401(k) · DOL Form 5500 · 2022

Hodge Company 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
719
Participants Below avg headcount
75th
Percentile by assets National rank
$23,893
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hodge Company Employee Retirement Savings Plan · Sponsored by Hodge Company · Iowa · Transportation & Warehousing

$17M in assets, 719 participants

Hodge Company's Hodge Company Employee Retirement Savings Plan reported $17M in total assets and 719 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,934 in Transportation & Warehousing (3,876 peers)

Where Hodge Company Employee Retirement Savings Plan sits by assets

Hodge Company Employee Retirement Savings Plan sits in the top quartile of all filed plans by assets, $17M for 719 participants (~$23,893/participant), down 22.8% in 2022.

#2,934
in Transportation & Warehousing (3,876 peers)
-22.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hodge Company Employee Retirement Savings Plan's outsized position by total assets

Hodge Company Employee Retirement Savings Plan vs every filed plan by assets

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

$17,178,921 Top 25% higher than 75% 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

Hodge Company Employee Retirement Savings 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. Hodge Company Employee Retirement Savings Plan sits mid-pack in the medium band (719 participants).

Form 5500 schedule snapshot

Filing strip 420845793 · Hodge Company PY 2022 · 401(k)

Hodge Company Employee Retirement Savings Plan · $17M · 719 · 75th

  • PART $17M
  • PART 719
  • PART 75th
  • PART 401(k)
  • PART near Puma Energy Puerto Rico Retirement Savings Plan
  • PART ind #2934

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 Transportation & Warehousing retirement plans → · Plans in Iowa →

Hodge Company Employee Retirement Savings Plan in the asset neighbourhood

Hodge Company Employee Retirement Savings PlanHodge Company Employee Retir…$17MPuma Energy Puerto Rico Retirement Savings PlanPuma Energy Puerto Rico Reti…$17MAllhealth Network Employees Retirement PlanAllhealth Network Employees …$17MPeruvian Connection, LLC 401(k) & Profit Sharing PlanPeruvian Connection, LLC 401…$17MMillion Dollar Round Table 401(k) Thrift PlanMillion Dollar Round Table 4…$17M
End-of-year total assets ($M) among Hodge Company Employee Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$17M
Net Income-$5M
Employer EIN420845793
Plan Effective Date1981-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hodge Company)

Sponsor-wide plan assets over time

All Hodge Company plans reported in each filing year

Latest sponsor-wide plan assets
$25M 42.68016600111264% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.2M $24.5M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 719 $17M
2023 1 844 $21M
2024 1 899 $25M

Nearby 401(k) Plans in Iowa

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

Hodge Company Employee Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Hodge Company Employee Retirement Savings Plan, Total assets ($B): 0.017178921 · Participants: 719Hodge Company Employee Retirement Savings PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Hodge Company Employee Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Hodge Company Employee Retirement Savings Plan side-by-side with 3 peers →

Hodge Company Employee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Puma Energy Puerto Rico Retirement Savings Plan in PR ($17M); by covered participants it is Independent Healthcare Properties, LLC 401(k) Profit Sharing Plan in TN (719 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (719 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 Hodge Company Employee Retirement Savings Plan assets move in 2022? ▼
Hodge Company Employee Retirement Savings Plan declined sharply - down 22.8% during 2022, from $22M to $17M. Reported net income was -$5M.
How have Hodge Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hodge Company's sponsor-wide assets grew 42.7%, from $17M to $25M.
Where does Hodge Company Employee Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Hodge Company Employee Retirement Savings Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hodge Company Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Puma Energy Puerto Rico Retirement Savings Plan in PR ($17M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Hodge Company Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Independent Healthcare Properties, LLC 401(k) Profit Sharing Plan in TN (719 participants, $9M 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 420845793.

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.