401(k) · DOL Form 5500 · 2023

Hospitality Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
276
Participants Below avg headcount
60th
Percentile by assets National rank
$37,772
Avg per participant Low balance/head
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Official DOL plan name: Hospitality Ventures 401(k) Plan · Sponsored by Hospitality Ventures, LLC · North Carolina · Food Services & Accommodation

$10M in assets, 276 participants

Hospitality Ventures, LLC's Hospitality Ventures 401(k) Plan reported $10M in total assets and 276 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,314 in Food Services & Accommodation (3,828 peers)

Coverage in North Carolina

Hospitality Ventures 401(k) Plan covers 276 participants in North Carolina, about 34% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#3,314
in Food Services & Accommodation (3,828 peers)
+23.3%
assets growth YoY

Hospitality Ventures 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Hospitality Ventures 401(k) Plan vs every filed plan by assets

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

$10,425,005 Top 40% higher than 60% 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

Hospitality Ventures 401(k) 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. Hospitality Ventures 401(k) Plan sits mid-pack in the medium band (276 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hospitality Ventures 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hospitality Ventures 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Hospitality Ventures 401(k) Plan reported participants fell from 348 in the plan year 2022 filing to 276 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 201103957 · Hospitality Ventures, LLC PY 2023 · 401(k)

Hospitality Ventures 401(k) Plan · $10M · 276 · 60th

  • PART $10M
  • TYPE 276
  • NET 60th
  • BOOK 401(k)
  • VS-ST near M Robert Ching Md Inc 401(k) Profit Sharing Plan
  • BOY ind #3314

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Hospitality Ventures 401(k) Plan in the asset neighbourhood

Hospitality Ventures 401(k) PlanHospitality Ventures 401(k) …$10MVisioneering, Inc. 401(k) Profit Sharing Plan & TrustVisioneering, Inc. 401(k) Pr…$10MTwincraft, Inc. 401(k) Retirement PlanTwincraft, Inc. 401(k) Retir…$10MM Robert Ching Md Inc 401(k) Profit Sharing PlanM Robert Ching Md Inc 401(k)…$10MSezzle 401(k) Plan$10M
End-of-year total assets ($M) among Hospitality Ventures 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN201103957
Plan Effective Date2004-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hospitality Ventures, LLC)

Sponsor-wide plan assets over time

All Hospitality Ventures, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 42.058873339912026% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.46M $12M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 348 $8M
2023 1 276 $10M
2024 1 275 $12M

Nearby 401(k) Plans in North Carolina

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

Hospitality Ventures 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Hospitality Ventures 401(k) Plan, Total assets ($B): 0.010425005 · Participants: 276Hospitality Ventures 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Hospitality Ventures 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Hospitality Ventures 401(k) Plan side-by-side with 3 peers →

Hospitality Ventures 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is M Robert Ching Md Inc 401(k) Profit Sharing Plan in CA ($10M); by covered participants it is Deciphera 401(k) Plan in MA (276 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (276 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 Hospitality Ventures 401(k) Plan assets move in 2023? ▼
Hospitality Ventures 401(k) Plan grew sharply - up 23.3% during 2023, from $8M to $10M. Reported net income was $2M.
How have Hospitality Ventures, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hospitality Ventures, LLC's sponsor-wide assets grew 42.1%, from $8M to $12M.
Which 401(k) plans are similar in size to Hospitality Ventures 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is M Robert Ching Md Inc 401(k) Profit Sharing Plan in CA ($10M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Hospitality Ventures 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Deciphera 401(k) Plan in MA (276 participants, $45M 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 201103957.

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.