401(k) · DOL Form 5500 · 2023
Hinkle Shanor LLP 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 80
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $504,423
- Avg per participant High balance/head
Official DOL plan name: Hinkle Shanor LLP Salary Savings Plan and Trust · Sponsored by Hinkle Shanor LLP · New Mexico · Professional & Technical Services
$40M in assets, 80 participants
Hinkle Shanor LLP's Hinkle Shanor LLP Salary Savings Plan and Trust reported $40M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #17,048 in Professional & Technical Services (20,321 peers)
Where Hinkle Shanor LLP Salary Savings Plan and Trust sits by assets
Hinkle Shanor LLP Salary Savings Plan and Trust sits in the top quartile of all filed plans by assets, $40M for 80 participants (~$504,423/participant), down 0.4% in 2023.
- #17,048
- in Professional & Technical Services (20,321 peers)
- -0.4%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $145K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hinkle Shanor LLP Salary Savings Plan and Trust's outsized position by total assets
Hinkle Shanor LLP Salary Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,353,858 Top 17% higher than 83% 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
Hinkle Shanor LLP Salary Savings Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hinkle Shanor LLP Salary Savings Plan and Trust is a small filing (80 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hinkle Shanor LLP Salary Savings Plan and Trust reported net income rose from -$7M in the plan year 2022 filing to -$145K in the plan year 2023 filing.
- Hinkle Shanor LLP Salary Savings Plan and Trust reported participants rose from 79 in the plan year 2022 filing to 80 in the plan year 2023 filing.
- Hinkle Shanor LLP Salary Savings Plan and Trust end-of-year assets fell from $40M in the plan year 2022 filing to $40M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 850209352 · Hinkle Shanor LLP PY 2023 · 401(k)
Hinkle Shanor LLP Salary Savings Plan and Trust · $40M · 80 · 83rd
- ASSETS $40M
- PCT 80
- EIN 83rd
- RANK 401(k)
- PHOTO near Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan
- IND ind #17048
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 New Mexico →
Hinkle Shanor LLP Salary Savings Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | -$145K |
| Employer EIN | 850209352 |
| Plan Effective Date | 1987-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hinkle Shanor LLP)
Sponsor-wide plan assets over time
All Hinkle Shanor LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 2.8036137944698716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 79 | $40M |
| 2023 | 1 | 80 | $40M |
| 2024 | 1 | 69 | $42M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $6.1B · 14,721
- Triad 401(k) Retirement Plan $2.0B · 10,005
- Triad 401(k) Savings Plan $840M · 2,249
- Pnm Resources, Inc. Retirement Savings Plan $765M · 1,531
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $573M · 1,962
Hinkle Shanor LLP Salary Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan in CA ($40M); by covered participants it is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan (CA) $40M · 99
- Future Automotive Group 401(k) Plan (CA) $40M · 830
- Solesis 401(k) Plan (PA) $40M · 352
- Michael & Susan Dell Foundation 401(k) Plan (TX) $40M · 88
Similar participant headcount
Nearest other-state filings by covered participants (80 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.