401(k) · DOL Form 5500 · 2023

Hoffman/Lewis Dba H&l Partners 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
169
Participants Small participant base
71st
Percentile by assets National rank
$106,343
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: H&l Partners 401(k) Profit Sharing · Sponsored by Hoffman/Lewis Dba H&l Partners · California · Professional & Technical Services

$18M in assets, 169 participants

Hoffman/Lewis Dba H&l Partners's H&l Partners 401(k) Profit Sharing reported $18M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,263 in Professional & Technical Services (20,321 peers)

Coverage in California

H&l Partners 401(k) Profit Sharing covers 169 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $18M.

#14,263
in Professional & Technical Services (20,321 peers)
+28.7%
assets growth YoY

H&l Partners 401(k) Profit Sharing's outsized position by total assets

H&l Partners 401(k) Profit Sharing vs every filed plan by assets

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

$17,971,973 Top 29% higher than 71% 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

H&l Partners 401(k) Profit Sharing among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H&l Partners 401(k) Profit Sharing sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H&l Partners 401(k) Profit Sharing reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • H&l Partners 401(k) Profit Sharing end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • H&l Partners 401(k) Profit Sharing reported participants rose from 161 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942979171 · Hoffman/Lewis Dba H&l Partners PY 2023 · 401(k)

H&l Partners 401(k) Profit Sharing · $18M · 169 · 71st

  • BOY $18M
  • BOY 169
  • BOY 71st
  • BOY 401(k)
  • BOY near Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan
  • BOY ind #14263

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 →

H&l Partners 401(k) Profit Sharing in the asset neighbourhood

H&l Partners 401(k) Profit SharingH&l Partners 401(k) Profit S…$18MKay & Associates, Inc. Profit Sharing & Retirement Savings PlanKay & Associates, Inc. Profi…$18MFillauer Companies 401(k) Savings PlanFillauer Companies 401(k) Sa…$18MAlliance Sales & Marketing 401(k) PlanAlliance Sales & Marketing 4…$18MThe Franklin Institute Retirement Savings PlnThe Franklin Institute Retir…$18M
End-of-year total assets ($M) among H&l Partners 401(k) Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN942979171
Plan Effective Date1985-12-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Hoffman/Lewis Dba H&l Partners)

Sponsor-wide plan assets over time

All Hoffman/Lewis Dba H&l Partners plans reported in each filing year

Latest sponsor-wide plan assets
$22M 58.54483869796222% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14M $22.1M ▲ +58.5%
Year Plans Participants Total Assets
2022 1 161 $14M
2023 1 169 $18M
2024 1 168 $22M

Nearby 401(k) Plans in California

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

H&l Partners 401(k) Profit Sharing vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants H&l Partners 401(k) Profit Sharing, Total assets ($B): 0.017971973 · Participants: 169H&l Partners 401(k) Profit SharingWells 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
H&l Partners 401(k) Profit Sharing vs. nearby 401(k) plans in California, assets vs. participants
Compare H&l Partners 401(k) Profit Sharing side-by-side with 3 peers →

H&l Partners 401(k) Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan in IL ($18M); by covered participants it is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 H&l Partners 401(k) Profit Sharing assets move in 2023? ▼
H&l Partners 401(k) Profit Sharing grew sharply - up 28.7% during 2023, from $14M to $18M. Reported net income was $4M.
How have Hoffman/Lewis Dba H&l Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hoffman/Lewis Dba H&l Partners's sponsor-wide assets grew 58.5%, from $14M to $22M.
Which 401(k) plans are similar in size to H&l Partners 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan in IL ($18M, 1,025 participants).
Which 401(k) plans cover a similar participant headcount to H&l Partners 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 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 942979171.

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.