401(k) · DOL Form 5500 · 2023

Henley Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
2,710
Participants Above avg headcount
84th
Percentile by assets National rank
$15,993
Avg per participant Low balance/head
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Official DOL plan name: Henley Companies 401(k) Savings Plan · Sponsored by Henley Enterprises, Inc. · Massachusetts · Other Services

$43M in assets, 2,710 participants

Henley Enterprises, Inc.'s Henley Companies 401(k) Savings Plan reported $43M in total assets and 2,710 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,274 in Other Services (7,857 peers)

Coverage in Massachusetts

Henley Companies 401(k) Savings Plan covers 2,710 participants in Massachusetts, 4.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $43M.

#7,274
in Other Services (7,857 peers)
+29.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Henley Companies 401(k) Savings Plan's outsized position by total assets

Henley Companies 401(k) Savings Plan vs every filed plan by assets

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

$43,341,385 Top 16% higher than 84% 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

Henley Companies 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Henley Companies 401(k) Savings Plan lands in the large band (2,710 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Henley Companies 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Henley Companies 401(k) Savings Plan end-of-year assets rose from $33M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Henley Companies 401(k) Savings Plan reported participants rose from 2,601 in the plan year 2022 filing to 2,710 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043036456 · Henley Enterprises, Inc. PY 2023 · 401(k)

Henley Companies 401(k) Savings Plan · $43M · 2,710 · 84th

  • PCT $43M
  • EIN 2,710
  • RANK 84th
  • PHOTO 401(k)
  • IND near Inalfa Roof Systems, Inc. 401(k) Profit Sharing Plan
  • EOY ind #7274

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 Other Services retirement plans → · Plans in Massachusetts →

Henley Companies 401(k) Savings Plan in the asset neighbourhood

L&t Technology Services Ltd 401(k) Profit Sharing Plan & TrustL&t Technology Services Ltd …$43MStockx LLC 401(k) Plan$43MHenley Companies 401(k) Savings PlanHenley Companies 401(k) Savi…$43MInalfa Roof Systems, Inc. 401(k) Profit Sharing PlanInalfa Roof Systems, Inc. 40…$43MLuxoft 401(k) Plan$43M
End-of-year total assets ($M) among Henley Companies 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$43M
Net Income$10M
Employer EIN043036456
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Henley Enterprises, Inc.)

Sponsor-wide plan assets over time

All Henley Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 60.931265846054416% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $33.4M $53.8M ▲ +60.9%
Year Plans Participants Total Assets
2022 1 2,601 $33M
2023 1 2,710 $43M
2024 1 2,971 $54M

Nearby 401(k) Plans in Massachusetts

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

Henley Companies 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Henley Companies 401(k) Savings Plan, Total assets ($B): 0.043341385 · Participants: 2710Henley Companies 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Henley Companies 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Henley Companies 401(k) Savings Plan side-by-side with 3 peers →

Henley Companies 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Inalfa Roof Systems, Inc. 401(k) Profit Sharing Plan in MI ($43M); by covered participants it is Leaffilter North, LLC 401(k) Plan in OH (2,710 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,710 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 Henley Companies 401(k) Savings Plan assets move in 2023? ▼
Henley Companies 401(k) Savings Plan grew sharply - up 29.6% during 2023, from $33M to $43M. Reported net income was $10M.
How have Henley Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henley Enterprises, Inc.'s sponsor-wide assets grew 60.9%, from $33M to $54M.
Where does Henley Companies 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Henley Companies 401(k) Savings Plan ranks in the 84th 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 Henley Companies 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inalfa Roof Systems, Inc. 401(k) Profit Sharing Plan in MI ($43M, 264 participants).
Which 401(k) plans cover a similar participant headcount to Henley Companies 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Leaffilter North, LLC 401(k) Plan in OH (2,710 participants, $36M 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 043036456.

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.