401(k) · DOL Form 5500 · 2023

Hedgeserv Corporation 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
400
Participants Below avg headcount
82nd
Percentile by assets National rank
$89,253
Avg per participant Below avg balance/head
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Official DOL plan name: Hedgeserv Corporation 401(k) Plan · Sponsored by Hedgeserv Corporation · New York · Professional & Technical Services

$36M in assets, 400 participants

Hedgeserv Corporation's Hedgeserv Corporation 401(k) Plan reported $36M in total assets and 400 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,718 in Professional & Technical Services (20,321 peers)

Where Hedgeserv Corporation 401(k) Plan sits by assets

Hedgeserv Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 400 participants (~$89,253/participant), up 29.2% in 2023.

#16,718
in Professional & Technical Services (20,321 peers)
+29.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hedgeserv Corporation 401(k) Plan's outsized position by total assets

Hedgeserv Corporation 401(k) Plan vs every filed plan by assets

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

$35,701,149 Top 18% higher than 82% 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

Hedgeserv Corporation 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. Hedgeserv Corporation 401(k) Plan sits mid-pack in the medium band (400 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hedgeserv Corporation 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Hedgeserv Corporation 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Hedgeserv Corporation 401(k) Plan reported participants rose from 350 in the plan year 2022 filing to 400 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 262417221 · Hedgeserv Corporation PY 2023 · 401(k)

Hedgeserv Corporation 401(k) Plan · $36M · 400 · 82nd

  • IND $36M
  • EOY 400
  • 5500 82nd
  • ASSETS 401(k)
  • PCT near Smt 401(k) Plan
  • EIN ind #16718

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 Professional & Technical Services retirement plans → · Plans in New York →

Hedgeserv Corporation 401(k) Plan in the asset neighbourhood

Ineight Inc. 401(k) Plan$36MHedgeserv Corporation 401(k) PlanHedgeserv Corporation 401(k)…$36MSmt 401(k) Plan$36MAechelon Technology 401(k) PlanAechelon Technology 401(k) P…$36MErie Family Health Center 401(k) PlanErie Family Health Center 40…$36M
End-of-year total assets ($M) among Hedgeserv Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$36M
Net Income$8M
Employer EIN262417221
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hedgeserv Corporation)

Sponsor-wide plan assets over time

All Hedgeserv Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$44M 59.66406710362412% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $27.6M $44.1M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 350 $28M
2023 1 400 $36M
2024 1 406 $44M

Nearby 401(k) Plans in New York

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

Hedgeserv Corporation 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hedgeserv Corporation 401(k) Plan, Total assets ($B): 0.035701149 · Participants: 400Hedgeserv Corporation 401(k) 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
Hedgeserv Corporation 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hedgeserv Corporation 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Smt 401(k) Plan in NC ($36M); by covered participants it is Bobcat North America, LLC in FL (400 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (400 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 Hedgeserv Corporation 401(k) Plan assets move in 2023? ▼
Hedgeserv Corporation 401(k) Plan grew sharply - up 29.2% during 2023, from $28M to $36M. Reported net income was $8M.
How have Hedgeserv Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hedgeserv Corporation's sponsor-wide assets grew 59.7%, from $28M to $44M.
Where does Hedgeserv Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Hedgeserv Corporation 401(k) Plan ranks in the 82nd 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 Hedgeserv Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smt 401(k) Plan in NC ($36M, 422 participants).
Which 401(k) plans cover a similar participant headcount to Hedgeserv Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (400 participants, $260K 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 262417221.

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.