401(k) · DOL Form 5500 · 2023

Hemar, Rousso & Heald, LLP 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
33
Participants Small participant base
51st
Percentile by assets National rank
$209,519
Avg per participant Above avg balance/head
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Official DOL plan name: Hemar, Rousso & Heald, LLP 401(k) Plan · Sponsored by Hemar, Rousso & Heald, LLP · California · Professional & Technical Services

$7M in assets, 33 participants

Hemar, Rousso & Heald, LLP's Hemar, Rousso & Heald, LLP 401(k) Plan reported $7M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,991 in Professional & Technical Services (20,321 peers)

Hemar, Rousso & Heald, LLP multi-year trail

Hemar, Rousso & Heald, LLP's plans moved +48.5% in assets from 2022 to 2024; this filing shows Hemar, Rousso & Heald, LLP 401(k) Plan at $7M / 33 participants.

#9,991
in Professional & Technical Services (20,321 peers)
+24.7%
assets growth YoY

Hemar, Rousso & Heald, LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hemar, Rousso & Heald, LLP 401(k) Plan vs every filed plan by assets

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

$6,914,137 Top 49% higher than 51% 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

Hemar, Rousso & Heald, LLP 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hemar, Rousso & Heald, LLP 401(k) Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hemar, Rousso & Heald, LLP 401(k) Plan reported net income rose from -$879K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Hemar, Rousso & Heald, LLP 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Hemar, Rousso & Heald, LLP 401(k) Plan reported participants fell from 34 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953555464 · Hemar, Rousso & Heald, LLP PY 2023 · 401(k)

Hemar, Rousso & Heald, LLP 401(k) Plan · $7M · 33 · 51st

  • BOOK $7M
  • VS-ST 33
  • BOY 51st
  • SCH 401(k)
  • EBSA near Diabetic Care Rx LLC Dba Patient Care America 401(k) Profit Sharing
  • PART ind #9991

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 California →

Hemar, Rousso & Heald, LLP 401(k) Plan in the asset neighbourhood

Luminex Trading & Analytics, LLC Retirement Savings PlanLuminex Trading & Analytics,…$7MHemar, Rousso & Heald, LLP 401(k) PlanHemar, Rousso & Heald, LLP 4…$7MDiabetic Care Rx LLC Dba Patient Care America 401(k) Profit SharingDiabetic Care Rx LLC Dba Pat…$7MAma Transportation Co., Inc. 401(k) Profit Sharing PlanAma Transportation Co., Inc.…$7MIott Insurance Agency, Inc. 401(k) Savings PlanIott Insurance Agency, Inc. …$7M
End-of-year total assets ($M) among Hemar, Rousso & Heald, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hemar, Rousso & Heald, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Hemar, Rousso & Heald, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$8M 48.48756583670064% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.55M $8.23M ▲ +48.3%
Year Plans Participants Total Assets
2022 1 34 $6M
2023 1 33 $7M
2024 1 34 $8M

Hemar, Rousso & Heald, LLP filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN953555464
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Hemar, Rousso & Heald, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hemar, Rousso & Heald, LLP 401(k) Plan, Total assets ($B): 0.006914137 · Participants: 33Hemar, Rousso & Heald, LLP 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Hemar, Rousso & Heald, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hemar, Rousso & Heald, LLP 401(k) Plan side-by-side with 3 peers →

Hemar, Rousso & Heald, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Diabetic Care Rx LLC Dba Patient Care America 401(k) Profit Sharing in FL ($7M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Hemar, Rousso & Heald, LLP 401(k) Plan assets move in 2023? ▼
Hemar, Rousso & Heald, LLP 401(k) Plan grew sharply - up 24.7% during 2023, from $6M to $7M. Reported net income was $1M.
How have Hemar, Rousso & Heald, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hemar, Rousso & Heald, LLP's sponsor-wide assets grew 48.5%, from $6M to $8M.
Which 401(k) plans are similar in size to Hemar, Rousso & Heald, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diabetic Care Rx LLC Dba Patient Care America 401(k) Profit Sharing in FL ($7M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Hemar, Rousso & Heald, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 participants, $4M 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 953555464.

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.