401(k) · DOL Form 5500 · 2023

Hernandez and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$147K
Total assets Small plan by assets
3
Participants Small participant base
9th
Percentile by assets National rank
$49,062
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hernandez and Associates Retirement Plan · Sponsored by Hernandez and Associates, Inc. · Virginia · Finance & Insurance

$147K in assets, 3 participants

Hernandez and Associates, Inc.'s Hernandez and Associates Retirement Plan reported $147K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #451 in Finance & Insurance (8,869 peers)

Hernandez and Associates, Inc. multi-year trail

Hernandez and Associates, Inc.'s plans moved -53.6% in assets from 2022 to 2024; this filing shows Hernandez and Associates Retirement Plan at $147K / 3 participants.

#451
in Finance & Insurance (8,869 peers)
-67.8%
assets change YoY

The plan reported a net loss of $310K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hernandez and Associates Retirement Plan among the smaller filed plans by assets

Hernandez and Associates Retirement Plan vs every filed plan by assets

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

$147,187 9th percentile higher than 9% 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

Hernandez and Associates Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hernandez and Associates Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hernandez and Associates Retirement Plan reported net income fell from -$17K in the plan year 2022 filing to -$310K in the plan year 2023 filing.
  • Hernandez and Associates Retirement Plan end-of-year assets fell from $457K in the plan year 2022 filing to $147K in the plan year 2023 filing.
  • Hernandez and Associates Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 464753470 · Hernandez and Associates, Inc. PY 2023 · 401(k)

Hernandez and Associates Retirement Plan · $147K · 3 · 9th

  • TYPE $147K
  • TYPE 3
  • TYPE 9th
  • TYPE 401(k)
  • TYPE near Onpoint Delivery LLC 401(k) Plan
  • TYPE ind #451

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 Finance & Insurance retirement plans → · Plans in Virginia →

Hernandez and Associates Retirement Plan in the asset neighbourhood

Hernandez and Associates Retirement PlanHernandez and Associates Ret…$147KOnpoint Delivery LLC 401(k) PlanOnpoint Delivery LLC 401(k) …$147KSlutty Vegan Atl 401(k) Plan$147KBana Homecare Inc. 401(k) PlanBana Homecare Inc. 401(k) Pl…$147KMattingley Enterprises Corp. 401(k) Profit Sharing PlanMattingley Enterprises Corp.…$147K
End-of-year total assets ($M) among Hernandez and Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hernandez and Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hernandez and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$212K 53.55120378491763% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.46M $0.21M ▼ -54.3%
Year Plans Participants Total Assets
2022 1 2 $457K
2023 1 3 $147K
2024 1 2 $212K

Hernandez and Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$457K
Net Assets (End of Year)$147K
Net Income-$310K
Employer EIN464753470
Plan Effective Date2014-02-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Hernandez and Associates Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Hernandez and Associates Retirement Plan, Total assets ($B): 0.000147187 · Participants: 3Hernandez and Associates Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Hernandez and Associates Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Hernandez and Associates Retirement Plan side-by-side with 3 peers →

Hernandez and Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Onpoint Delivery LLC 401(k) Plan in TX ($147K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($147K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Hernandez and Associates Retirement Plan assets move in 2023? ▼
Hernandez and Associates Retirement Plan contracted severely - down 67.8% during 2023, from $457K to $147K. Reported net income was -$310K.
How have Hernandez and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hernandez and Associates, Inc.'s sponsor-wide assets declined 53.6%, from $457K to $212K.
Where does Hernandez and Associates Retirement Plan rank by assets among Form 5500 filers? ▼
Hernandez and Associates Retirement Plan ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Hernandez and Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Onpoint Delivery LLC 401(k) Plan in TX ($147K, 70 participants).
Which 401(k) plans cover a similar participant headcount to Hernandez and Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 464753470.

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.