beverage Corporation 401(k) Plan, Total assets ($M): 140.627198 · Participants: 1268Admiral Beverage Corporation 401(k) PlanWyoming Machinery Company Profit Sharing 401(k) Plan, Total assets ($M): 119.599642 · Participants: 668Wyoming Machinery Company Profit Sharing 401(k) PlanTrihydro Corporation 401(k) Plan, Total assets ($M): 91.266859 · Participants: 564Trihydro Corporation 401(k) PlanTrue Companies Employees 401(k) Savings Plan, Total assets ($M): 51.801653 · Participants: 701True Companies Employees 401(k) Savings PlanNeiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($M): 41.442051 · Participants: 522Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust
Hathaway & Kunz, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants

Hathaway & Kunz, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wyoming, the nearest 401(k) by assets is Hayes & Sherry 401(k) Profit Sharing Plan in RI ($4M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.

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 Hathaway & Kunz, LLP 401(k) Profit Sharing Plan assets move in 2022?
Hathaway & Kunz, LLP 401(k) Profit Sharing Plan declined sharply - down 27.7% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Hathaway & Kunz, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Hathaway & Kunz, LLP's sponsor-wide assets grew 32.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Hathaway & Kunz, LLP 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Hayes & Sherry 401(k) Profit Sharing Plan in RI ($4M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Hathaway & Kunz, LLP 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants, $526K in assets).