401(k) · DOL Form 5500 · 2023

Htc America, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
91
Participants Small participant base
80th
Percentile by assets National rank
$339,290
Avg per participant High balance/head
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Official DOL plan name: Htc America, Inc. 401(k) Plan · Sponsored by Htc America, Inc. · California · Retail Trade

$31M in assets, 91 participants

Htc America, Inc.'s Htc America, Inc. 401(k) Plan reported $31M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,407 in Retail Trade (8,414 peers)

Where Htc America, Inc. 401(k) Plan sits by assets

Htc America, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 91 participants (~$339,290/participant), up 15.1% in 2023.

#7,407
in Retail Trade (8,414 peers)
+15.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Htc America, Inc. 401(k) Plan's outsized position by total assets

Htc America, Inc. 401(k) Plan vs every filed plan by assets

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

$30,875,358 Top 20% higher than 80% 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

Htc America, Inc. 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. Htc America, Inc. 401(k) Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Htc America, Inc. 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Htc America, Inc. 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Htc America, Inc. 401(k) Plan reported participants fell from 97 in the plan year 2022 filing to 91 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 820588689 · Htc America, Inc. PY 2023 · 401(k)

Htc America, Inc. 401(k) Plan · $31M · 91 · 80th

  • VS-ST $31M
  • BOY 91
  • SCH 80th
  • EBSA 401(k)
  • PART near Jm Search & Company, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #7407

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 Retail Trade retirement plans → · Plans in California →

Htc America, Inc. 401(k) Plan in the asset neighbourhood

Htc America, Inc. 401(k) Plan$31MGastrointestinal Specialists, Inc. Profit-Sharing Plan and TrustGastrointestinal Specialists…$31MJm Search & Company, Inc. 401(k) Profit Sharing PlanJm Search & Company, Inc. 40…$31MLyden Oil Company 401(k) Plan$31MFirst Community Bank 401(k) PlanFirst Community Bank 401(k) …$31M
End-of-year total assets ($M) among Htc America, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN820588689
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Htc America, Inc.)

Sponsor-wide plan assets over time

All Htc America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 21.45549883526616% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.8M $32.6M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 97 $27M
2023 1 91 $31M
2024 1 100 $33M

Nearby 401(k) Plans in California

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

Htc America, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Htc America, Inc. 401(k) Plan, Total assets ($B): 0.030875358 · Participants: 91Htc America, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Htc America, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Htc America, Inc. 401(k) Plan side-by-side with 3 peers →

Htc America, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Jm Search & Company, Inc. 401(k) Profit Sharing Plan in PA ($31M); by covered participants it is Jem Technical 401(k) & Profit Sharing Plan in MN (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Htc America, Inc. 401(k) Plan assets move in 2023? ▼
Htc America, Inc. 401(k) Plan grew sharply - up 15.1% during 2023, from $27M to $31M. Reported net income was $4M.
How have Htc America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Htc America, Inc.'s sponsor-wide assets grew 21.5%, from $27M to $33M.
Where does Htc America, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Htc America, Inc. 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Htc America, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jm Search & Company, Inc. 401(k) Profit Sharing Plan in PA ($31M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Htc America, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jem Technical 401(k) & Profit Sharing Plan in MN (91 participants, N/A 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 820588689.

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.