401(k) · DOL Form 5500 · 2023

Huggett Financial, Inc Solo K 401(k) Plan

Data updated 2026-08-25

$702K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$702,139
Avg per participant High balance/head
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Official DOL plan name: Spencer Huggett Solo 401(k) · Sponsored by Huggett Financial, Inc Solo K · South Dakota · Finance & Insurance

$702K in assets, 1 participants

Huggett Financial, Inc Solo K's Spencer Huggett Solo 401(k) reported $702K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,128 in Finance & Insurance (8,869 peers)

Huggett Financial, Inc Solo K multi-year trail

Huggett Financial, Inc Solo K's plans moved +43.1% in assets from 2022 to 2024; this filing shows Spencer Huggett Solo 401(k) at $702K / 1 participant.

#1,128
in Finance & Insurance (8,869 peers)
+28.0%
assets growth YoY

Spencer Huggett Solo 401(k) among the smaller filed plans by assets

Spencer Huggett Solo 401(k) vs every filed plan by assets

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

$702,139 21st percentile higher than 21% 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

Spencer Huggett Solo 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spencer Huggett Solo 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spencer Huggett Solo 401(k) reported net income rose from -$31K in the plan year 2022 filing to $154K in the plan year 2023 filing.
  • Spencer Huggett Solo 401(k) end-of-year assets rose from $548K in the plan year 2022 filing to $702K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 454363391 · Huggett Financial, Inc Solo K PY 2023 · 401(k)

Spencer Huggett Solo 401(k) · $702K · 1 · 21st

  • EIN $702K
  • RANK 1
  • PHOTO 21st
  • IND 401(k)
  • EOY near Havin Inc. Retirement Plan
  • 5500 ind #1128

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 South Dakota →

Spencer Huggett Solo 401(k) in the asset neighbourhood

Spencer Huggett Solo 401(k)$702KHavin Inc. Retirement Plan$702KKathleen a. Mccallister, Trustee 401(k) PlanKathleen a. Mccallister, Tru…$702KSubs Island Development Inc. Retirement Savings PlanSubs Island Development Inc.…$702KOur Best Life Management 401(k) PlanOur Best Life Management 401…$702K
End-of-year total assets ($M) among Spencer Huggett Solo 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Huggett Financial, Inc Solo K multi-year asset trail

Sponsor-wide plan assets over time

All Huggett Financial, Inc Solo K plans reported in each filing year

Latest sponsor-wide plan assets
$785K 43.12160676085517% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.55M $0.78M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 1 $548K
2023 1 1 $702K
2024 1 1 $785K

Huggett Financial, Inc Solo K filing trail (2023)

Total Assets (Beginning of Year)$548K
Net Assets (End of Year)$702K
Net Income$154K
Employer EIN454363391
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

Spencer Huggett Solo 401(k) vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Spencer Huggett Solo 401(k), Total assets ($M): 0.702139 · Participants: 1Spencer Huggett Solo 401(k)Black Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
Spencer Huggett Solo 401(k) vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Spencer Huggett Solo 401(k) side-by-side with 3 peers →

Spencer Huggett Solo 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Havin Inc. Retirement Plan in PA ($702K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($702K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Spencer Huggett Solo 401(k) assets move in 2023? ▼
Spencer Huggett Solo 401(k) grew sharply - up 28.0% during 2023, from $548K to $702K. Reported net income was $154K.
How have Huggett Financial, Inc Solo K plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Huggett Financial, Inc Solo K's sponsor-wide assets grew 43.1%, from $548K to $785K.
Where does Spencer Huggett Solo 401(k) rank by assets among Form 5500 filers? ▼
Spencer Huggett Solo 401(k) ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Spencer Huggett Solo 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Havin Inc. Retirement Plan in PA ($702K, 14 participants).
Which 401(k) plans cover a similar participant headcount to Spencer Huggett Solo 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 454363391.

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.