401(k) · DOL Form 5500 · 2023
Harrell & Hall Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 208
- Participants Below avg headcount
- 37th
- Percentile by assets National rank
- $15,902
- Avg per participant Low balance/head
Official DOL plan name: H & H 401(k) Plan · Sponsored by Harrell & Hall Enterprises, Inc. · Alabama · Wholesale Trade
$3M in assets, 208 participants
Harrell & Hall Enterprises, Inc.'s H & H 401(k) Plan reported $3M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #1,656 in Wholesale Trade (6,309 peers)
Harrell & Hall Enterprises, Inc. multi-year trail
Harrell & Hall Enterprises, Inc.'s plans moved +66.9% in assets from 2022 to 2024; this filing shows H & H 401(k) Plan at $3M / 208 participants.
- #1,656
- in Wholesale Trade (6,309 peers)
- +27.3%
- assets growth YoY
H & H 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
H & H 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,307,687 37th percentile higher than 37% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
H & H 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H & H 401(k) Plan sits mid-pack in the medium band (208 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- H & H 401(k) Plan reported net income rose from -$17K in the plan year 2022 filing to $710K in the plan year 2023 filing.
- H & H 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- H & H 401(k) Plan reported participants rose from 167 in the plan year 2022 filing to 208 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 630957363 · Harrell & Hall Enterprises, Inc. PY 2023 · 401(k)
H & H 401(k) Plan · $3M · 208 · 37th
- EBSA $3M
- PART 208
- TYPE 37th
- NET 401(k)
- BOOK near Skyway Concession Company 401(k) Plan
- VS-ST ind #1656
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 Wholesale Trade retirement plans → · Plans in Alabama →
H & H 401(k) Plan in the asset neighbourhood
Harrell & Hall Enterprises, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Harrell & Hall Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 66.88288744613405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 167 | $3M |
| 2023 | 1 | 208 | $3M |
| 2024 | 1 | 217 | $4M |
Harrell & Hall Enterprises, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $710K |
| Employer EIN | 630957363 |
| Plan Effective Date | 2003-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
H & H 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Skyway Concession Company 401(k) Plan in IL ($3M); by covered participants it is Dippin' Dots, LLC 401(k) Profit Sharing Plan in KY (208 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (208 participants); asset peers above are excluded.
- Dippin' Dots, LLC 401(k) Profit Sharing Plan (KY) 208 · 0 off
- Delta Systems, Inc. 401(k) Plan (OH) 208 · 0 off
- Bank of the Pacific 401(k) Plan (WA) 208 · 0 off
- Industry Products Company Employees' 401(k) Plan (OH) 208 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.