401(k) · DOL Form 5500 · 2023

Hellman & Friedman LLC 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
144
Participants Small participant base
90th
Percentile by assets National rank
$577,483
Avg per participant High balance/head
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Official DOL plan name: Hellman & Friedman Profit Sharing & 401(k) Savings Plan · Sponsored by Hellman & Friedman LLC · California · Finance & Insurance

$83M in assets, 144 participants

Hellman & Friedman LLC's Hellman & Friedman Profit Sharing & 401(k) Savings Plan reported $83M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,505 in Finance & Insurance (8,869 peers)

Coverage in California

Hellman & Friedman Profit Sharing & 401(k) Savings Plan covers 144 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $83M.

#7,505
in Finance & Insurance (8,869 peers)
+24.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Hellman & Friedman Profit Sharing & 401(k) Savings Plan's outsized position by total assets

Hellman & Friedman Profit Sharing & 401(k) Savings Plan vs every filed plan by assets

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

$83,157,599 Top 10% higher than 90% 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

Hellman & Friedman Profit Sharing & 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. Hellman & Friedman Profit Sharing & 401(k) Savings Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hellman & Friedman Profit Sharing & 401(k) Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Hellman & Friedman Profit Sharing & 401(k) Savings Plan end-of-year assets rose from $67M in the plan year 2022 filing to $83M in the plan year 2023 filing.
  • Hellman & Friedman Profit Sharing & 401(k) Savings Plan reported participants rose from 124 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 383708132 · Hellman & Friedman LLC PY 2023 · 401(k)

Hellman & Friedman Profit Sharing & 401(k) Savings Plan · $83M · 144 · 90th

  • EOY $83M
  • 5500 144
  • ASSETS 90th
  • PCT 401(k)
  • EIN near Dennis Group 401(k) Profit Sharing Plan
  • RANK ind #7505

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 California →

Hellman & Friedman Profit Sharing & 401(k) Savings Plan in the asset neighbourhood

Hellman & Friedman Profit Sharing & 401(k) Savings PlanHellman & Friedman Profit Sh…$83MDennis Group 401(k) Profit Sharing PlanDennis Group 401(k) Profit S…$83MAlaka'ina Foundation 401(k) Savings PlanAlaka'ina Foundation 401(k) …$83MAmerican Physical Therapy Association Profit Sharing and 401(k) Retirement PlanAmerican Physical Therapy As…$83MTriton International 401(k) Savings PlanTriton International 401(k) …$83M
End-of-year total assets ($M) among Hellman & Friedman Profit Sharing & 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$83M
Net Income$16M
Employer EIN383708132
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hellman & Friedman LLC)

Sponsor-wide plan assets over time

All Hellman & Friedman LLC plans reported in each filing year

Latest sponsor-wide plan assets
$102M 52.5142786435055% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $66.7M $102M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 124 $67M
2023 1 144 $83M
2024 1 156 $102M

Nearby 401(k) Plans in California

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

Hellman & Friedman Profit Sharing & 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hellman & Friedman Profit Sharing & 401(k) Savings Plan, Total assets ($B): 0.083157599 · Participants: 144Hellman & Friedman Profit Sharing & 401(k) Savings 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
Hellman & Friedman Profit Sharing & 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hellman & Friedman Profit Sharing & 401(k) Savings Plan side-by-side with 3 peers →

Hellman & Friedman Profit Sharing & 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dennis Group 401(k) Profit Sharing Plan in MA ($83M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Hellman & Friedman Profit Sharing & 401(k) Savings Plan assets move in 2023? ▼
Hellman & Friedman Profit Sharing & 401(k) Savings Plan grew sharply - up 24.6% during 2023, from $67M to $83M. Reported net income was $16M.
How have Hellman & Friedman LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hellman & Friedman LLC's sponsor-wide assets grew 52.5%, from $67M to $102M.
Where does Hellman & Friedman Profit Sharing & 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Hellman & Friedman Profit Sharing & 401(k) Savings Plan ranks in the 90th 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 Hellman & Friedman Profit Sharing & 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dennis Group 401(k) Profit Sharing Plan in MA ($83M, 473 participants).
Which 401(k) plans cover a similar participant headcount to Hellman & Friedman Profit Sharing & 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eagle Granite 401(k) Plan in GA (144 participants, N/A 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 383708132.

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.