401(k) · DOL Form 5500 · 2023

Hooper, Lundy & Bookman, P.C. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
94
Participants Small participant base
85th
Percentile by assets National rank
$515,526
Avg per participant High balance/head
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Official DOL plan name: Hooper, Lundy & Bookman, Inc. 401(k) Plan · Sponsored by Hooper, Lundy & Bookman, P.C. · California · Professional & Technical Services

$48M in assets, 94 participants

Hooper, Lundy & Bookman, P.C.'s Hooper, Lundy & Bookman, Inc. 401(k) Plan reported $48M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,535 in Professional & Technical Services (20,321 peers)

Where Hooper, Lundy & Bookman, Inc. 401(k) Plan sits by assets

Hooper, Lundy & Bookman, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $48M for 94 participants (~$515,526/participant), up 20.0% in 2023.

#17,535
in Professional & Technical Services (20,321 peers)
+20.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Hooper, Lundy & Bookman, Inc. 401(k) Plan's outsized position by total assets

Hooper, Lundy & Bookman, Inc. 401(k) Plan vs every filed plan by assets

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

$48,459,443 Top 15% higher than 85% 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

Hooper, Lundy & Bookman, Inc. 401(k) 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. Hooper, Lundy & Bookman, Inc. 401(k) Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hooper, Lundy & Bookman, Inc. 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Hooper, Lundy & Bookman, Inc. 401(k) Plan end-of-year assets rose from $40M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Hooper, Lundy & Bookman, Inc. 401(k) Plan reported participants fell from 98 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954109805 · Hooper, Lundy & Bookman, P.C. PY 2023 · 401(k)

Hooper, Lundy & Bookman, Inc. 401(k) Plan · $48M · 94 · 85th

  • TYPE $48M
  • NET 94
  • BOOK 85th
  • VS-ST 401(k)
  • BOY near Fortec Medical, Inc. 401(k) Profit Sharing
  • SCH ind #17535

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 California →

Hooper, Lundy & Bookman, Inc. 401(k) Plan in the asset neighbourhood

Delta Dental of Rhode Island 401(k) Profit Sharing PlanDelta Dental of Rhode Island…$48MHooper, Lundy & Bookman, Inc. 401(k) PlanHooper, Lundy & Bookman, Inc…$48MFortec Medical, Inc. 401(k) Profit SharingFortec Medical, Inc. 401(k) …$48MAbc of Delaware 401(k) Plan$48MHouston Astros, LLC 401(k) Savings Plan and TrustHouston Astros, LLC 401(k) S…$48M
End-of-year total assets ($M) among Hooper, Lundy & Bookman, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$48M
Net Income$8M
Employer EIN954109805
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hooper, Lundy & Bookman, P.C.)

Sponsor-wide plan assets over time

All Hooper, Lundy & Bookman, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 36.192107611239244% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.4M $55M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 98 $40M
2023 1 94 $48M
2024 1 98 $55M

Nearby 401(k) Plans in California

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

Hooper, Lundy & Bookman, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hooper, Lundy & Bookman, Inc. 401(k) Plan, Total assets ($B): 0.048459443 · Participants: 94Hooper, Lundy & Bookman, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Hooper, Lundy & Bookman, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hooper, Lundy & Bookman, Inc. 401(k) Plan side-by-side with 3 peers →

Hooper, Lundy & Bookman, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fortec Medical, Inc. 401(k) Profit Sharing in OH ($48M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Hooper, Lundy & Bookman, Inc. 401(k) Plan assets move in 2023? ▼
Hooper, Lundy & Bookman, Inc. 401(k) Plan grew sharply - up 20.0% during 2023, from $40M to $48M. Reported net income was $8M.
How have Hooper, Lundy & Bookman, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hooper, Lundy & Bookman, P.C.'s sponsor-wide assets grew 36.2%, from $40M to $55M.
Where does Hooper, Lundy & Bookman, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Hooper, Lundy & Bookman, Inc. 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hooper, Lundy & Bookman, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fortec Medical, Inc. 401(k) Profit Sharing in OH ($48M, 567 participants).
Which 401(k) plans cover a similar participant headcount to Hooper, Lundy & Bookman, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M 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 954109805.

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.