401(k) · DOL Form 5500 · 2023
Hargrove and Associates, Inc. 401(k) Plan
Data updated 2026-08-11
- $204M
- Total assets
- 2,151
- Participants
- 95th
- Percentile by assets
- $94,747
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $204M
- total plan assets (2023 EOY)
- 2,151
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $94,747
- avg assets per participant
Where Hargrove 401(k) Plan and Trust sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. Hargrove 401(k) Plan and Trust reports 2,151 participants - 6.0x that state average ($204M EOY assets).
Alabama filing particulars
| Total Assets (Beginning of Year) | $151M |
|---|---|
| Net Assets (End of Year) | $204M |
| Net Income | $53M |
| Employer EIN | 721352530 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hargrove and Associates, Inc.)
| 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
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Hargrove 401(k) Plan and Trust by total assets, not by location.
- Columbia Distributing 401(k) Retirement Plan (OR) $204M · 1,766
- Porsche Employee Savings Plan and Trust (GA) $204M · 889
- Safety National Casualty Corporation Savings & Profit Sharing Plan (MO) $204M · 680
- Amkor Technology, Inc. 401(k) Plan (AZ) $204M · 383
Frequently Asked Questions
How did Hargrove 401(k) Plan and Trust assets move in 2023? ▼
How have Hargrove and Associates, Inc. plan assets changed over time? ▼
Where does Hargrove 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Hargrove 401(k) Plan and Trust? ▼
Next read for Hargrove 401(k) Plan and Trust
Filing takeaways
Ways to act on Hargrove 401(k) Plan and Trust's numbers.
- By total assets, Hargrove 401(k) Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Alabama. Compare plans
- Hargrove and Associates, Inc.'s sponsor-wide assets have grown 15.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans