401(k) · DOL Form 5500 · 2023

D.a. Hoerr & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
75
Participants Small participant base
26th
Percentile by assets National rank
$17,142
Avg per participant Low balance/head
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Official DOL plan name: D.a. Hoerr & Sons, Inc. 401(k) Savings Plan · Sponsored by D.a. Hoerr & Sons, Inc. · Illinois · Retail Trade

$1M in assets, 75 participants

D.a. Hoerr & Sons, Inc.'s D.a. Hoerr & Sons, Inc. 401(k) Savings Plan reported $1M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,231 in Retail Trade (8,414 peers)

D.a. Hoerr & Sons, Inc. multi-year trail

D.a. Hoerr & Sons, Inc.'s plans moved +30.8% in assets from 2022 to 2024; this filing shows D.a. Hoerr & Sons, Inc. 401(k) Savings Plan at $1M / 75 participants.

#3,231
in Retail Trade (8,414 peers)
+14.8%
assets growth YoY

D.a. Hoerr & Sons, Inc. 401(k) Savings Plan among the smaller filed plans by assets

D.a. Hoerr & Sons, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$1,285,614 26th percentile higher than 26% 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

D.a. Hoerr & Sons, Inc. 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. D.a. Hoerr & Sons, Inc. 401(k) Savings Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • D.a. Hoerr & Sons, Inc. 401(k) Savings Plan reported net income rose from -$959K in the plan year 2022 filing to $166K in the plan year 2023 filing.
  • D.a. Hoerr & Sons, Inc. 401(k) Savings Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • D.a. Hoerr & Sons, Inc. 401(k) Savings Plan reported participants rose from 70 in the plan year 2022 filing to 75 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 370761574 · D.a. Hoerr & Sons, Inc. PY 2023 · 401(k)

D.a. Hoerr & Sons, Inc. 401(k) Savings Plan · $1M · 75 · 26th

  • EBSA $1M
  • EBSA 75
  • EBSA 26th
  • EBSA 401(k)
  • EBSA near Harris & Wakayama, P.L.L.C. 401(k) Profit Sharing Plan and Trust
  • EBSA ind #3231

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 Retail Trade retirement plans → · Plans in Illinois →

D.a. Hoerr & Sons, Inc. 401(k) Savings Plan in the asset neighbourhood

D.a. Hoerr & Sons, Inc. 401(k) Savings PlanD.a. Hoerr & Sons, Inc. 401(…$1MHarris & Wakayama, P.L.L.C. 401(k) Profit Sharing Plan and TrustHarris & Wakayama, P.L.L.C. …$1MVine & Dine Hospitality Inc. Retirement PlanVine & Dine Hospitality Inc.…$1MSkyline Chili 401(k) Profit Sharing PlanSkyline Chili 401(k) Profit …$1MThe Wealthy Contractor Inc. 401(k) PlanThe Wealthy Contractor Inc. …$1M
End-of-year total assets ($M) among D.a. Hoerr & Sons, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

D.a. Hoerr & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All D.a. Hoerr & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 30.794495244033044% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.12M $1.46M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 70 $1M
2023 1 75 $1M
2024 1 74 $1M

D.a. Hoerr & Sons, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$166K
Employer EIN370761574
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

D.a. Hoerr & Sons, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants D.a. Hoerr & Sons, Inc. 401(k) Savings Plan, Total assets ($B): 0.001285614 · Participants: 75D.a. Hoerr & Sons, Inc. 401(k) Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
D.a. Hoerr & Sons, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare D.a. Hoerr & Sons, Inc. 401(k) Savings Plan side-by-side with 3 peers →

D.a. Hoerr & Sons, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Harris & Wakayama, P.L.L.C. 401(k) Profit Sharing Plan and Trust in WA ($1M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 D.a. Hoerr & Sons, Inc. 401(k) Savings Plan assets move in 2023? ▼
D.a. Hoerr & Sons, Inc. 401(k) Savings Plan grew at a solid clip - up 14.8% during 2023, from $1M to $1M. Reported net income was $166K.
How have D.a. Hoerr & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D.a. Hoerr & Sons, Inc.'s sponsor-wide assets grew 30.8%, from $1M to $1M.
Which 401(k) plans are similar in size to D.a. Hoerr & Sons, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harris & Wakayama, P.L.L.C. 401(k) Profit Sharing Plan and Trust in WA ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to D.a. Hoerr & Sons, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Airbiquity 401(k) Plan in WA (75 participants, $15M 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 370761574.

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.