401(k) · DOL Form 5500 · 2023
Hagerty Consulting Inc 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 534
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $35,445
- Avg per participant Low balance/head
Official DOL plan name: Hagerty Consulting Inc 401(k) Plan · Sponsored by Hagerty Consulting Inc · Illinois · Professional & Technical Services
$19M in assets, 534 participants
Hagerty Consulting Inc's Hagerty Consulting Inc 401(k) Plan reported $19M in total assets and 534 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #14,474 in Professional & Technical Services (20,321 peers)
Hagerty Consulting Inc multi-year trail
Hagerty Consulting Inc's plans moved +94.7% in assets from 2022 to 2024; this filing shows Hagerty Consulting Inc 401(k) Plan at $19M / 534 participants.
- #14,474
- in Professional & Technical Services (20,321 peers)
- +45.2%
- assets growth YoY
Hagerty Consulting Inc 401(k) Plan's outsized position by total assets
Hagerty Consulting Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,927,651 Top 28% higher than 72% 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
Hagerty Consulting Inc 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. Hagerty Consulting Inc 401(k) Plan sits mid-pack in the medium band (534 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hagerty Consulting Inc 401(k) Plan reported net income rose from $394K in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Hagerty Consulting Inc 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Hagerty Consulting Inc 401(k) Plan reported participants rose from 477 in the plan year 2022 filing to 534 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 371431085 · Hagerty Consulting Inc PY 2023 · 401(k)
Hagerty Consulting Inc 401(k) Plan · $19M · 534 · 72nd
- VS-ST $19M
- VS-ST 534
- VS-ST 72nd
- VS-ST 401(k)
- VS-ST near V. J. Technologies 401(k) Plan
- VS-ST ind #14474
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 Professional & Technical Services retirement plans → · Plans in Illinois →
Hagerty Consulting Inc 401(k) Plan in the asset neighbourhood
Hagerty Consulting Inc multi-year asset trail
Sponsor-wide plan assets over time
All Hagerty Consulting Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 94.67477317989687% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 477 | $13M |
| 2023 | 1 | 534 | $19M |
| 2024 | 1 | 420 | $25M |
Hagerty Consulting Inc filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $6M |
| Employer EIN | 371431085 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Hagerty Consulting Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is V. J. Technologies 401(k) Plan in NY ($19M); by covered participants it is South Carolina Federal Credit Union Employees 401(k) Plan in SC (534 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (534 participants); asset peers above are excluded.
- South Carolina Federal Credit Union Employees 401(k) Plan (SC) 534 · 0 off
- Mclaughlin Family Companies 401(k) Plan (IA) 534 · 0 off
- Wenger Corporation Retirement Savings Plan (MN) 534 · 0 off
- Pemco 401(k) Plan (WA) 534 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.