401(k) · DOL Form 5500 · 2023

Hamby & Aloisio, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
29th
Percentile by assets National rank
$98,063
Avg per participant Below avg balance/head
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Official DOL plan name: Hamby & Aloisio, Inc. 401(k) Plan · Sponsored by Hamby & Aloisio, Inc. · Georgia · Finance & Insurance

$2M in assets, 18 participants

Hamby & Aloisio, Inc.'s Hamby & Aloisio, Inc. 401(k) Plan reported $2M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,741 in Finance & Insurance (8,869 peers)

Hamby & Aloisio, Inc. multi-year trail

Hamby & Aloisio, Inc.'s plans moved +45.5% in assets from 2022 to 2024; this filing shows Hamby & Aloisio, Inc. 401(k) Plan at $2M / 18 participants.

#1,741
in Finance & Insurance (8,869 peers)
+28.1%
assets growth YoY

Hamby & Aloisio, Inc. 401(k) Plan among the smaller filed plans by assets

Hamby & Aloisio, Inc. 401(k) Plan vs every filed plan by assets

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

$1,765,133 29th percentile higher than 29% 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

Hamby & Aloisio, Inc. 401(k) 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. Hamby & Aloisio, Inc. 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hamby & Aloisio, Inc. 401(k) Plan reported net income rose from -$360K in the plan year 2022 filing to $387K in the plan year 2023 filing.
  • Hamby & Aloisio, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hamby & Aloisio, Inc. 401(k) Plan reported participants fell from 21 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 581246644 · Hamby & Aloisio, Inc. PY 2023 · 401(k)

Hamby & Aloisio, Inc. 401(k) Plan · $2M · 18 · 29th

  • VS-ST $2M
  • BOY 18
  • SCH 29th
  • EBSA 401(k)
  • PART near Better Odds, Inc., 401(k) Plan
  • TYPE ind #1741

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 Georgia →

Hamby & Aloisio, Inc. 401(k) Plan in the asset neighbourhood

Hamby & Aloisio, Inc. 401(k) PlanHamby & Aloisio, Inc. 401(k)…$2MBetter Odds, Inc., 401(k) PlanBetter Odds, Inc., 401(k) Pl…$2MSfr II, LLC 401(k) Salary Reduction PlanSfr II, LLC 401(k) Salary Re…$2MPsi Associates, Inc. 401(k) Employees' Retirement Plan and TrustPsi Associates, Inc. 401(k) …$2MM.C. Van Kampen Trucking, Inc. 401(k) PlanM.C. Van Kampen Trucking, In…$2M
End-of-year total assets ($M) among Hamby & Aloisio, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hamby & Aloisio, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hamby & Aloisio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 45.45583880146333% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.38M $2M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 21 $1M
2023 1 18 $2M
2024 1 19 $2M

Hamby & Aloisio, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$387K
Employer EIN581246644
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Hamby & Aloisio, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Hamby & Aloisio, Inc. 401(k) Plan, Total assets ($B): 0.001765133 · Participants: 18Hamby & Aloisio, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Hamby & Aloisio, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Hamby & Aloisio, Inc. 401(k) Plan side-by-side with 3 peers →

Hamby & Aloisio, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Better Odds, Inc., 401(k) Plan in MO ($2M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Hamby & Aloisio, Inc. 401(k) Plan assets move in 2023? ▼
Hamby & Aloisio, Inc. 401(k) Plan grew sharply - up 28.1% during 2023, from $1M to $2M. Reported net income was $387K.
How have Hamby & Aloisio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hamby & Aloisio, Inc.'s sponsor-wide assets grew 45.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Hamby & Aloisio, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Better Odds, Inc., 401(k) Plan in MO ($2M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Hamby & Aloisio, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 581246644.

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.