401(k) · DOL Form 5500 · 2023

The Hilliard Corporation 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
321
Participants Below avg headcount
81st
Percentile by assets National rank
$105,174
Avg per participant Below avg balance/head
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Official DOL plan name: The Hilliard Corporation-Union Savings & Investment Plan · Sponsored by The Hilliard Corporation · New York · Manufacturing

$34M in assets, 321 participants

The Hilliard Corporation's The Hilliard Corporation-Union Savings & Investment Plan reported $34M in total assets and 321 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,672 in Manufacturing (18,722 peers)

Coverage in New York

The Hilliard Corporation-Union Savings & Investment Plan covers 321 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $34M.

#13,672
in Manufacturing (18,722 peers)
+16.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Hilliard Corporation-Union Savings & Investment Plan's outsized position by total assets

The Hilliard Corporation-Union Savings & Investment Plan vs every filed plan by assets

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

$33,760,739 Top 19% higher than 81% 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

The Hilliard Corporation-Union Savings & Investment 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. The Hilliard Corporation-Union Savings & Investment Plan sits mid-pack in the medium band (321 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Hilliard Corporation-Union Savings & Investment Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Hilliard Corporation-Union Savings & Investment Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • The Hilliard Corporation-Union Savings & Investment Plan reported participants fell from 334 in the plan year 2022 filing to 321 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 160480520 · The Hilliard Corporation PY 2023 · 401(k)

The Hilliard Corporation-Union Savings & Investment Plan · $34M · 321 · 81st

  • EOY $34M
  • 5500 321
  • ASSETS 81st
  • PCT 401(k)
  • EIN near Kognitiv 401(k) Savings Plan
  • RANK ind #13672

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 Manufacturing retirement plans → · Plans in New York →

The Hilliard Corporation-Union Savings & Investment Plan in the asset neighbourhood

The Hilliard Corporation-Union Savings & Investment PlanThe Hilliard Corporation-Uni…$34MKognitiv 401(k) Savings Plan$34MSouth Carolina Pediatric Alliance, LLC 401(k) Profit Sharing PlanSouth Carolina Pediatric All…$34MXl Parts 401(k) Plan$34MRoark Capital Management LLC 401(k) Profit Sharing Plan & TrustRoark Capital Management LLC…$34M
End-of-year total assets ($M) among The Hilliard Corporation-Union Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN160480520
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Hilliard Corporation)

Sponsor-wide plan assets over time

All The Hilliard Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$190M 24.955639191714724% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $152M $190M ▲ +25.0%
Year Plans Participants Total Assets
2022 4 870 $152M
2023 4 830 $172M
2024 4 975 $190M

Nearby 401(k) Plans in New York

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

The Hilliard Corporation-Union Savings & Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Hilliard Corporation-Union Savings & Investment Plan, Total assets ($B): 0.033760739 · Participants: 321The Hilliard Corporation-Union Savings & Investment PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
The Hilliard Corporation-Union Savings & Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Hilliard Corporation-Union Savings & Investment Plan side-by-side with 3 peers →

The Hilliard Corporation-Union Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kognitiv 401(k) Savings Plan in ($34M); by covered participants it is Sun City Summerlin Community Association, Inc. 401(k) Plan in NV (321 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (321 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 The Hilliard Corporation-Union Savings & Investment Plan assets move in 2023? ▼
The Hilliard Corporation-Union Savings & Investment Plan grew sharply - up 16.0% during 2023, from $29M to $34M. Reported net income was $5M.
How have The Hilliard Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Hilliard Corporation's sponsor-wide assets grew 25.0%, from $152M to $190M.
Where does The Hilliard Corporation-Union Savings & Investment Plan rank by assets among Form 5500 filers? ▼
The Hilliard Corporation-Union Savings & Investment Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Hilliard Corporation-Union Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kognitiv 401(k) Savings Plan in ($34M, 60 participants).
Which 401(k) plans cover a similar participant headcount to The Hilliard Corporation-Union Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sun City Summerlin Community Association, Inc. 401(k) Plan in NV (321 participants, $4M 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 160480520.

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.