401(k) · DOL Form 5500 · 2023
Hui Huliau 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 188
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $33,056
- Avg per participant Low balance/head
Official DOL plan name: Hui Huliau 401(k) Profit Sharing Plan & Trust · Sponsored by Hui Huliau · Florida · Other Services
$6M in assets, 188 participants
Hui Huliau's Hui Huliau 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #5,421 in Other Services (7,857 peers)
Coverage in Florida
Hui Huliau 401(k) Profit Sharing Plan & Trust covers 188 participants in Florida, about 30% of the average Florida filer (state average ~628 per filing). Assets: $6M.
- #5,421
- in Other Services (7,857 peers)
- +21.2%
- assets growth YoY
Hui Huliau 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers
Hui Huliau 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,214,453 49th percentile higher than 49% 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
Hui Huliau 401(k) Profit Sharing Plan & Trust 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. Hui Huliau 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (188 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hui Huliau 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Hui Huliau 401(k) Profit Sharing Plan & Trust reported participants rose from 114 in the plan year 2022 filing to 188 in the plan year 2023 filing.
- Hui Huliau 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 274710855 · Hui Huliau PY 2023 · 401(k)
Hui Huliau 401(k) Profit Sharing Plan & Trust · $6M · 188 · 49th
- BOOK $6M
- BOOK 188
- BOOK 49th
- BOOK 401(k)
- BOOK near S.J. Innovations, LLC 401(k) Profit Sharing Plan
- BOOK ind #5421
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 Other Services retirement plans → · Plans in Florida →
Hui Huliau 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 274710855 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hui Huliau)
Sponsor-wide plan assets over time
All Hui Huliau plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 52.14199007235616% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 114 | $5M |
| 2023 | 1 | 188 | $6M |
| 2024 | 1 | 164 | $8M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Hui Huliau 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is S.J. Innovations, LLC 401(k) Profit Sharing Plan in OK ($6M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Advantmed 401(k) and Profit Sharing Plan (CA) 188 · 0 off
- Sesloc Federal Credit Union 401(k) Profit Sharing Plan (CA) 188 · 0 off
- Deci 401(k) Plan (NC) 188 · 0 off
- Tcg 401(k) Plan (DC) 188 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.