401(k) · DOL Form 5500 · 2023

Hugo & Marie LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
12
Participants Small participant base
24th
Percentile by assets National rank
$85,079
Avg per participant Below avg balance/head
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Official DOL plan name: Hugo & Marie LLC 401(k) Profit Sharing Plan · Sponsored by Hugo & Marie LLC · New York · Professional & Technical Services

$1M in assets, 12 participants

Hugo & Marie LLC's Hugo & Marie LLC 401(k) Profit Sharing Plan reported $1M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,861 in Professional & Technical Services (20,321 peers)

Hugo & Marie LLC multi-year trail

Hugo & Marie LLC's plans moved +33.1% in assets from 2022 to 2024; this filing shows Hugo & Marie LLC 401(k) Profit Sharing Plan at $1M / 12 participants.

#3,861
in Professional & Technical Services (20,321 peers)
+19.0%
assets growth YoY

Hugo & Marie LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Hugo & Marie LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,020,943 24th percentile higher than 24% 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

Hugo & Marie LLC 401(k) Profit Sharing 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. Hugo & Marie LLC 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hugo & Marie LLC 401(k) Profit Sharing Plan reported net income rose from -$162K in the plan year 2022 filing to $163K in the plan year 2023 filing.
  • Hugo & Marie LLC 401(k) Profit Sharing Plan reported participants rose from 9 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • Hugo & Marie LLC 401(k) Profit Sharing Plan end-of-year assets rose from $858K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262217601 · Hugo & Marie LLC PY 2023 · 401(k)

Hugo & Marie LLC 401(k) Profit Sharing Plan · $1M · 12 · 24th

  • IND $1M
  • IND 12
  • IND 24th
  • IND 401(k)
  • IND near Lawrence Air Service Enterprises Inc. 401(k) Plan
  • IND ind #3861

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 New York →

Hugo & Marie LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Hugo & Marie LLC 401(k) Profit Sharing PlanHugo & Marie LLC 401(k) Prof…$1MLawrence Air Service Enterprises Inc. 401(k) PlanLawrence Air Service Enterpr…$1MBeachwood Adventures, Inc. 401(k) Profit Sharing PlanBeachwood Adventures, Inc. 4…$1MDevcare Solutions Ltd 401(k) Profit Sharing Plan & TrustDevcare Solutions Ltd 401(k)…$1MWestern Bagel 401(k) Plan$1M
End-of-year total assets ($M) among Hugo & Marie LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hugo & Marie LLC multi-year asset trail

Sponsor-wide plan assets over time

All Hugo & Marie LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 33.05883697178008% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.86M $1.14M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 9 $858K
2023 1 12 $1M
2024 1 9 $1M

Hugo & Marie LLC filing trail (2023)

Total Assets (Beginning of Year)$858K
Net Assets (End of Year)$1M
Net Income$163K
Employer EIN262217601
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Hugo & Marie LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hugo & Marie LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001020943 · Participants: 12Hugo & Marie LLC 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Hugo & Marie LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hugo & Marie LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hugo & Marie LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lawrence Air Service Enterprises Inc. 401(k) Plan in OR ($1M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Hugo & Marie LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Hugo & Marie LLC 401(k) Profit Sharing Plan grew sharply - up 19.0% during 2023, from $858K to $1M. Reported net income was $163K.
How have Hugo & Marie LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hugo & Marie LLC's sponsor-wide assets grew 33.1%, from $858K to $1M.
Where does Hugo & Marie LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hugo & Marie LLC 401(k) Profit Sharing Plan ranks in the 24th 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 Hugo & Marie LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lawrence Air Service Enterprises Inc. 401(k) Plan in OR ($1M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Hugo & Marie LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 262217601.

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.