401(k) · DOL Form 5500 · 2023

Hankey Investment Company LP 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
3,674
Participants Above avg headcount
91st
Percentile by assets National rank
$24,966
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hg 401(k) Plan · Sponsored by Hankey Investment Company LP · California · Retail Trade

$92M in assets, 3,674 participants

Hankey Investment Company LP's Hg 401(k) Plan reported $92M in total assets and 3,674 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,971 in Retail Trade (8,414 peers)

Coverage in California

Hg 401(k) Plan covers 3,674 participants in California, 5.8x the typical California plan (state average ~630 per filing). Assets: $92M.

#7,971
in Retail Trade (8,414 peers)
+14.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Hg 401(k) Plan's outsized position by total assets

Hg 401(k) Plan vs every filed plan by assets

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

$91,726,612 Top 9% higher than 91% 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

Hg 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hg 401(k) Plan lands in the large band (3,674 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hg 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Hg 401(k) Plan end-of-year assets rose from $80M in the plan year 2022 filing to $92M in the plan year 2023 filing.
  • Hg 401(k) Plan reported participants rose from 3,600 in the plan year 2022 filing to 3,674 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954361557 · Hankey Investment Company LP PY 2023 · 401(k)

Hg 401(k) Plan · $92M · 3,674 · 91st

  • BOOK $92M
  • BOOK 3,674
  • BOOK 91st
  • BOOK 401(k)
  • BOOK near Dnb Bank Asa, New York Branch Savings Investment Plan.
  • BOOK ind #7971

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 California →

Hg 401(k) Plan in the asset neighbourhood

Delta Dental Plan of Michigan Employees' 401(k) PlanDelta Dental Plan of Michiga…$92MEnhance Therapies 401(k) Plan$92MDnb Bank Asa, New York Branch Savings Investment Plan.Dnb Bank Asa, New York Branc…$92MHg 401(k) Plan$92MLewis Roca Rothgerber Christie LLP Retirement Plan BLewis Roca Rothgerber Christ…$92M
End-of-year total assets ($M) among Hg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$92M
Net Income$9M
Employer EIN954361557
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hankey Investment Company LP)

Sponsor-wide plan assets over time

All Hankey Investment Company LP plans reported in each filing year

Latest sponsor-wide plan assets
$108M 35.81874892353258% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $79.8M $108M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 3,600 $80M
2023 1 3,674 $92M
2024 1 3,664 $108M

Nearby 401(k) Plans in California

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

Hg 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hg 401(k) Plan, Total assets ($B): 0.091726612 · Participants: 3674Hg 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Hg 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hg 401(k) Plan side-by-side with 3 peers →

Hg 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dnb Bank Asa, New York Branch Savings Investment Plan. in NY ($92M); by covered participants it is Newmark 401(k) Plan in NY (3,674 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,674 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 Hg 401(k) Plan assets move in 2023? ▼
Hg 401(k) Plan grew at a solid clip - up 14.9% during 2023, from $80M to $92M. Reported net income was $9M.
How have Hankey Investment Company LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hankey Investment Company LP's sponsor-wide assets grew 35.8%, from $80M to $108M.
Where does Hg 401(k) Plan rank by assets among Form 5500 filers? ▼
Hg 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Hg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dnb Bank Asa, New York Branch Savings Investment Plan. in NY ($92M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Hg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Newmark 401(k) Plan in NY (3,674 participants, $245M 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 954361557.

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.