401(k) · DOL Form 5500 · 2023

Hfr Group, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
22
Participants Small participant base
56th
Percentile by assets National rank
$400,940
Avg per participant High balance/head
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Official DOL plan name: Hfr Group, LLC 401(k) Plan · Sponsored by Hfr Group, LLC · Illinois · Finance & Insurance

$9M in assets, 22 participants

Hfr Group, LLC's Hfr Group, LLC 401(k) Plan reported $9M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,610 in Finance & Insurance (8,869 peers)

Hfr Group, LLC multi-year trail

Hfr Group, LLC's plans moved +33.5% in assets from 2022 to 2024; this filing shows Hfr Group, LLC 401(k) Plan at $9M / 22 participants.

#3,610
in Finance & Insurance (8,869 peers)
+11.0%
assets growth YoY

Hfr Group, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Hfr Group, LLC 401(k) Plan vs every filed plan by assets

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

$8,820,678 Top 44% higher than 56% 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

Hfr Group, LLC 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. Hfr Group, LLC 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hfr Group, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $872K in the plan year 2023 filing.
  • Hfr Group, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Hfr Group, LLC 401(k) Plan reported participants fell from 24 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364403755 · Hfr Group, LLC PY 2023 · 401(k)

Hfr Group, LLC 401(k) Plan · $9M · 22 · 56th

  • SCH $9M
  • SCH 22
  • SCH 56th
  • SCH 401(k)
  • SCH near Muncy Homes, Inc. 401(k) Plan
  • SCH ind #3610

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 Illinois →

Hfr Group, LLC 401(k) Plan in the asset neighbourhood

Hfr Group, LLC 401(k) Plan$9MMuncy Homes, Inc. 401(k) Plan$9ME3 Co Profit Sharing and Salary Deferral PlanE3 Co Profit Sharing and Sal…$9MFirst State Bank of the Southeast, Inc. 401(k) Profit Sharing PlanFirst State Bank of the Sout…$9MUsg Services, LLC 401(k) Profit Sharing PlanUsg Services, LLC 401(k) Pro…$9M
End-of-year total assets ($M) among Hfr Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hfr Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Hfr Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 33.48421014492025% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.95M $10.6M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 24 $8M
2023 1 22 $9M
2024 1 28 $11M

Hfr Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$872K
Employer EIN364403755
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Hfr Group, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Hfr Group, LLC 401(k) Plan, Total assets ($B): 0.008820678 · Participants: 22Hfr Group, LLC 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Hfr Group, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Hfr Group, LLC 401(k) Plan side-by-side with 3 peers →

Hfr Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Muncy Homes, Inc. 401(k) Plan in PA ($9M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Hfr Group, LLC 401(k) Plan assets move in 2023? ▼
Hfr Group, LLC 401(k) Plan grew at a solid clip - up 11.0% during 2023, from $8M to $9M. Reported net income was $872K.
How have Hfr Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hfr Group, LLC's sponsor-wide assets grew 33.5%, from $8M to $11M.
Which 401(k) plans are similar in size to Hfr Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Muncy Homes, Inc. 401(k) Plan in PA ($9M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Hfr Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K 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 364403755.

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.