401(k) · DOL Form 5500 · 2023

Hargrove and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$204M
Total assets Near avg plan size
2,151
Participants Near avg headcount
95th
Percentile by assets National rank
$94,747
Avg per participant Below avg balance/head
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Official DOL plan name: Hargrove 401(k) Plan and Trust · Sponsored by Hargrove and Associates, Inc. · Alabama · Professional & Technical Services

$204M in assets, 2,151 participants

Hargrove and Associates, Inc.'s Hargrove 401(k) Plan and Trust reported $204M in total assets and 2,151 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,511 in Professional & Technical Services (20,321 peers)

Coverage in Alabama

Hargrove 401(k) Plan and Trust covers 2,151 participants in Alabama, 6.0x the typical Alabama plan (state average ~360 per filing). Assets: $204M.

#19,511
in Professional & Technical Services (20,321 peers)
+34.8%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Hargrove 401(k) Plan and Trust's outsized position by total assets

Hargrove 401(k) Plan and Trust vs every filed plan by assets

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

$203,799,760 Top 5% higher than 95% 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

Hargrove 401(k) Plan and Trust'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. Hargrove 401(k) Plan and Trust lands in the large band (2,151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hargrove 401(k) Plan and Trust reported net income rose from -$16M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Hargrove 401(k) Plan and Trust end-of-year assets rose from $151M in the plan year 2022 filing to $204M in the plan year 2023 filing.
  • Hargrove 401(k) Plan and Trust reported participants rose from 2,113 in the plan year 2022 filing to 2,151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 721352530 · Hargrove and Associates, Inc. PY 2023 · 401(k)

Hargrove 401(k) Plan and Trust · $204M · 2,151 · 95th

  • RANK $204M
  • RANK 2,151
  • RANK 95th
  • RANK 401(k)
  • RANK near Columbia Distributing 401(k) Retirement Plan
  • RANK ind #19511

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 Alabama →

Hargrove 401(k) Plan and Trust in the asset neighbourhood

Amkor Technology, Inc. 401(k) PlanAmkor Technology, Inc. 401(k…$204MSafety National Casualty Corporation Savings & Profit Sharing PlanSafety National Casualty Cor…$204MHargrove 401(k) Plan and TrustHargrove 401(k) Plan and Tru…$204MColumbia Distributing 401(k) Retirement PlanColumbia Distributing 401(k)…$204MPorsche Employee Savings Plan and TrustPorsche Employee Savings Pla…$204M
End-of-year total assets ($M) among Hargrove 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$151M
Net Assets (End of Year)$204M
Net Income$53M
Employer EIN721352530
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hargrove and Associates, Inc.)

Sponsor-wide plan assets over time

All Hargrove and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$251M 15.376068447605828% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $217M $251M ▲ +15.4%
Year Plans Participants Total Assets
2022 2 3,684 $217M
2023 1 2,151 $204M
2024 1 2,477 $251M

Nearby 401(k) Plans in Alabama

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

Hargrove 401(k) Plan and Trust vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 0123 Total assets ($B) Participants Hargrove 401(k) Plan and Trust, Total assets ($B): 0.20379976 · Participants: 2151Hargrove 401(k) Plan and TrustRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Hargrove 401(k) Plan and Trust vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Hargrove 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Columbia Distributing 401(k) Retirement Plan in OR ($204M); by covered participants it is Symetra Financial Retirement Savings Plan in WA (2,151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,151 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 Hargrove 401(k) Plan and Trust assets move in 2023? ▼
Hargrove 401(k) Plan and Trust surged - up 34.8% during 2023, from $151M to $204M. Reported net income was $53M.
How have Hargrove and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hargrove and Associates, Inc.'s sponsor-wide assets grew 15.4%, from $217M to $251M.
Where does Hargrove 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Hargrove 401(k) Plan and Trust ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Hargrove 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Columbia Distributing 401(k) Retirement Plan in OR ($204M, 1,766 participants).
Which 401(k) plans cover a similar participant headcount to Hargrove 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Symetra Financial Retirement Savings Plan in WA (2,151 participants, $462M 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 721352530.

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.