401(k) · DOL Form 5500 · 2023
Huggins & Company Cpa PA 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $343,894
- Avg per participant High balance/head
Official DOL plan name: Huggins & Company Cpa PA 401(k)Safe Harbor Plan · Sponsored by Huggins & Company Cpa PA · North Carolina · Professional & Technical Services
$3M in assets, 8 participants
Huggins & Company Cpa PA's Huggins & Company Cpa PA 401(k)Safe Harbor Plan reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #6,333 in Professional & Technical Services (20,321 peers)
Huggins & Company Cpa PA multi-year trail
Huggins & Company Cpa PA's plans moved +68.0% in assets from 2022 to 2024; this filing shows Huggins & Company Cpa PA 401(k)Safe Harbor Plan at $3M / 8 participants.
- #6,333
- in Professional & Technical Services (20,321 peers)
- +38.2%
- assets growth YoY
Huggins & Company Cpa PA 401(k)Safe Harbor Plan's mid-pack asset rank among Professional & Technical Services and all filers
Huggins & Company Cpa PA 401(k)Safe Harbor Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,751,152 34th percentile higher than 34% 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
Huggins & Company Cpa PA 401(k)Safe Harbor 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. Huggins & Company Cpa PA 401(k)Safe Harbor Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Huggins & Company Cpa PA 401(k)Safe Harbor Plan reported net income rose from -$697K in the plan year 2022 filing to $760K in the plan year 2023 filing.
- Huggins & Company Cpa PA 401(k)Safe Harbor Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 561529205 · Huggins & Company Cpa PA PY 2023 · 401(k)
Huggins & Company Cpa PA 401(k)Safe Harbor Plan · $3M · 8 · 34th
- EBSA $3M
- PART 8
- TYPE 34th
- NET 401(k)
- BOOK near First Insight Corporation
- VS-ST ind #6333
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 Professional & Technical Services retirement plans → · Plans in North Carolina →
Huggins & Company Cpa PA 401(k)Safe Harbor Plan in the asset neighbourhood
Huggins & Company Cpa PA multi-year asset trail
Sponsor-wide plan assets over time
All Huggins & Company Cpa PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 68.03582101546452% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $2M |
| 2023 | 1 | 8 | $3M |
| 2024 | 1 | 8 | $3M |
Huggins & Company Cpa PA filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $760K |
| Employer EIN | 561529205 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Huggins & Company Cpa PA 401(k)Safe Harbor Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is First Insight Corporation in OR ($3M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.