401(k) · DOL Form 5500 · 2023
Hartill Golden Rose Sophie Lake, Inc. 401(k) Plan
Data updated 2026-08-25
- $411K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $205,729
- Avg per participant Above avg balance/head
Official DOL plan name: Hartill Golden Rose Sophie Lake, Inc. 401(k) Profit Sharing Plan · Sponsored by Hartill Golden Rose Sophie Lake, Inc. · Texas · Administrative & Support Services
$411K in assets, 2 participants
Hartill Golden Rose Sophie Lake, Inc.'s Hartill Golden Rose Sophie Lake, Inc. 401(k) Profit Sharing Plan reported $411K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #1,569 in Administrative & Support Services (4,372 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Hartill Golden Rose Sophie Lake, Inc. 401(k) Profit Sharing Plan ranks #1,569 of 4,372 2023 filers by assets (7012% of the sector average)-$411K for 2 participants.
- #1,569
- in Administrative & Support Services (4,372 peers)
- -18.9%
- assets change YoY
The plan reported a net loss of $96K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hartill Golden Rose Sophie Lake, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Hartill Golden Rose Sophie Lake, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$411,458 16th percentile higher than 16% 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
Hartill Golden Rose Sophie Lake, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hartill Golden Rose Sophie Lake, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hartill Golden Rose Sophie Lake, Inc. 401(k) Profit Sharing Plan reported net income fell from $255K in the plan year 2022 filing to -$96K in the plan year 2023 filing.
- Hartill Golden Rose Sophie Lake, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $508K in the plan year 2022 filing to $411K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 850720140 · Hartill Golden Rose Sophie Lake, Inc. PY 2023 · 401(k)
Hartill Golden Rose Sophie Lake, Inc. 401(k) Profit Sharing Plan · $411K · 2 · 16th
- PHOTO $411K
- PHOTO 2
- PHOTO 16th
- PHOTO 401(k)
- PHOTO near Mach Trade Corp. 401(k) Plan
- PHOTO ind #1569
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 Administrative & Support Services retirement plans → · Plans in Texas →
Hartill Golden Rose Sophie Lake, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $508K |
|---|---|
| Net Assets (End of Year) | $411K |
| Net Income | -$96K |
| Employer EIN | 850720140 |
| Plan Effective Date | 2020-04-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hartill Golden Rose Sophie Lake, Inc.)
Sponsor-wide plan assets over time
All Hartill Golden Rose Sophie Lake, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $402K 20.858086979138957% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $508K |
| 2023 | 1 | 2 | $411K |
| 2024 | 1 | 2 | $402K |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Hartill Golden Rose Sophie Lake, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Mach Trade Corp. 401(k) Plan in LA ($411K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($411K here).
- Mach Trade Corp. 401(k) Plan (LA) $411K · 2
- Spero Ventures Corp. 401(k) Profit Sharing Plan (AZ) $412K · 1
- Huhot Mongolian Grill 401(k) Retirement Plan (MT) $412K · 302
- Mcsa Compliance Retirement Plan (ID) $412K · 29
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.