401(k) · DOL Form 5500 · 2023

Engle-Hambright & Davies, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
121
Participants Small participant base
72nd
Percentile by assets National rank
$157,464
Avg per participant Above avg balance/head
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Official DOL plan name: Engle-Hambright & Davies, Inc. 401(k) Retirement Plan · Sponsored by Engle-Hambright & Davies, Inc. · Pennsylvania · Finance & Insurance

$19M in assets, 121 participants

Engle-Hambright & Davies, Inc.'s Engle-Hambright & Davies, Inc. 401(k) Retirement Plan reported $19M in total assets and 121 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.

  • #5,146 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Engle-Hambright & Davies, Inc. 401(k) Retirement Plan covers 121 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.

#5,146
in Finance & Insurance (8,869 peers)
+26.7%
assets growth YoY

Engle-Hambright & Davies, Inc. 401(k) Retirement Plan's outsized position by total assets

Engle-Hambright & Davies, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$19,053,197 Top 28% higher than 72% 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

Engle-Hambright & Davies, Inc. 401(k) Retirement 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. Engle-Hambright & Davies, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Engle-Hambright & Davies, Inc. 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Engle-Hambright & Davies, Inc. 401(k) Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Engle-Hambright & Davies, Inc. 401(k) Retirement Plan reported participants rose from 114 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 230558310 · Engle-Hambright & Davies, Inc. PY 2023 · 401(k)

Engle-Hambright & Davies, Inc. 401(k) Retirement Plan · $19M · 121 · 72nd

  • RANK $19M
  • RANK 121
  • RANK 72nd
  • RANK 401(k)
  • RANK near Quantum Energy Partners 2020 LLC 401(k) Plan
  • RANK ind #5146

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Engle-Hambright & Davies, Inc. 401(k) Retirement Plan in the asset neighbourhood

Engle-Hambright & Davies, Inc. 401(k) Retirement PlanEngle-Hambright & Davies, In…$19MQuantum Energy Partners 2020 LLC 401(k) PlanQuantum Energy Partners 2020…$19MFundrise 401(k) Plan$19MMonument Group, L.P. Profit Sharing PlanMonument Group, L.P. Profit …$19MPublic Citizen, Inc. Employees Savings TrustPublic Citizen, Inc. Employe…$19M
End-of-year total assets ($M) among Engle-Hambright & Davies, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN230558310
Plan Effective Date1952-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engle-Hambright & Davies, Inc.)

Sponsor-wide plan assets over time

All Engle-Hambright & Davies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 36.70212797799886% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15M $20.6M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 114 $15M
2023 1 121 $19M
2024 1 125 $21M

Nearby 401(k) Plans in Pennsylvania

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

Engle-Hambright & Davies, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Engle-Hambright & Davies, Inc. 401(k) Retirement Plan, Total assets ($B): 0.019053197 · Participants: 121Engle-Hambright & Davies, Inc. 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Engle-Hambright & Davies, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Engle-Hambright & Davies, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Engle-Hambright & Davies, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Quantum Energy Partners 2020 LLC 401(k) Plan in TX ($19M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 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 (121 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 Engle-Hambright & Davies, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Engle-Hambright & Davies, Inc. 401(k) Retirement Plan grew sharply - up 26.7% during 2023, from $15M to $19M. Reported net income was $4M.
How have Engle-Hambright & Davies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engle-Hambright & Davies, Inc.'s sponsor-wide assets grew 36.7%, from $15M to $21M.
Which 401(k) plans are similar in size to Engle-Hambright & Davies, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quantum Energy Partners 2020 LLC 401(k) Plan in TX ($19M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Engle-Hambright & Davies, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 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 230558310.

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.