401(k) · DOL Form 5500 · 2023

Hellman & Friedman LLC 401(k) Plan

Data updated 2026-08-11

$83M
Total assets
144
Participants
90th
Percentile by assets
$577,483
Avg per participant
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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.

  • 90th percentile by assets (of 127,072 plans)
  • #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.

$83M
total plan assets (2023 EOY)
144
covered participants
90th
percentile by assets (of 127,072 plans)
$577,483
avg assets per participant

Where Hellman & Friedman Profit Sharing & 401(k) Savings Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Finance & Insurance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Hellman & Friedman Profit Sharing & 401(k) Savings Plan reports 144 participants - about 23% of that state average ($83M EOY assets).

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)

$60M$80M$100M$120M 202220232024 $66.7M $102M ▲ +52.5%
Total plan assets by year, all Hellman & Friedman LLC plans on file
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 ($B) Participants Hellman & Friedman P…, Total assets ($B): 0.083157599 · Participants: 144Hellman & Friedman P…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 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(… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Hellman & Friedman Profit Sharing & 401(k) Savings Plan by total assets, not by location.

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).

Next read for Hellman & Friedman Profit Sharing & 401(…

Filing takeaways

Ways to act on Hellman & Friedman Profit Sharing & 401(k) Savings Plan's numbers.

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.