401(k) · DOL Form 5500 · 2023

Jack Hilliard Distributing Company, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
251
Participants Below avg headcount
59th
Percentile by assets National rank
$40,850
Avg per participant Low balance/head
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Official DOL plan name: Jack Hilliard Distributing Company, Inc. 401(k) Plan · Sponsored by Jack Hilliard Distributing Company, Inc. · Texas · Wholesale Trade

$10M in assets, 251 participants

Jack Hilliard Distributing Company, Inc.'s Jack Hilliard Distributing Company, Inc. 401(k) Plan reported $10M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,225 in Wholesale Trade (6,309 peers)

Coverage in Texas

Jack Hilliard Distributing Company, Inc. 401(k) Plan covers 251 participants in Texas, about 37% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#3,225
in Wholesale Trade (6,309 peers)
+2.5%
assets growth YoY

Jack Hilliard Distributing Company, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Jack Hilliard Distributing Company, Inc. 401(k) Plan vs every filed plan by assets

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

$10,253,436 Top 41% higher than 59% 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

Jack Hilliard Distributing Company, Inc. 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. Jack Hilliard Distributing Company, Inc. 401(k) Plan sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jack Hilliard Distributing Company, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $252K in the plan year 2023 filing.
  • Jack Hilliard Distributing Company, Inc. 401(k) Plan reported participants rose from 237 in the plan year 2022 filing to 251 in the plan year 2023 filing.
  • Jack Hilliard Distributing Company, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741460263 · Jack Hilliard Distributing Company, Inc. PY 2023 · 401(k)

Jack Hilliard Distributing Company, Inc. 401(k) Plan · $10M · 251 · 59th

  • RANK $10M
  • RANK 251
  • RANK 59th
  • RANK 401(k)
  • RANK near Stockbridge-Munsee Community Enterprise 401(k) Plan
  • RANK ind #3225

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 Wholesale Trade retirement plans → · Plans in Texas →

Jack Hilliard Distributing Company, Inc. 401(k) Plan in the asset neighbourhood

Jack Hilliard Distributing Company, Inc. 401(k) PlanJack Hilliard Distributing C…$10MStockbridge-Munsee Community Enterprise 401(k) PlanStockbridge-Munsee Community…$10MPrevailing Multiple Employer PlanPrevailing Multiple Employer…$10MMiller's Ale House, Inc. 401(k) PlanMiller's Ale House, Inc. 401…$10MWillamette Urology, P.C. 401(k)Profit Sharing PlanWillamette Urology, P.C. 401…$10M
End-of-year total assets ($M) among Jack Hilliard Distributing Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$252K
Employer EIN741460263
Plan Effective Date1974-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jack Hilliard Distributing Company, Inc.)

Sponsor-wide plan assets over time

All Jack Hilliard Distributing Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 15.669551961554909% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M$11.5M$12M 202220232024 $10M $11.6M ▲ +15.7%
Year Plans Participants Total Assets
2022 1 237 $10M
2023 1 251 $10M
2024 1 258 $12M

Nearby 401(k) Plans in Texas

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

Jack Hilliard Distributing Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jack Hilliard Distributing Company, Inc. 401(k) Plan, Total assets ($B): 0.010253436 · Participants: 251Jack Hilliard Distributing Company, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Jack Hilliard Distributing Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jack Hilliard Distributing Company, Inc. 401(k) Plan side-by-side with 3 peers →

Jack Hilliard Distributing Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Stockbridge-Munsee Community Enterprise 401(k) Plan in WI ($10M); by covered participants it is Drata Inc. 401(k) Plan in CA (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Jack Hilliard Distributing Company, Inc. 401(k) Plan assets move in 2023? ▼
Jack Hilliard Distributing Company, Inc. 401(k) Plan edged up modestly - up 2.5% during 2023, from $10M to $10M. Reported net income was $252K.
How have Jack Hilliard Distributing Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jack Hilliard Distributing Company, Inc.'s sponsor-wide assets grew 15.7%, from $10M to $12M.
Which 401(k) plans are similar in size to Jack Hilliard Distributing Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stockbridge-Munsee Community Enterprise 401(k) Plan in WI ($10M, 331 participants).
Which 401(k) plans cover a similar participant headcount to Jack Hilliard Distributing Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Drata Inc. 401(k) Plan in CA (251 participants, $8M 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 741460263.

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.