401(k) · DOL Form 5500 · 2023

Howard Hanna Smythe Cramer 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
870
Participants Near avg headcount
87th
Percentile by assets National rank
$65,084
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hanna Holdings Retirement Savings Plan · Sponsored by Howard Hanna Smythe Cramer · Ohio · Real Estate

$57M in assets, 870 participants

Howard Hanna Smythe Cramer's Hanna Holdings Retirement Savings Plan reported $57M in total assets and 870 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,498 in Real Estate (4,727 peers)

Where Hanna Holdings Retirement Savings Plan sits by assets

Hanna Holdings Retirement Savings Plan sits in the top quartile of all filed plans by assets, $57M for 870 participants (~$65,084/participant), up 10.4% in 2023.

#4,498
in Real Estate (4,727 peers)
+10.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Hanna Holdings Retirement Savings Plan's outsized position by total assets

Hanna Holdings Retirement Savings Plan vs every filed plan by assets

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

$56,623,403 Top 13% higher than 87% 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

Hanna Holdings Retirement Savings 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. Hanna Holdings Retirement Savings Plan sits mid-pack in the medium band (870 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hanna Holdings Retirement Savings Plan reported net income rose from -$11M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Hanna Holdings Retirement Savings Plan reported participants rose from 659 in the plan year 2022 filing to 870 in the plan year 2023 filing.
  • Hanna Holdings Retirement Savings Plan end-of-year assets rose from $51M in the plan year 2022 filing to $57M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 340538620 · Howard Hanna Smythe Cramer PY 2023 · 401(k)

Hanna Holdings Retirement Savings Plan · $57M · 870 · 87th

  • IND $57M
  • IND 870
  • IND 87th
  • IND 401(k)
  • IND near Ncmic Group, Inc. Retirement Savings Plan
  • IND ind #4498

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 Real Estate retirement plans → · Plans in Ohio →

Hanna Holdings Retirement Savings Plan in the asset neighbourhood

Starnes Davis Florie LLP 401(k) Profit Sharing PlanStarnes Davis Florie LLP 401…$57MHubbell Roth & Clark, Inc. 401(k) PlanHubbell Roth & Clark, Inc. 4…$57MHanna Holdings Retirement Savings PlanHanna Holdings Retirement Sa…$57MNcmic Group, Inc. Retirement Savings PlanNcmic Group, Inc. Retirement…$57MNlight, Inc. 401(k) Plan$57M
End-of-year total assets ($M) among Hanna Holdings Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$57M
Net Income$5M
Employer EIN340538620
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Howard Hanna Smythe Cramer)

Sponsor-wide plan assets over time

All Howard Hanna Smythe Cramer plans reported in each filing year

Latest sponsor-wide plan assets
$63M 22.993608465294997% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $51.3M $63.1M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 659 $51M
2023 1 870 $57M
2024 1 905 $63M

Nearby 401(k) Plans in Ohio

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

Hanna Holdings Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Hanna Holdings Retirement Savings Plan, Total assets ($B): 0.056623403 · Participants: 870Hanna Holdings Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Hanna Holdings Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Hanna Holdings Retirement Savings Plan side-by-side with 3 peers →

Hanna Holdings Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ncmic Group, Inc. Retirement Savings Plan in IA ($57M); by covered participants it is Intermed, P.a. 401(k) & Profit Sharing Plan in ME (870 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (870 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 Hanna Holdings Retirement Savings Plan assets move in 2023? ▼
Hanna Holdings Retirement Savings Plan grew at a solid clip - up 10.4% during 2023, from $51M to $57M. Reported net income was $5M.
How have Howard Hanna Smythe Cramer plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Howard Hanna Smythe Cramer's sponsor-wide assets grew 23.0%, from $51M to $63M.
Where does Hanna Holdings Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Hanna Holdings Retirement Savings Plan ranks in the 87th 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 Hanna Holdings Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ncmic Group, Inc. Retirement Savings Plan in IA ($57M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Hanna Holdings Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intermed, P.a. 401(k) & Profit Sharing Plan in ME (870 participants, $146M 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 340538620.

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.