401(k) · DOL Form 5500 · 2023

Hiffman Shaffer Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
183
Participants Below avg headcount
58th
Percentile by assets National rank
$52,259
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nai Hiffman 401(k) Plan · Sponsored by Hiffman Shaffer Associates, Inc. · Illinois · Real Estate

$10M in assets, 183 participants

Hiffman Shaffer Associates, Inc.'s Nai Hiffman 401(k) Plan reported $10M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,551 in Real Estate (4,727 peers)

Coverage in Illinois

Nai Hiffman 401(k) Plan covers 183 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $10M.

#3,551
in Real Estate (4,727 peers)
+32.6%
assets growth YoY

Nai Hiffman 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Nai Hiffman 401(k) Plan vs every filed plan by assets

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

$9,563,325 Top 42% higher than 58% 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

Nai Hiffman 401(k) 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. Nai Hiffman 401(k) Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nai Hiffman 401(k) Plan reported net income rose from -$742K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Nai Hiffman 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Nai Hiffman 401(k) Plan reported participants rose from 162 in the plan year 2022 filing to 183 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364333797 · Hiffman Shaffer Associates, Inc. PY 2023 · 401(k)

Nai Hiffman 401(k) Plan · $10M · 183 · 58th

  • NET $10M
  • NET 183
  • NET 58th
  • NET 401(k)
  • NET near Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust
  • NET ind #3551

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 Real Estate retirement plans → · Plans in Illinois →

Nai Hiffman 401(k) Plan in the asset neighbourhood

Nai Hiffman 401(k) Plan$10MCafe Valley, Inc. 401(k) Profit Sharing Plan and TrustCafe Valley, Inc. 401(k) Pro…$10MTal Holdings, LLC 401(k) Retirement PlanTal Holdings, LLC 401(k) Ret…$10MOphthalmology Specialists of Texas, PLLC 401(k) PlanOphthalmology Specialists of…$10MMaries County Bancorp, Inc. 401(k) Profit Sharing PlanMaries County Bancorp, Inc. …$10M
End-of-year total assets ($M) among Nai Hiffman 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN364333797
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hiffman Shaffer Associates, Inc.)

Sponsor-wide plan assets over time

All Hiffman Shaffer Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 62.993481189178624% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.21M $11.8M ▲ +63.1%
Year Plans Participants Total Assets
2022 1 162 $7M
2023 1 183 $10M
2024 1 191 $12M

Nearby 401(k) Plans in Illinois

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

Nai Hiffman 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Nai Hiffman 401(k) Plan, Total assets ($B): 0.009563325 · Participants: 183Nai Hiffman 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Nai Hiffman 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Nai Hiffman 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust in AZ ($10M); by covered participants it is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Nai Hiffman 401(k) Plan assets move in 2023? ▼
Nai Hiffman 401(k) Plan surged - up 32.6% during 2023, from $7M to $10M. Reported net income was $2M.
How have Hiffman Shaffer Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hiffman Shaffer Associates, Inc.'s sponsor-wide assets grew 63.0%, from $7M to $12M.
Which 401(k) plans are similar in size to Nai Hiffman 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cafe Valley, Inc. 401(k) Profit Sharing Plan and Trust in AZ ($10M, 1,131 participants).
Which 401(k) plans cover a similar participant headcount to Nai Hiffman 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants, $1M 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 364333797.

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.