401(k) · DOL Form 5500 · 2023
Hats-N-Homes, Inc. 401(k) Plan
Data updated 2026-08-25
- $681K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $170,280
- Avg per participant Above avg balance/head
Official DOL plan name: Hats-N-Homes, Inc. 401(k) Plan · Sponsored by Hats-N-Homes, Inc. · Oregon · Professional & Technical Services
$681K in assets, 4 participants
Hats-N-Homes, Inc.'s Hats-N-Homes, Inc. 401(k) Plan reported $681K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #3,142 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Hats-N-Homes, Inc. 401(k) Plan holds $681K for 4 participants - about $170,280 per participant, among the smaller plans by assets on file.
- #3,142
- in Professional & Technical Services (20,321 peers)
- -1.6%
- assets change YoY
The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hats-N-Homes, Inc. 401(k) Plan among the smaller filed plans by assets
Hats-N-Homes, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$681,121 20th percentile higher than 20% 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
Hats-N-Homes, Inc. 401(k) 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. Hats-N-Homes, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hats-N-Homes, Inc. 401(k) Plan reported net income rose from -$24K in the plan year 2022 filing to -$11K in the plan year 2023 filing.
- Hats-N-Homes, Inc. 401(k) Plan end-of-year assets fell from $692K in the plan year 2022 filing to $681K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 822163760 · Hats-N-Homes, Inc. PY 2023 · 401(k)
Hats-N-Homes, Inc. 401(k) Plan · $681K · 4 · 20th
- TYPE $681K
- TYPE 4
- TYPE 20th
- TYPE 401(k)
- TYPE near Jzm Retirement Plan
- TYPE ind #3142
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 Oregon →
Hats-N-Homes, Inc. 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $692K |
|---|---|
| Net Assets (End of Year) | $681K |
| Net Income | -$11K |
| Employer EIN | 822163760 |
| Plan Effective Date | 2017-06-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hats-N-Homes, Inc.)
Sponsor-wide plan assets over time
All Hats-N-Homes, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $662K 4.4551795849399936% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $692K |
| 2023 | 1 | 4 | $681K |
| 2024 | 1 | 4 | $662K |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Hats-N-Homes, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Jzm Retirement Plan in CO ($681K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($681K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.