401(k) · DOL Form 5500 · 2023

Hupp Family Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$390K
Total assets Small plan by assets
4
Participants Small participant base
16th
Percentile by assets National rank
$97,494
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hupp Family Financial Retirement Plan · Sponsored by Hupp Family Financial, Inc. · Illinois · Finance & Insurance

$390K in assets, 4 participants

Hupp Family Financial, Inc.'s Hupp Family Financial Retirement Plan reported $390K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

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

Hupp Family Financial, Inc. multi-year trail

Hupp Family Financial, Inc.'s plans moved +50.3% in assets from 2022 to 2024; this filing shows Hupp Family Financial Retirement Plan at $390K / 4 participants.

#826
in Finance & Insurance (8,869 peers)
+16.1%
assets growth YoY

Hupp Family Financial Retirement Plan among the smaller filed plans by assets

Hupp Family Financial Retirement Plan vs every filed plan by assets

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

$389,977 16th percentile higher than 16% 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

Hupp Family Financial 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. Hupp Family Financial Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hupp Family Financial Retirement Plan reported net income rose from $13K in the plan year 2022 filing to $54K in the plan year 2023 filing.
  • Hupp Family Financial Retirement Plan end-of-year assets rose from $336K in the plan year 2022 filing to $390K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 471680089 · Hupp Family Financial, Inc. PY 2023 · 401(k)

Hupp Family Financial Retirement Plan · $390K · 4 · 16th

  • BOY $390K
  • BOY 4
  • BOY 16th
  • BOY 401(k)
  • BOY near Chuck Byrd Enterprises Inc 401(k) Plan
  • BOY ind #826

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 Illinois →

Hupp Family Financial Retirement Plan in the asset neighbourhood

Hupp Family Financial Retirement PlanHupp Family Financial Retire…$390KChuck Byrd Enterprises Inc 401(k) PlanChuck Byrd Enterprises Inc 4…$390KSc Ventures Retirement Plan$390KRiley Company 401(k) Plan$390KWright's Tech Supply Inc 401(k) PlanWright's Tech Supply Inc 401…$390K
End-of-year total assets ($M) among Hupp Family Financial Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hupp Family Financial, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hupp Family Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$505K 50.29946180224805% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M$0.5M$0.55M 202220232024 $0.34M $0.5M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 4 $336K
2023 1 4 $390K
2024 1 4 $505K

Hupp Family Financial, Inc. filing trail (2023)

Total Assets (Beginning of Year)$336K
Net Assets (End of Year)$390K
Net Income$54K
Employer EIN471680089
Plan Effective Date2014-08-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Hupp Family Financial Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Hupp Family Financial Retirement Plan, Total assets ($B): 0.000389977 · Participants: 4Hupp Family Financial Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Hupp Family Financial Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Hupp Family Financial Retirement Plan side-by-side with 3 peers →

Hupp Family Financial Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Chuck Byrd Enterprises Inc 401(k) Plan in AL ($390K); 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 ($390K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Hupp Family Financial Retirement Plan assets move in 2023? ▼
Hupp Family Financial Retirement Plan grew sharply - up 16.1% during 2023, from $336K to $390K. Reported net income was $54K.
How have Hupp Family Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hupp Family Financial, Inc.'s sponsor-wide assets grew 50.3%, from $336K to $505K.
Where does Hupp Family Financial Retirement Plan rank by assets among Form 5500 filers? ▼
Hupp Family Financial Retirement Plan ranks in the 16th 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 Hupp Family Financial Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chuck Byrd Enterprises Inc 401(k) Plan in AL ($390K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Hupp Family Financial Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 471680089.

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.