401(k) · DOL Form 5500 · 2022
Hunt Valley Holdings LLC 401(k) Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 7,564
- Participants Very large workforce
- 93rd
- Percentile by assets National rank
- $13,034
- Avg per participant Low balance/head
Official DOL plan name: Fundamental Retirement Savings Plan · Sponsored by Hunt Valley Holdings LLC · Maryland · Healthcare & Social Assistance
$99M in assets, 7,564 participants
Hunt Valley Holdings LLC's Fundamental Retirement Savings Plan reported $99M in total assets and 7,564 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,794 in Healthcare & Social Assistance (20,060 peers)
Coverage in Maryland
Fundamental Retirement Savings Plan covers 7,564 participants in Maryland, 8.1x the typical Maryland plan (state average ~929 per filing). Assets: $99M.
- #18,794
- in Healthcare & Social Assistance (20,060 peers)
- -14.3%
- assets change YoY
- 1.0×
- 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.
Fundamental Retirement Savings Plan's outsized position by total assets
Fundamental Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$98,592,952 Top 7% higher than 93% 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
Fundamental Retirement Savings Plan'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. Fundamental Retirement Savings Plan lands in the large band (7,564 participants).
DOL schedule card
Filing strip 204005037 · Hunt Valley Holdings LLC PY 2022 · 401(k)
Fundamental Retirement Savings Plan · $99M · 7,564 · 93rd
- ASSETS $99M
- ASSETS 7,564
- ASSETS 93rd
- ASSETS 401(k)
- ASSETS near Sonesta International Hotels Corporation and Subsidiaries 401(k) Plan
- ASSETS ind #18794
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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →
Fundamental Retirement Savings Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | -$16M |
| Employer EIN | 204005037 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hunt Valley Holdings LLC)
Sponsor-wide plan assets over time
All Hunt Valley Holdings LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $122M 24.215774571796977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,564 | $99M |
| 2023 | 1 | 7,282 | $112M |
| 2024 | 1 | 8,194 | $122M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
Scale composition for Fundamental Retirement Savings Plan
Fundamental Retirement Savings Plan reports $99M in end-of-year assets across 7,564 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $13,034 per participant (9% of the national average assets-per-participant) . Net income for plan year 2022 was -$16M.
This plan identity (EIN 204005037, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $99M to $122M (+24.2%) while covered participants moved from 7,564 to 8,194 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,564 | $99M | This page |
| 2023 | 7,282 | $112M | Open filing |
| 2024 · index core | 8,194 | $122M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Fundamental Retirement Savings Plan (401(k), $122M, 8,194 participants)
Fundamental Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Sonesta International Hotels Corporation and Subsidiaries 401(k) Plan in MA ($99M); by covered participants it is Qurate Retail Group 401(k) Retirement Savings Plan for Qvc and Hsn in PA (7,566 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
Similar participant headcount
Nearest other-state filings by covered participants (7,564 participants); asset peers above are excluded.
- Qurate Retail Group 401(k) Retirement Savings Plan for Qvc and Hsn (PA) 7,566 · 2 off
- Nisource Inc Retirement Savings Plan (IN) 7,561 · 3 off
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan (KS) 7,558 · 6 off
- Deutsche Bank Matched Savings Plan (NY) 7,557 · 7 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.