401(k) · DOL Form 5500 · 2023

H.M. Royal, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
45
Participants Small participant base
70th
Percentile by assets National rank
$392,417
Avg per participant High balance/head
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Official DOL plan name: H. M. Royal, Inc. Profit Sharing Plan · Sponsored by H.M. Royal, Inc. · New Jersey · Wholesale Trade

$18M in assets, 45 participants

H.M. Royal, Inc.'s H. M. Royal, Inc. Profit Sharing Plan reported $18M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,192 in Wholesale Trade (6,309 peers)

H.M. Royal, Inc. multi-year trail

H.M. Royal, Inc.'s plans moved +16.7% in assets from 2022 to 2024; this filing shows H. M. Royal, Inc. Profit Sharing Plan at $18M / 45 participants.

#4,192
in Wholesale Trade (6,309 peers)
-0.5%
assets change YoY

The plan reported a net loss of $88K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

H. M. Royal, Inc. Profit Sharing Plan's outsized position by total assets

H. M. Royal, Inc. Profit Sharing Plan vs every filed plan by assets

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

$17,658,764 Top 30% higher than 70% 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

H. M. Royal, Inc. 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. H. M. Royal, Inc. Profit Sharing Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H. M. Royal, Inc. Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to -$88K in the plan year 2023 filing.
  • H. M. Royal, Inc. Profit Sharing Plan reported participants rose from 44 in the plan year 2022 filing to 45 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 210552275 · H.M. Royal, Inc. PY 2023 · 401(k)

H. M. Royal, Inc. Profit Sharing Plan · $18M · 45 · 70th

  • BOY $18M
  • SCH 45
  • EBSA 70th
  • PART 401(k)
  • TYPE near 401(k) Profit Sharing Plan for Care Central Vna and Hospice, Inc.
  • NET ind #4192

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 New Jersey →

H. M. Royal, Inc. Profit Sharing Plan in the asset neighbourhood

H. M. Royal, Inc. Profit Sharing PlanH. M. Royal, Inc. Profit Sha…$18M401(k) Profit Sharing Plan for Care Central Vna and Hospice, Inc.401(k) Profit Sharing Plan f…$18MAckerman Mcqueen, Inc. 401(k) PlanAckerman Mcqueen, Inc. 401(k…$18MHidden Villa Ranch Salary Savings PlanHidden Villa Ranch Salary Sa…$18MWilliam a. Harrison, Inc. Employee Savings PlanWilliam a. Harrison, Inc. Em…$18M
End-of-year total assets ($M) among H. M. Royal, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

H.M. Royal, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All H.M. Royal, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 16.728530378750843% vs 2022
2024 filing year
$17M$18M$19M$20M$21M$22M 202220232024 $17.8M $20.7M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 44 $18M
2023 1 45 $18M
2024 1 43 $21M

H.M. Royal, Inc. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income-$88K
Employer EIN210552275
Plan Effective Date1977-04-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

H. M. Royal, Inc. Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants H. M. Royal, Inc. Profit Sharing Plan, Total assets ($B): 0.017658764 · Participants: 45H. M. Royal, Inc. Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
H. M. Royal, Inc. Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare H. M. Royal, Inc. Profit Sharing Plan side-by-side with 3 peers →

H. M. Royal, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Care Central Vna and Hospice, Inc. in MA ($18M); by covered participants it is First National Financial Services 401(k) Plan in MN (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 H. M. Royal, Inc. Profit Sharing Plan assets move in 2023? ▼
H. M. Royal, Inc. Profit Sharing Plan held essentially flat - down 0.5% during 2023, from $18M to $18M. Reported net income was -$88K.
How have H.M. Royal, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.M. Royal, Inc.'s sponsor-wide assets grew 16.7%, from $18M to $21M.
Which 401(k) plans are similar in size to H. M. Royal, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Care Central Vna and Hospice, Inc. in MA ($18M, 201 participants).
Which 401(k) plans cover a similar participant headcount to H. M. Royal, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Financial Services 401(k) Plan in MN (45 participants, $7M 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 210552275.

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.