401(k) · DOL Form 5500 · 2023

Hirst Applegate, LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
22
Participants Small participant base
41st
Percentile by assets National rank
$191,705
Avg per participant Above avg balance/head
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Official DOL plan name: Hirst Applegate, LLP 401(k) Profit Sharing Plan · Sponsored by Hirst Applegate, LLP · Wyoming · Professional & Technical Services

$4M in assets, 22 participants

Hirst Applegate, LLP's Hirst Applegate, LLP 401(k) Profit Sharing Plan reported $4M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,864 in Professional & Technical Services (20,321 peers)

2023 asset change

Hirst Applegate, LLP 401(k) Profit Sharing Plan grew at a solid clip 13.4% in 2023 ($4M → $4M) for 22 participants.

#7,864
in Professional & Technical Services (20,321 peers)
+13.4%
assets growth YoY

Hirst Applegate, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hirst Applegate, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,217,508 41st percentile higher than 41% 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

Hirst Applegate, LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hirst Applegate, LLP 401(k) Profit Sharing Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hirst Applegate, LLP 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $497K in the plan year 2023 filing.
  • Hirst Applegate, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Hirst Applegate, LLP 401(k) Profit Sharing Plan reported participants rose from 20 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 264165569 · Hirst Applegate, LLP PY 2023 · 401(k)

Hirst Applegate, LLP 401(k) Profit Sharing Plan · $4M · 22 · 41st

  • EOY $4M
  • 5500 22
  • ASSETS 41st
  • PCT 401(k)
  • EIN near Barrett-Jackson 401(k) Plan
  • RANK ind #7864

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 Wyoming →

Hirst Applegate, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Hirst Applegate, LLP 401(k) Profit Sharing PlanHirst Applegate, LLP 401(k) …$4MBarrett-Jackson 401(k) Plan$4MActon Management, Inc. 401(k) Profit Sharing PlanActon Management, Inc. 401(k…$4MRyan Mechanical Co. 401(k) Profit Sharing PlanRyan Mechanical Co. 401(k) P…$4MRoot Spitznas & Smiley, Inc. 401(k) PlanRoot Spitznas & Smiley, Inc.…$4M
End-of-year total assets ($M) among Hirst Applegate, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hirst Applegate, LLP years around the 2023 move

Sponsor-wide plan assets over time

All Hirst Applegate, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.66171616673865% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $3.72M $3.58M ▼ -3.8%
Year Plans Participants Total Assets
2022 1 20 $4M
2023 1 22 $4M
2024 1 18 $4M

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$497K
Employer EIN264165569
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wyoming

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

Hirst Applegate, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Hirst Applegate, LLP 401(k) Profit Sharing Plan, Total assets ($M): 4.217508 · Participants: 22Hirst Applegate, LLP 401(k) Profit Sharing PlanAdmiral Beverage Corporation 401(k) Plan, Total assets ($M): 156.224282 · Participants: 1354Admiral Beverage Corporation 401(k) PlanWyoming Machinery Company Profit Sharing 401(k) Plan, Total assets ($M): 136.372631 · Participants: 728Wyoming Machinery Company Profit Sharing 401(k) PlanTrihydro Corporation 401(k) Plan, Total assets ($M): 102.846284 · Participants: 539Trihydro Corporation 401(k) PlanTrue Companies Employees' 401(k) Savings Plan, Total assets ($M): 63.309064 · Participants: 950True Companies Employees' 401(k) Savings PlanNeiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($M): 43.885561 · Participants: 493Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust
Hirst Applegate, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants
Compare Hirst Applegate, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hirst Applegate, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wyoming, the nearest 401(k) by assets is Barrett-Jackson 401(k) Plan in AZ ($4M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Hirst Applegate, LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Hirst Applegate, LLP 401(k) Profit Sharing Plan grew at a solid clip - up 13.4% during 2023, from $4M to $4M. Reported net income was $497K.
How have Hirst Applegate, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hirst Applegate, LLP's sponsor-wide assets declined 3.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Hirst Applegate, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barrett-Jackson 401(k) Plan in AZ ($4M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Hirst Applegate, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K 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 264165569.

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.