401(k) · DOL Form 5500 · 2023
Hensley & Company 401(k) Plan
Data updated 2026-08-25
- $78M
- Total assets Below avg plan size
- 1,221
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $64,178
- Avg per participant Low balance/head
Official DOL plan name: Hensley & Company Profit Sharing Plan and Trust · Sponsored by Hensley & Company · Arizona · Wholesale Trade
$78M in assets, 1,221 participants
Hensley & Company's Hensley & Company Profit Sharing Plan and Trust reported $78M in total assets and 1,221 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #5,751 in Wholesale Trade (6,309 peers)
Coverage in Arizona
Hensley & Company Profit Sharing Plan and Trust covers 1,221 participants in Arizona, 2.2x the typical Arizona plan (state average ~564 per filing). Assets: $78M.
- #5,751
- in Wholesale Trade (6,309 peers)
- +29.5%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Hensley & Company Profit Sharing Plan and Trust's outsized position by total assets
Hensley & Company Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$78,361,621 Top 10% higher than 90% 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
Hensley & Company Profit Sharing Plan and Trust's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hensley & Company Profit Sharing Plan and Trust lands in the large band (1,221 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hensley & Company Profit Sharing Plan and Trust reported net income rose from -$14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Hensley & Company Profit Sharing Plan and Trust end-of-year assets rose from $60M in the plan year 2022 filing to $78M in the plan year 2023 filing.
- Hensley & Company Profit Sharing Plan and Trust reported participants rose from 1,061 in the plan year 2022 filing to 1,221 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 860255475 · Hensley & Company PY 2023 · 401(k)
Hensley & Company Profit Sharing Plan and Trust · $78M · 1,221 · 90th
- BOOK $78M
- BOOK 1,221
- BOOK 90th
- BOOK 401(k)
- BOOK near Trans-West, Inc. 401(k) Savings Plan
- BOOK ind #5751
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 Arizona →
Hensley & Company Profit Sharing Plan and Trust in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $17M |
| Employer EIN | 860255475 |
| Plan Effective Date | 1966-12-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hensley & Company)
Sponsor-wide plan assets over time
All Hensley & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $76M 25.73443465445807% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,061 | $60M |
| 2023 | 1 | 1,221 | $78M |
| 2024 | 1 | 1,573 | $76M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Hensley & Company Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Trans-West, Inc. 401(k) Savings Plan in CO ($78M); by covered participants it is Zep Inc. 401(k) Plan in GA (1,221 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78M here).
- Trans-West, Inc. 401(k) Savings Plan (CO) $78M · 1,750
- Rochester Regional Health 401(k) Defined Contribution Plan (NY) $78M · 1,933
- Cardinal Employees Retirement Savings Plan (NC) $78M · 5,270
- W & T Offshore, Inc. 401(k) Plan (TX) $78M · 363
Similar participant headcount
Nearest other-state filings by covered participants (1,221 participants); asset peers above are excluded.
- Zep Inc. 401(k) Plan (GA) 1,221 · 0 off
- Yellow Checker Star Fleet 401(k) Plan (NV) 1,221 · 0 off
- Pacific Office Automation Capital Accumulation Plan (OR) 1,221 · 0 off
- Stefanini Retirement Savings Plan (MI) 1,221 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.