401(k) · DOL Form 5500 · 2023

Gary Hicks 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 4
Participants Small participant base: 25th
Percentile by assets National rank: $285,740
Avg per participant High balance/head

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Official DOL plan name: G.L. Hicks Financial, LLC · Sponsored by Gary Hicks · Utah · Finance & Insurance

$1M in assets, 4 participants

Gary Hicks's G.L. Hicks Financial, LLC reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

#1,431 in Finance & Insurance (8,869 peers)

Gary Hicks multi-year trail

Gary Hicks's plans moved +15.5% in assets from 2022 to 2024; this filing shows G.L. Hicks Financial, LLC at $1M / 4 participants.

#1,431
in Finance & Insurance (8,869 peers): +7.4%
assets growth YoY

G.L. Hicks Financial, LLC among the smaller filed plans by assets

G.L. Hicks Financial, LLC vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,142,960 25th percentile higher than 25% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

G.L. Hicks Financial, LLC among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. G.L. Hicks Financial, LLC is a micro filing (4 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

G.L. Hicks Financial, LLC reported net income rose from -$22K in the plan year 2022 filing to $79K in the plan year 2023 filing.
G.L. Hicks Financial, LLC end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680364454 · Gary Hicks PY 2023 · 401(k)

G.L. Hicks Financial, LLC · $1M · 4 · 25th

BOY $1M
BOY 4
BOY 25th
BOY 401(k)
BOY near Impact Outsourcing Solutions, Inc. 401(k) Plan
BOY ind #1431

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 Utah →

End-of-year total assets ($M) among G.L. Hicks Financial, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Gary Hicks multi-year asset trail

Latest sponsor-wide plan assets: $1M 15.527741874838435% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$1M
2023	1	4	$1M
2024	2	8	$1M

Gary Hicks filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$79K
Employer EIN	680364454
Plan Effective Date	2007-04-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Utah

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

G.L. Hicks Financial, LLC vs. nearby 401(k) plans in Utah, assets vs. participants

Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
Deseret 401(k) Plan $5.5B · 24,292
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537

Compare G.L. Hicks Financial, LLC side-by-side with 3 peers →

G.L. Hicks Financial, LLC's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Impact Outsourcing Solutions, Inc. 401(k) Plan in GA ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Impact Outsourcing Solutions, Inc. 401(k) Plan (GA) $1M · 1,479
Milwaukee Anesthesiology Consultants, Ltd 401(k) Profit Sharing Plan (WI) $1M · 1
The All-Star Team, Inc. 401(k) Profit Sharing Plan (MS) $1M · 19
Braces R US, Inc. 401(K Profit Sharing Plan (ID) $1M · 4

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did G.L. Hicks Financial, LLC assets move in 2023? ▼

G.L. Hicks Financial, LLC grew at a solid clip - up 7.4% during 2023, from $1M to $1M. Reported net income was $79K.

How have Gary Hicks plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Gary Hicks's sponsor-wide assets grew 15.5%, from $1M to $1M.

Where does G.L. Hicks Financial, LLC rank by assets among Form 5500 filers? ▼

G.L. Hicks Financial, LLC ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).

Which 401(k) plans are similar in size to G.L. Hicks Financial, LLC? ▼

Among 401(k) plans in other states, the closest by assets is Impact Outsourcing Solutions, Inc. 401(k) Plan in GA ($1M, 1,479 participants).

Which 401(k) plans cover a similar participant headcount to G.L. Hicks Financial, LLC? ▼

Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680364454.