401(k)
2023 plan-year 401(k) DOL Form 5500

Hensley & Company Profit Sharing Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Hensley & Company · Arizona · Wholesale Trade

What the 2023 filing shows

Hensley & Company Profit Sharing Plan and Trust holds $78M for 1,221 participants — about $64,178 per participant, up 29.5% over the 2023 plan year.

$78M
total plan assets (2023 EOY)
1,221
covered participants
$64,178
avg assets per participant
+29.5%
assets growth YoY
Total Assets (2023)
$78M
Participants
1,221
State
Industry
Wholesale Trade

What the Filing Says About Hensley & Company Profit Sharing Plan and Trust

Hensley & Company Profit Sharing Plan and Trust is a 401(k) retirement plan sponsored by Hensley & Company, headquartered in Arizona. As of the 2023 Form 5500 filing, the plan reports $78M in total end-of-year assets and covers 1,221 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 860255475, and the plan has been effective since 1966-12-27. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $60M at the beginning of 2023 to $78M at year-end — a gain of 29.5%. Net assets (after liabilities) closed the year at $78M, with reported net income of $17M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$60M
Total Assets (End of Year)$78M
Net Assets (End of Year)$78M
Net Income$17M
Plan Type401(k)
Employer EIN860255475
Plan Effective Date1966-12-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Hensley & Company)

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

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Frequently Asked Questions

How much money is in the Hensley & Company Profit Sharing Plan and Trust?
As of the 2023 Form 5500 filing, Hensley & Company Profit Sharing Plan and Trust holds $78M in total assets with 1,221 participants. It is sponsored by Hensley & Company.
What type of plan is Hensley & Company Profit Sharing Plan and Trust?
Hensley & Company Profit Sharing Plan and Trust is a 401(k) plan. It has been effective since 1966-12-27. The plan is filed with the U.S. Department of Labor under EIN 860255475.
Who sponsors the Hensley & Company Profit Sharing Plan and Trust?
Hensley & Company Profit Sharing Plan and Trust is sponsored by Hensley & Company, located in Arizona. The sponsor's EIN is 860255475 and the plan operates in the Wholesale Trade industry.
How did Hensley & Company Profit Sharing Plan and Trust perform in 2023?
Hensley & Company Profit Sharing Plan and Trust grew by 29.5% during 2023, moving from $60M to $78M in total assets. Net income was $17M.
Where can I find official filings for Hensley & Company Profit Sharing Plan and Trust?
Official Form 5500 filings for Hensley & Company Profit Sharing Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860255475 or plan name at efast.dol.gov.
How does Hensley & Company Profit Sharing Plan and Trust compare to other plans?
You can compare Hensley & Company Profit Sharing Plan and Trust against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 860255475.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.