401(k) · DOL Form 5500 · 2023
Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 153
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $92,575
- Avg per participant Below avg balance/head
Official DOL plan name: Hungerford Nichols Investment Plan and Trust · Sponsored by Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols · Michigan · Professional & Technical Services
$14M in assets, 153 participants
Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols's Hungerford Nichols Investment Plan and Trust reported $14M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #13,272 in Professional & Technical Services (20,321 peers)
Coverage in Michigan
Hungerford Nichols Investment Plan and Trust covers 153 participants in Michigan, about 24% of the average Michigan filer (state average ~638 per filing). Assets: $14M.
- #13,272
- in Professional & Technical Services (20,321 peers)
- +19.8%
- assets growth YoY
Hungerford Nichols Investment Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Hungerford Nichols Investment Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,163,950 Top 34% higher than 66% 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
Hungerford Nichols Investment Plan and 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. Hungerford Nichols Investment Plan and Trust sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hungerford Nichols Investment Plan and Trust reported net income rose from -$601K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Hungerford Nichols Investment Plan and Trust reported participants rose from 127 in the plan year 2022 filing to 153 in the plan year 2023 filing.
- Hungerford Nichols Investment Plan and Trust end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 382184825 · Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols PY 2023 · 401(k)
Hungerford Nichols Investment Plan and Trust · $14M · 153 · 66th
- VS-ST $14M
- BOY 153
- SCH 66th
- EBSA 401(k)
- PART near Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan
- TYPE ind #13272
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 Professional & Technical Services retirement plans → · Plans in Michigan →
Hungerford Nichols Investment Plan and Trust in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 382184825 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols)
Sponsor-wide plan assets over time
All Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 46.40909866511549% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 127 | $12M |
| 2023 | 1 | 153 | $14M |
| 2024 | 1 | 162 | $17M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Hungerford Nichols Investment Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Stacey a. Bardfield Co., Inc. 401(k) Profit Sharing Plan in CA ($14M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust (TX) 153 · 0 off
- Austin Csi, LLC 401(k) Plan (TX) 153 · 0 off
- Halsey Grocery 401(k) Plan (AL) 153 · 0 off
- Easy Auto 401(k) Plan (TN) 153 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.