401(k) · DOL Form 5500 · 2023

Hilliard Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$391K
Total assets Small plan by assets
3
Participants Small participant base
16th
Percentile by assets National rank
$130,310
Avg per participant Near avg balance/head
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Official DOL plan name: Hilliard Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Hilliard Investments, Inc. · Florida · Finance & Insurance

$391K in assets, 3 participants

Hilliard Investments, Inc.'s Hilliard Investments, Inc. 401(k) Profit Sharing Plan reported $391K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

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

Hilliard Investments, Inc. multi-year trail

Hilliard Investments, Inc.'s plans moved -40.7% in assets from 2022 to 2024; this filing shows Hilliard Investments, Inc. 401(k) Profit Sharing Plan at $391K / 3 participants.

#827
in Finance & Insurance (8,869 peers)
-60.1%
assets change YoY

The plan reported a net loss of $589K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hilliard Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Hilliard Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$390,930 16th percentile higher than 16% 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

Hilliard Investments, Inc. 401(k) 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. Hilliard Investments, Inc. 401(k) 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

  • Hilliard Investments, Inc. 401(k) Profit Sharing Plan reported net income fell from -$44K in the plan year 2022 filing to -$589K in the plan year 2023 filing.
  • Hilliard Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $980K in the plan year 2022 filing to $391K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 471568398 · Hilliard Investments, Inc. PY 2023 · 401(k)

Hilliard Investments, Inc. 401(k) Profit Sharing Plan · $391K · 3 · 16th

  • EBSA $391K
  • EBSA 3
  • EBSA 16th
  • EBSA 401(k)
  • EBSA near Crossroads Management Holdings, Inc. 401(k) Plan
  • EBSA ind #827

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 Florida →

Hilliard Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Hilliard Investments, Inc. 401(k) Profit Sharing PlanHilliard Investments, Inc. 4…$391KCrossroads Management Holdings, Inc. 401(k) PlanCrossroads Management Holdin…$391KChester Anderson & Sons, Inc. Savings PlanChester Anderson & Sons, Inc…$391KCanopy Concepts Inc. 401(k) PlanCanopy Concepts Inc. 401(k) …$391KCuatro Gemas USA 401(k) Trust$391K
End-of-year total assets ($M) among Hilliard Investments, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hilliard Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hilliard Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$581K 40.67702003426632% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.98M $0.58M ▼ -40.8%
Year Plans Participants Total Assets
2022 1 3 $980K
2023 1 3 $391K
2024 1 3 $581K

Hilliard Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$980K
Net Assets (End of Year)$391K
Net Income-$589K
Employer EIN471568398
Plan Effective Date2014-08-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Hilliard Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Hilliard Investments, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00039093 · Participants: 3Hilliard Investments, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Hilliard Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Hilliard Investments, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hilliard Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Crossroads Management Holdings, Inc. 401(k) Plan in MA ($391K); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($391K here).

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 Hilliard Investments, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Hilliard Investments, Inc. 401(k) Profit Sharing Plan contracted severely - down 60.1% during 2023, from $980K to $391K. Reported net income was -$589K.
How have Hilliard Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hilliard Investments, Inc.'s sponsor-wide assets declined 40.7%, from $980K to $581K.
Where does Hilliard Investments, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hilliard Investments, Inc. 401(k) Profit Sharing Plan ranks in the 16th 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 Hilliard Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crossroads Management Holdings, Inc. 401(k) Plan in MA ($391K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Hilliard Investments, Inc. 401(k) 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 471568398.

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.