401(k) · DOL Form 5500 · 2023
Hunt Valley Holdings LLC 401(k) Plan
Data updated 2026-08-25
- $112M
- Total assets Near avg plan size
- 7,282
- Participants Very large workforce
- 92nd
- Percentile by assets National rank
- $15,315
- Avg per participant Low balance/head
Official DOL plan name: Fundamental Retirement Savings Plan · Sponsored by Hunt Valley Holdings LLC · Maryland · Healthcare & Social Assistance
$112M in assets, 7,282 participants
Hunt Valley Holdings LLC's Fundamental Retirement Savings Plan reported $112M in total assets and 7,282 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,445 in Healthcare & Social Assistance (17,684 peers)
Coverage in Maryland
Fundamental Retirement Savings Plan covers 7,282 participants in Maryland, 7.8x the typical Maryland plan (state average ~929 per filing). Assets: $112M.
- #16,445
- in Healthcare & Social Assistance (17,684 peers)
- +13.1%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Fundamental Retirement Savings Plan's outsized position by total assets
Fundamental Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$111,521,097 Top 8% higher than 92% 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
Fundamental Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fundamental Retirement Savings Plan lands in the large band (7,282 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fundamental Retirement Savings Plan reported net income rose from -$16M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Fundamental Retirement Savings Plan end-of-year assets rose from $99M in the plan year 2022 filing to $112M in the plan year 2023 filing.
- Fundamental Retirement Savings Plan reported participants fell from 7,564 in the plan year 2022 filing to 7,282 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 204005037 · Hunt Valley Holdings LLC PY 2023 · 401(k)
Fundamental Retirement Savings Plan · $112M · 7,282 · 92nd
- 5500 $112M
- 5500 7,282
- 5500 92nd
- 5500 401(k)
- 5500 near The Dayton Power and Light Company Savings Plan for Collective Bargaining Employees
- 5500 ind #16445
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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →
Fundamental Retirement Savings Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $112M |
| Net Income | $13M |
| Employer EIN | 204005037 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hunt Valley Holdings LLC)
Sponsor-wide plan assets over time
All Hunt Valley Holdings LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $122M 24.215774571796977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,564 | $99M |
| 2023 | 1 | 7,282 | $112M |
| 2024 | 1 | 8,194 | $122M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Scale composition for Fundamental Retirement Savings Plan
Fundamental Retirement Savings Plan reports $112M in end-of-year assets across 7,282 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $15,315 per participant (11% of the national average assets-per-participant) . Net income for plan year 2023 was $13M.
This plan identity (EIN 204005037, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $99M to $122M (+24.2%) while covered participants moved from 7,564 to 8,194 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,564 | $99M | Open filing |
| 2023 | 7,282 | $112M | This page |
| 2024 · index core | 8,194 | $122M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Fundamental Retirement Savings Plan (401(k), $122M, 8,194 participants)
Fundamental Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is The Dayton Power and Light Company Savings Plan for Collective Bargaining Employees in OH ($112M); by covered participants it is Vacasa 401(k) Plan in OR (7,281 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($112M here).
Similar participant headcount
Nearest other-state filings by covered participants (7,282 participants); asset peers above are excluded.
- Vacasa 401(k) Plan (OR) 7,281 · 1 off
- Ashford Hospitality Services 401(k) Savings Plan (TX) 7,288 · 6 off
- Tech Mahindra Americas 401(k) Plan (TX) 7,288 · 6 off
- Western Dental Services, Inc. 401(k) Plan (CA) 7,273 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.