401(k) · DOL Form 5500 · 2023

Hdl Coren & Cone 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
34th
Percentile by assets National rank
$202,326
Avg per participant Above avg balance/head
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Official DOL plan name: Hdl Coren & Cone 401(k) Profit Sharing Plan · Sponsored by Hdl Coren & Cone · California · Professional & Technical Services

$3M in assets, 13 participants

Hdl Coren & Cone's Hdl Coren & Cone 401(k) Profit Sharing Plan reported $3M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,194 in Professional & Technical Services (20,321 peers)

Hdl Coren & Cone multi-year trail

Hdl Coren & Cone's plans moved +45.9% in assets from 2022 to 2024; this filing shows Hdl Coren & Cone 401(k) Profit Sharing Plan at $3M / 13 participants.

#6,194
in Professional & Technical Services (20,321 peers)
+22.7%
assets growth YoY

Hdl Coren & Cone 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hdl Coren & Cone 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,630,235 34th percentile higher than 34% 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

Hdl Coren & Cone 401(k) 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. Hdl Coren & Cone 401(k) Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hdl Coren & Cone 401(k) Profit Sharing Plan reported net income rose from -$815K in the plan year 2022 filing to $487K in the plan year 2023 filing.
  • Hdl Coren & Cone 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Hdl Coren & Cone 401(k) Profit Sharing Plan reported participants fell from 15 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954398586 · Hdl Coren & Cone PY 2023 · 401(k)

Hdl Coren & Cone 401(k) Profit Sharing Plan · $3M · 13 · 34th

  • EOY $3M
  • 5500 13
  • ASSETS 34th
  • PCT 401(k)
  • EIN near Cimdata, Inc. 401(k) Profit Sharing Plan
  • RANK ind #6194

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 California →

Hdl Coren & Cone 401(k) Profit Sharing Plan in the asset neighbourhood

Hdl Coren & Cone 401(k) Profit Sharing PlanHdl Coren & Cone 401(k) Prof…$3MCimdata, Inc. 401(k) Profit Sharing PlanCimdata, Inc. 401(k) Profit …$3M24g 401(k) Plan$3MJet It, LLC 401(k) Plan$3MCae Solutions Corp 401(k) Profit Sharing Plan & TrustCae Solutions Corp 401(k) Pr…$3M
End-of-year total assets ($M) among Hdl Coren & Cone 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hdl Coren & Cone multi-year asset trail

Sponsor-wide plan assets over time

All Hdl Coren & Cone plans reported in each filing year

Latest sponsor-wide plan assets
$17M 45.88652986463374% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16.8M ▲ +45.9%
Year Plans Participants Total Assets
2022 2 27 $11M
2023 2 24 $13M
2024 2 26 $17M

Hdl Coren & Cone filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$487K
Employer EIN954398586
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Hdl Coren & Cone 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hdl Coren & Cone 401(k) Profit Sharing Plan, Total assets ($B): 0.002630235 · Participants: 13Hdl Coren & Cone 401(k) Profit Sharing 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
Hdl Coren & Cone 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hdl Coren & Cone 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hdl Coren & Cone 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cimdata, Inc. 401(k) Profit Sharing Plan in MT ($3M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 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 (13 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 Hdl Coren & Cone 401(k) Profit Sharing Plan assets move in 2023? ▼
Hdl Coren & Cone 401(k) Profit Sharing Plan grew sharply - up 22.7% during 2023, from $2M to $3M. Reported net income was $487K.
How have Hdl Coren & Cone plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hdl Coren & Cone's sponsor-wide assets grew 45.9%, from $11M to $17M.
Which 401(k) plans are similar in size to Hdl Coren & Cone 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cimdata, Inc. 401(k) Profit Sharing Plan in MT ($3M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Hdl Coren & Cone 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 954398586.

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.