401(k) · DOL Form 5500 · 2023

Hoffman Short Rubin Dewinter Sanderson Aac 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
30th
Percentile by assets National rank
$124,236
Avg per participant Near avg balance/head
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Official DOL plan name: Hsrds 401(k) Profit Sharing Plan · Sponsored by Hoffman Short Rubin Dewinter Sanderson Aac · California · Professional & Technical Services

$2M in assets, 15 participants

Hoffman Short Rubin Dewinter Sanderson Aac's Hsrds 401(k) Profit Sharing Plan reported $2M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,165 in Professional & Technical Services (20,321 peers)

Hoffman Short Rubin Dewinter Sanderson Aac multi-year trail

Hoffman Short Rubin Dewinter Sanderson Aac's plans moved +24.9% in assets from 2023 to 2024; this filing shows Hsrds 401(k) Profit Sharing Plan at $2M / 15 participants.

#5,165
in Professional & Technical Services (20,321 peers)
-21.6%
assets change YoY

The plan reported a net loss of $514K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hsrds 401(k) Profit Sharing Plan among the smaller filed plans by assets

Hsrds 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,863,539 30th percentile higher than 30% 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

Hsrds 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hsrds 401(k) Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 813709413 · Hoffman Short Rubin Dewinter Sanderson Aac PY 2023 · 401(k)

Hsrds 401(k) Profit Sharing Plan · $2M · 15 · 30th

  • IND $2M
  • EOY 15
  • 5500 30th
  • ASSETS 401(k)
  • PCT near Peoples Food Co-Op, Inc. 401(k) Plan
  • EIN ind #5165

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 California →

Hsrds 401(k) Profit Sharing Plan in the asset neighbourhood

Hsrds 401(k) Profit Sharing PlanHsrds 401(k) Profit Sharing …$2MPeoples Food Co-Op, Inc. 401(k) PlanPeoples Food Co-Op, Inc. 401…$2MSurefire Local 401(k) Plan$2MChief Executive Group 401(k) Profit Sharing Plan and TrustChief Executive Group 401(k)…$2MGillespie & Powers Refractory & Engineering, Inc. 401(k) PlanGillespie & Powers Refractor…$2M
End-of-year total assets ($M) among Hsrds 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hoffman Short Rubin Dewinter Sanderson Aac multi-year asset trail

Sponsor-wide plan assets over time

All Hoffman Short Rubin Dewinter Sanderson Aac plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.90138387229889% vs 2023
2024 filing year
$1.8M$2M$2.2M$2.4M 20232024 $1.86M $2.33M ▲ +25.3%
Year Plans Participants Total Assets
2023 1 15 $2M
2024 1 14 $2M

Hoffman Short Rubin Dewinter Sanderson Aac filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$514K
Employer EIN813709413
Plan Effective Date1999-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Hsrds 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hsrds 401(k) Profit Sharing Plan, Total assets ($B): 0.001863539 · Participants: 15Hsrds 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Hsrds 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hsrds 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hsrds 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Peoples Food Co-Op, Inc. 401(k) Plan in WI ($2M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Hsrds 401(k) Profit Sharing Plan assets move in 2023? ▼
Hsrds 401(k) Profit Sharing Plan declined sharply - down 21.6% during 2023, from $2M to $2M. Reported net income was -$514K.
How have Hoffman Short Rubin Dewinter Sanderson Aac plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Hoffman Short Rubin Dewinter Sanderson Aac's sponsor-wide assets grew 24.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Hsrds 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peoples Food Co-Op, Inc. 401(k) Plan in WI ($2M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Hsrds 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M 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 813709413.

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.