401(k) · DOL Form 5500 · 2022

Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
127
Participants Small participant base
68th
Percentile by assets National rank
$93,077
Avg per participant Below avg balance/head
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Official DOL plan name: Hungerford Nichols Investment Plan and Trust · Sponsored by Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols · Michigan · Professional & Technical Services

$12M in assets, 127 participants

Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols's Hungerford Nichols Investment Plan and Trust reported $12M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,528 in Professional & Technical Services (21,562 peers)

Coverage in Michigan

Hungerford Nichols Investment Plan and Trust covers 127 participants in Michigan, about 20% of the average Michigan filer (state average ~638 per filing). Assets: $12M.

#14,528
in Professional & Technical Services (21,562 peers)
-5.0%
assets change YoY

The plan reported a net loss of $601K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hungerford Nichols Investment Plan and Trust's outsized position by total assets

Hungerford Nichols Investment Plan and Trust vs every filed plan by assets

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

$11,820,723 Top 32% higher than 68% 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

Hungerford Nichols Investment Plan and Trust 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. Hungerford Nichols Investment Plan and Trust sits mid-pack in the medium band (127 participants).

Published 5500 schedule card

Filing strip 382184825 · Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols PY 2022 · 401(k)

Hungerford Nichols Investment Plan and Trust · $12M · 127 · 68th

  • BOY $12M
  • BOY 127
  • BOY 68th
  • BOY 401(k)
  • BOY near Balsam Brands Inc. Retirement Trust
  • BOY ind #14528

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 Michigan →

Hungerford Nichols Investment Plan and Trust in the asset neighbourhood

Hungerford Nichols Investment Plan and TrustHungerford Nichols Investmen…$12MBalsam Brands Inc. Retirement TrustBalsam Brands Inc. Retiremen…$12MTramontina USA, Inc. Retirement Savings PlanTramontina USA, Inc. Retirem…$12MWilson Lumber Company, Inc. 401(k) Profit Sharing PlanWilson Lumber Company, Inc. …$12MArkana Laboratories Retirement PlanArkana Laboratories Retireme…$12M
End-of-year total assets ($M) among Hungerford Nichols Investment Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income-$601K
Employer EIN382184825
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols)

Sponsor-wide plan assets over time

All Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols plans reported in each filing year

Latest sponsor-wide plan assets
$17M 46.40909866511549% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.8M $17.3M ▲ +46.4%
Year Plans Participants Total Assets
2022 1 127 $12M
2023 1 153 $14M
2024 1 162 $17M

Nearby 401(k) Plans in Michigan

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

Hungerford Nichols Investment Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Hungerford Nichols Investment Plan and Trust, Total assets ($B): 0.011820723 · Participants: 127Hungerford Nichols Investment Plan and TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Hungerford Nichols Investment Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Hungerford Nichols Investment Plan and Trust side-by-side with 3 peers →

Hungerford Nichols Investment Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Balsam Brands Inc. Retirement Trust in CA ($12M); by covered participants it is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Hungerford Nichols Investment Plan and Trust assets move in 2022? ▼
Hungerford Nichols Investment Plan and Trust edged down modestly - down 5.0% during 2022, from $12M to $12M. Reported net income was -$601K.
How have Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols's sponsor-wide assets grew 46.4%, from $12M to $17M.
Which 401(k) plans are similar in size to Hungerford Nichols Investment Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Balsam Brands Inc. Retirement Trust in CA ($12M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Hungerford Nichols Investment Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 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 382184825.

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.