401(k) · DOL Form 5500 · 2023

Hulsey Lube, Inc. 401(k) Plan

Data updated 2026-08-25

$422K
Total assets Small plan by assets
6
Participants Small participant base
17th
Percentile by assets National rank
$70,342
Avg per participant Below avg balance/head
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Official DOL plan name: Hulsey Lube Retirement Plan · Sponsored by Hulsey Lube, Inc. · Arkansas · Other Services

$422K in assets, 6 participants

Hulsey Lube, Inc.'s Hulsey Lube Retirement Plan reported $422K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,821 in Other Services (7,857 peers)

What the 2023 filing shows

Hulsey Lube Retirement Plan holds $422K for 6 participants - about $70,342 per participant, among the smaller plans by assets on file.

#2,821
in Other Services (7,857 peers)
-1.5%
assets change YoY

The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hulsey Lube Retirement Plan among the smaller filed plans by assets

Hulsey Lube Retirement Plan vs every filed plan by assets

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

$422,051 17th percentile higher than 17% of 127,068 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 2023

Hulsey Lube Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hulsey Lube Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hulsey Lube Retirement Plan reported net income fell from $32K in the plan year 2022 filing to -$6K in the plan year 2023 filing.
  • Hulsey Lube Retirement Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Hulsey Lube Retirement Plan end-of-year assets fell from $429K in the plan year 2022 filing to $422K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 473490393 · Hulsey Lube, Inc. PY 2023 · 401(k)

Hulsey Lube Retirement Plan · $422K · 6 · 17th

  • BOOK $422K
  • BOOK 6
  • BOOK 17th
  • BOOK 401(k)
  • BOOK near Legare Investments, Inc 401(k) Profit Sharing Plan
  • BOOK ind #2821

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 Other Services retirement plans → · Plans in Arkansas →

Hulsey Lube Retirement Plan in the asset neighbourhood

Hulsey Lube Retirement Plan$422KLegare Investments, Inc 401(k) Profit Sharing PlanLegare Investments, Inc 401(…$422KGp Mobile, LLC Retirement PlanGp Mobile, LLC Retirement Pl…$422KL&p Pools, Inc. 401(k) Plan$422KMerriman, Hurst & Associates 401(k) PlanMerriman, Hurst & Associates…$422K
End-of-year total assets ($M) among Hulsey Lube Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$429K
Net Assets (End of Year)$422K
Net Income-$6K
Employer EIN473490393
Plan Effective Date2015-03-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Hulsey Lube, Inc.)

Sponsor-wide plan assets over time

All Hulsey Lube, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$434K 1.2267948613234076% vs 2022
2024 filing year
$0.42M$0.42M$0.43M$0.43M$0.44M 202220232024 $0.43M $0.43M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 7 $429K
2023 1 6 $422K
2024 1 8 $434K

Nearby 401(k) Plans in Arkansas

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

Hulsey Lube Retirement Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants Hulsey Lube Retirement Plan, Total assets ($B): 0.000422051 · Participants: 6Hulsey Lube Retirement PlanWalmart 401(k) Plan, Total assets ($B): 41.538754799 · Participants: 1611202Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.539529752 · Participants: 113806Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.853974665 · Participants: 30034Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.318138116 · Participants: 39077J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.230072939 · Participants: 10991Windstream 401(k) Plan
Hulsey Lube Retirement Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Hulsey Lube Retirement Plan side-by-side with 3 peers →

Hulsey Lube Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Legare Investments, Inc 401(k) Profit Sharing Plan in SC ($422K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($422K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

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 Hulsey Lube Retirement Plan assets move in 2023? ▼
Hulsey Lube Retirement Plan edged down modestly - down 1.5% during 2023, from $429K to $422K. Reported net income was -$6K.
How have Hulsey Lube, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hulsey Lube, Inc.'s sponsor-wide assets grew 1.2%, from $429K to $434K.
Where does Hulsey Lube Retirement Plan rank by assets among Form 5500 filers? ▼
Hulsey Lube Retirement Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Hulsey Lube Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Legare Investments, Inc 401(k) Profit Sharing Plan in SC ($422K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Hulsey Lube Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 473490393.

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.