401(k) · DOL Form 5500 · 2023

Hope Enterprise Corporation, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
253
Participants Below avg headcount
61st
Percentile by assets National rank
$44,595
Avg per participant Low balance/head
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Official DOL plan name: Hope Enterprise Corporation, Inc. 401(k) Savings Plan · Sponsored by Hope Enterprise Corporation, Inc. · Mississippi · Finance & Insurance

$11M in assets, 253 participants

Hope Enterprise Corporation, Inc.'s Hope Enterprise Corporation, Inc. 401(k) Savings Plan reported $11M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,070 in Finance & Insurance (8,869 peers)

Hope Enterprise Corporation, Inc. multi-year trail

Hope Enterprise Corporation, Inc.'s plans moved +44.1% in assets from 2022 to 2024; this filing shows Hope Enterprise Corporation, Inc. 401(k) Savings Plan at $11M / 253 participants.

#4,070
in Finance & Insurance (8,869 peers)
+25.6%
assets growth YoY

Hope Enterprise Corporation, Inc. 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Hope Enterprise Corporation, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$11,282,544 Top 39% higher than 61% 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

Hope Enterprise Corporation, Inc. 401(k) Savings Plan 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. Hope Enterprise Corporation, Inc. 401(k) Savings Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hope Enterprise Corporation, Inc. 401(k) Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hope Enterprise Corporation, Inc. 401(k) Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Hope Enterprise Corporation, Inc. 401(k) Savings Plan reported participants rose from 214 in the plan year 2022 filing to 253 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 640851798 · Hope Enterprise Corporation, Inc. PY 2023 · 401(k)

Hope Enterprise Corporation, Inc. 401(k) Savings Plan · $11M · 253 · 61st

  • 5500 $11M
  • 5500 253
  • 5500 61st
  • 5500 401(k)
  • 5500 near 401(k) Profit Sharing Plan for Orange Grove Center, Inc.
  • 5500 ind #4070

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 Mississippi →

Hope Enterprise Corporation, Inc. 401(k) Savings Plan in the asset neighbourhood

Hope Enterprise Corporation, Inc. 401(k) Savings PlanHope Enterprise Corporation,…$11M401(k) Profit Sharing Plan for Orange Grove Center, Inc.401(k) Profit Sharing Plan f…$11MColectivo Coffee Roasters, Inc. Retirement PlanColectivo Coffee Roasters, I…$11MHull Lift Truck, Inc. 401(k) PlanHull Lift Truck, Inc. 401(k)…$11MHillebrand Gori USA, LLC. 401(k) PlanHillebrand Gori USA, LLC. 40…$11M
End-of-year total assets ($M) among Hope Enterprise Corporation, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hope Enterprise Corporation, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hope Enterprise Corporation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 44.05805441095074% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.98M $12.9M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 214 $9M
2023 1 253 $11M
2024 1 226 $13M

Hope Enterprise Corporation, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN640851798
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Hope Enterprise Corporation, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Hope Enterprise Corporation, Inc. 401(k) Savings Plan, Total assets ($M): 11.282544 · Participants: 253Hope Enterprise Corporation, Inc. 401(k) Savings PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Hope Enterprise Corporation, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Hope Enterprise Corporation, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Hope Enterprise Corporation, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Orange Grove Center, Inc. in TN ($11M); by covered participants it is Helm Group, Inc. 401(k) Plan in IL (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Hope Enterprise Corporation, Inc. 401(k) Savings Plan assets move in 2023? ▼
Hope Enterprise Corporation, Inc. 401(k) Savings Plan grew sharply - up 25.6% during 2023, from $9M to $11M. Reported net income was $2M.
How have Hope Enterprise Corporation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hope Enterprise Corporation, Inc.'s sponsor-wide assets grew 44.1%, from $9M to $13M.
Which 401(k) plans are similar in size to Hope Enterprise Corporation, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Orange Grove Center, Inc. in TN ($11M, 521 participants).
Which 401(k) plans cover a similar participant headcount to Hope Enterprise Corporation, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Helm Group, Inc. 401(k) Plan in IL (253 participants, $56M 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 640851798.

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.