401(k) · DOL Form 5500 · 2023

Michelle L Hoesly 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
3
Participants Small participant base
57th
Percentile by assets National rank
$3.1M
Avg per participant High balance/head
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Official DOL plan name: Michelle L Hoesly Profit Sharing Plan · Sponsored by Michelle L Hoesly · Virginia · Finance & Insurance

$9M in assets, 3 participants

Michelle L Hoesly's Michelle L Hoesly Profit Sharing Plan reported $9M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,699 in Finance & Insurance (8,869 peers)

Michelle L Hoesly multi-year trail

Michelle L Hoesly's plans moved +17.5% in assets from 2022 to 2024; this filing shows Michelle L Hoesly Profit Sharing Plan at $9M / 3 participants.

#3,699
in Finance & Insurance (8,869 peers)
+4.8%
assets growth YoY

The plan reported a net loss of $224K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Michelle L Hoesly Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Michelle L Hoesly Profit Sharing Plan vs every filed plan by assets

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

$9,290,775 Top 43% higher than 57% 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

Michelle L Hoesly Profit Sharing 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. Michelle L Hoesly Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Michelle L Hoesly Profit Sharing Plan reported net income rose from -$699K in the plan year 2022 filing to -$224K in the plan year 2023 filing.
  • Michelle L Hoesly Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 541519860 · Michelle L Hoesly PY 2023 · 401(k)

Michelle L Hoesly Profit Sharing Plan · $9M · 3 · 57th

  • ASSETS $9M
  • ASSETS 3
  • ASSETS 57th
  • ASSETS 401(k)
  • ASSETS near 403(b) Thrift Plan of Newcap, Inc.
  • ASSETS ind #3699

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 Virginia →

Michelle L Hoesly Profit Sharing Plan in the asset neighbourhood

Michelle L Hoesly Profit Sharing PlanMichelle L Hoesly Profit Sha…$9M403(b) Thrift Plan of Newcap, Inc.403(b) Thrift Plan of Newcap…$9MEarthbound Trading 401(k) Profit Sharing Plan & TrustEarthbound Trading 401(k) Pr…$9MMiles It Company 401(k) Plan$9MMinutemen Security Technologies Retirement PlanMinutemen Security Technolog…$9M
End-of-year total assets ($M) among Michelle L Hoesly Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michelle L Hoesly multi-year asset trail

Sponsor-wide plan assets over time

All Michelle L Hoesly plans reported in each filing year

Latest sponsor-wide plan assets
$10M 17.46431372133142% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M$11M 202220232024 $8.86M $10.4M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 3 $9M
2023 1 3 $9M
2024 1 3 $10M

Michelle L Hoesly filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$224K
Employer EIN541519860
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Michelle L Hoesly Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Michelle L Hoesly Profit Sharing Plan, Total assets ($B): 0.009290775 · Participants: 3Michelle L Hoesly Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Michelle L Hoesly Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Michelle L Hoesly Profit Sharing Plan side-by-side with 3 peers →

Michelle L Hoesly Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is 403(b) Thrift Plan of Newcap, Inc. in WI ($9M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Michelle L Hoesly Profit Sharing Plan assets move in 2023? ▼
Michelle L Hoesly Profit Sharing Plan edged up modestly - up 4.8% during 2023, from $9M to $9M. Reported net income was -$224K.
How have Michelle L Hoesly plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michelle L Hoesly's sponsor-wide assets grew 17.5%, from $9M to $10M.
Which 401(k) plans are similar in size to Michelle L Hoesly Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan of Newcap, Inc. in WI ($9M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Michelle L Hoesly Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 541519860.

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.