401(k) · DOL Form 5500 · 2023

Hx5 Sierra, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
280
Participants Below avg headcount
75th
Percentile by assets National rank
$81,628
Avg per participant Below avg balance/head
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Official DOL plan name: Hx5 Sierra, LLC 401(k) Profit Sharing Plan · Sponsored by Hx5 Sierra, LLC · Florida · Professional & Technical Services

$23M in assets, 280 participants

Hx5 Sierra, LLC's Hx5 Sierra, LLC 401(k) Profit Sharing Plan reported $23M in total assets and 280 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,263 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Hx5 Sierra, LLC 401(k) Profit Sharing Plan covers 280 participants in Florida, about 45% of the average Florida filer (state average ~628 per filing). Assets: $23M.

#15,263
in Professional & Technical Services (20,321 peers)
+8.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Hx5 Sierra, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Hx5 Sierra, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,855,799 Top 25% higher than 75% 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

Hx5 Sierra, LLC 401(k) Profit Sharing Plan 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. Hx5 Sierra, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hx5 Sierra, LLC 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hx5 Sierra, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Hx5 Sierra, LLC 401(k) Profit Sharing Plan reported participants fell from 283 in the plan year 2022 filing to 280 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 471648357 · Hx5 Sierra, LLC PY 2023 · 401(k)

Hx5 Sierra, LLC 401(k) Profit Sharing Plan · $23M · 280 · 75th

  • BOOK $23M
  • BOOK 280
  • BOOK 75th
  • BOOK 401(k)
  • BOOK near Zb Davis 401(k) Plan
  • BOOK ind #15263

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 Florida →

Hx5 Sierra, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Hx5 Sierra, LLC 401(k) Profit Sharing PlanHx5 Sierra, LLC 401(k) Profi…$23MZb Davis 401(k) Plan$23MBelmar Companies 401(k) Plan$23MShare Corporation 401(k) Retirement Savings PlanShare Corporation 401(k) Ret…$23MTeecom 401(k) Plan$23M
End-of-year total assets ($M) among Hx5 Sierra, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN471648357
Plan Effective Date2015-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hx5 Sierra, LLC)

Sponsor-wide plan assets over time

All Hx5 Sierra, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 20.888208289794036% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.2M $25.6M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 283 $21M
2023 1 280 $23M
2024 1 277 $26M

Nearby 401(k) Plans in Florida

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

Hx5 Sierra, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Hx5 Sierra, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.022855799 · Participants: 280Hx5 Sierra, LLC 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Hx5 Sierra, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Hx5 Sierra, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hx5 Sierra, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Zb Davis 401(k) Plan in SD ($23M); by covered participants it is Hfri, LLC 401(k) Plan in IL (280 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Hx5 Sierra, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Hx5 Sierra, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 8.0% during 2023, from $21M to $23M. Reported net income was $2M.
How have Hx5 Sierra, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hx5 Sierra, LLC's sponsor-wide assets grew 20.9%, from $21M to $26M.
Where does Hx5 Sierra, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hx5 Sierra, LLC 401(k) Profit Sharing Plan ranks in the 75th 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 Hx5 Sierra, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zb Davis 401(k) Plan in SD ($23M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Hx5 Sierra, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hfri, LLC 401(k) Plan in IL (280 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 471648357.

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.