401(k) · DOL Form 5500 · 2022
Hodges Capital Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $903,533
- Avg per participant High balance/head
Official DOL plan name: Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust · Sponsored by Hodges Capital Holdings, Inc. · Texas · Finance & Insurance
$20M in assets, 22 participants
Hodges Capital Holdings, Inc.'s Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust reported $20M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #5,910 in Finance & Insurance (9,261 peers)
Where Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust sits by assets
Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust sits in the top quartile of all filed plans by assets, $20M for 22 participants (~$903,533/participant), up 19.6% in 2022.
- #5,910
- in Finance & Insurance (9,261 peers)
- +19.6%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust's outsized position by total assets
Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,877,720 Top 23% higher than 77% 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
Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust is a small filing (22 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 752278916 · Hodges Capital Holdings, Inc. PY 2022 · 401(k)
Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust · $20M · 22 · 77th
- PART $20M
- PART 22
- PART 77th
- PART 401(k)
- PART near Ace Endico Corp. 401(k) Plan
- PART ind #5910
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 Finance & Insurance retirement plans → · Plans in Texas →
Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 752278916 |
| Plan Effective Date | 1990-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hodges Capital Holdings, Inc.)
Sponsor-wide plan assets over time
All Hodges Capital Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 49.396223510543464% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $20M |
| 2023 | 1 | 22 | $24M |
| 2024 | 1 | 23 | $30M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Ace Endico Corp. 401(k) Plan in NY ($20M); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Ace Endico Corp. 401(k) Plan (NY) $20M · 463
- Belmond USA Inc. 401(k) Plan (SC) $20M · 589
- Auro Hotels Management, LLC 401(k) Plan (SC) $20M · 2,134
- Yellowstone Club Operations, LLC Retirement Plan and Trust (MT) $20M · 594
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Bi-Lo Distributors, Ltd. 401(k) Plan (NY) 22 · 0 off
- Bei 401(k) Plan (ID) 22 · 0 off
- Mcworth Management Company (TN) 22 · 0 off
- Community State Bankshares, Inc. Employee Stock Ownership Plan (CO) 22 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.