401(k) · DOL Form 5500 · 2023
Hugo Enterprises LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $41,931
- Avg per participant Low balance/head
Official DOL plan name: Hugo Enterprises LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Hugo Enterprises LLC · Colorado · Management of Enterprises
$6M in assets, 138 participants
Hugo Enterprises LLC's Hugo Enterprises LLC 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #320 in Management of Enterprises (1,137 peers)
Coverage in Colorado
Hugo Enterprises LLC 401(k) Profit Sharing Plan & Trust covers 138 participants in Colorado, about 37% of the average Colorado filer (state average ~376 per filing). Assets: $6M.
- #320
- in Management of Enterprises (1,137 peers)
- +36.6%
- assets growth YoY
Hugo Enterprises LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Management of Enterprises and all filers
Hugo Enterprises LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,786,491 47th percentile higher than 47% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hugo Enterprises LLC 401(k) Profit Sharing Plan & Trust 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. Hugo Enterprises LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hugo Enterprises LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$272K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Hugo Enterprises LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Hugo Enterprises LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 145 in the plan year 2022 filing to 138 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 203705740 · Hugo Enterprises LLC PY 2023 · 401(k)
Hugo Enterprises LLC 401(k) Profit Sharing Plan & Trust · $6M · 138 · 47th
- EIN $6M
- RANK 138
- PHOTO 47th
- IND 401(k)
- EOY near Bauer Underground, Inc. Safe Harbor 401(k) Plan
- 5500 ind #320
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 Management of Enterprises retirement plans → · Plans in Colorado →
Hugo Enterprises LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 203705740 |
| Plan Effective Date | 2010-01-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hugo Enterprises LLC)
Sponsor-wide plan assets over time
All Hugo Enterprises LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 71.32108897159688% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 145 | $4M |
| 2023 | 1 | 138 | $6M |
| 2024 | 1 | 143 | $7M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Hugo Enterprises LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Bauer Underground, Inc. Safe Harbor 401(k) Plan in NE ($6M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Pmt Group, Inc. Profit Sharing 401(k) Plan (CT) 138 · 0 off
- Continental Floral 401(k) Plan (WA) 138 · 0 off
- Shaw Electric, Inc. Retirement Savings Plan (IA) 138 · 0 off
- Warco Retirement Plan (NC) 138 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.