401(k) · DOL Form 5500 · 2023

Hennion & Walsh Inc 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
122
Participants Small participant base
80th
Percentile by assets National rank
$267,588
Avg per participant High balance/head
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Official DOL plan name: Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Hennion & Walsh Inc · New Jersey · Finance & Insurance

$33M in assets, 122 participants

Hennion & Walsh Inc's Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust reported $33M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,208 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust covers 122 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $33M.

#6,208
in Finance & Insurance (8,869 peers)
+21.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$32,645,742 Top 20% higher than 80% 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

Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust 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. Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $27M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 117 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 223005841 · Hennion & Walsh Inc PY 2023 · 401(k)

Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust · $33M · 122 · 80th

  • EBSA $33M
  • EBSA 122
  • EBSA 80th
  • EBSA 401(k)
  • EBSA near Veregy 401(k) Plan
  • EBSA ind #6208

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 New Jersey →

Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Hennion & Walsh Inc 401(k) Profit Sharing Plan & TrustHennion & Walsh Inc 401(k) P…$33MDiamond Credit Union 401(k) Plan and TrustDiamond Credit Union 401(k) …$33MVeregy 401(k) Plan$33MStart Early$33MEmployee Stock Ownership 401(k) Plan and Trust for Employees of Jaynes Corporation (Ksop)Employee Stock Ownership 401…$33M
End-of-year total assets ($M) among Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$33M
Net Income$6M
Employer EIN223005841
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hennion & Walsh Inc)

Sponsor-wide plan assets over time

All Hennion & Walsh Inc plans reported in each filing year

Latest sponsor-wide plan assets
$39M 43.4346069373251% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.9M $38.6M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 117 $27M
2023 1 122 $33M
2024 1 125 $39M

Nearby 401(k) Plans in New Jersey

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

Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.032645742 · Participants: 122Hennion & Walsh Inc 401(k) Profit Sharing Plan & TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Veregy 401(k) Plan in AZ ($33M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 21.4% during 2023, from $27M to $33M. Reported net income was $6M.
How have Hennion & Walsh Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hennion & Walsh Inc's sponsor-wide assets grew 43.4%, from $27M to $39M.
Where does Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Veregy 401(k) Plan in AZ ($33M, 430 participants).
Which 401(k) plans cover a similar participant headcount to Hennion & Walsh Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 223005841.

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.