401(k) · DOL Form 5500 · 2023

Hulsey Lube, Inc. 401(k) Plan

Data updated 2026-08-11

$422K
Total assets
6
Participants
17th
Percentile by assets
$70,342
Avg per participant
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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.

  • 17th percentile by assets (of 127,072 plans)
  • #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.

$422K
total plan assets (2023 EOY)
6
covered participants
17th
percentile by assets (of 127,072 plans)
$70,342
avg assets per participant

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.

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 →

State
Industry

401(k) filing for Hulsey Lube Retirement Plan

401(k) filing for plan year 2023: EIN 473490393 ; effective since 2015-03-23 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

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.)

$0.42M$0.42M$0.43M$0.43M$0.44M 202220232024 $0.43M $0.43M ▲ +0.0%
Total plan assets by year, all Hulsey Lube, Inc. plans on file
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

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 Retireme…Walmart 401(k) PlanTyson Foods, Inc. Re…Dillard's, Inc. Inve…J.B. Hunt Transport …Windstream 401(k) Plan
Hulsey Lube Retirement Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Hulsey Lube Retirement Plan by total assets, not by location.

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).

Next read for Hulsey Lube Retirement Plan

Filing takeaways

Ways to act on Hulsey Lube Retirement Plan's numbers.