401(k) · DOL Form 5500 · 2023

Hogan Real Estate Company 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
21
Participants Small participant base
34th
Percentile by assets National rank
$123,782
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hogan Real Estate Retirement Savings Plan · Sponsored by Hogan Real Estate Company · Kentucky · Real Estate

$3M in assets, 21 participants

Hogan Real Estate Company's Hogan Real Estate Retirement Savings Plan reported $3M in total assets and 21 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.

  • #2,534 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Hogan Real Estate Retirement Savings Plan ranks #2,534 of 4,727 2023 filers by assets (999% of the sector average)-$3M for 21 participants.

#2,534
in Real Estate (4,727 peers)
+26.3%
assets growth YoY

Hogan Real Estate Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers

Hogan Real Estate Retirement Savings Plan vs every filed plan by assets

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

$2,599,418 34th percentile higher than 34% 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

Hogan Real Estate Retirement Savings 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. Hogan Real Estate Retirement Savings Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hogan Real Estate Retirement Savings Plan reported net income rose from -$291K in the plan year 2022 filing to $542K in the plan year 2023 filing.
  • Hogan Real Estate Retirement Savings Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 611323441 · Hogan Real Estate Company PY 2023 · 401(k)

Hogan Real Estate Retirement Savings Plan · $3M · 21 · 34th

  • EBSA $3M
  • EBSA 21
  • EBSA 34th
  • EBSA 401(k)
  • EBSA near Homecentris Healthcare, LLC 401(k) Profit Sharing Plan and Trust
  • EBSA ind #2534

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 Real Estate retirement plans → · Plans in Kentucky →

Hogan Real Estate Retirement Savings Plan in the asset neighbourhood

Hogan Real Estate Retirement Savings PlanHogan Real Estate Retirement…$3MHomecentris Healthcare, LLC 401(k) Profit Sharing Plan and TrustHomecentris Healthcare, LLC …$3MPenelope Retirement Pooled Employer PlanPenelope Retirement Pooled E…$3MPark Springs 401(k) Plan$3MBaeslers, Inc. 401(k) Profit Sharing PlanBaeslers, Inc. 401(k) Profit…$3M
End-of-year total assets ($M) among Hogan Real Estate Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$542K
Employer EIN611323441
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hogan Real Estate Company)

Sponsor-wide plan assets over time

All Hogan Real Estate Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 49.65263754896972% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.06M $3.08M ▲ +49.5%
Year Plans Participants Total Assets
2022 1 21 $2M
2023 1 21 $3M
2024 1 25 $3M

Nearby 401(k) Plans in Kentucky

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

Hogan Real Estate Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Hogan Real Estate Retirement Savings Plan, Total assets ($B): 0.002599418 · Participants: 21Hogan Real Estate Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Hogan Real Estate Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Hogan Real Estate Retirement Savings Plan side-by-side with 3 peers →

Hogan Real Estate Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Homecentris Healthcare, LLC 401(k) Profit Sharing Plan and Trust in MD ($3M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Hogan Real Estate Retirement Savings Plan assets move in 2023? ▼
Hogan Real Estate Retirement Savings Plan grew sharply - up 26.3% during 2023, from $2M to $3M. Reported net income was $542K.
How have Hogan Real Estate Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hogan Real Estate Company's sponsor-wide assets grew 49.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Hogan Real Estate Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Homecentris Healthcare, LLC 401(k) Profit Sharing Plan and Trust in MD ($3M, 1,075 participants).
Which 401(k) plans cover a similar participant headcount to Hogan Real Estate Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 611323441.

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.