401(k) · DOL Form 5500 · 2023

Hri Properties, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size: 1,094
Participants Near avg headcount: 82nd
Percentile by assets National rank: $34,650
Avg per participant Low balance/head

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Official DOL plan name: Hri 401(k) Plan · Sponsored by Hri Properties, LLC · Louisiana · Real Estate

$38M in assets, 1,094 participants

Hri Properties, LLC's Hri 401(k) Plan reported $38M in total assets and 1,094 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

#4,380 in Real Estate (4,727 peers)

Coverage in Louisiana

Hri 401(k) Plan covers 1,094 participants in Louisiana, 2.2x the typical Louisiana plan (state average ~495 per filing). Assets: $38M.

#4,380
in Real Estate (4,727 peers): +27.6%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Hri 401(k) Plan's outsized position by total assets

Hri 401(k) Plan vs every filed plan by assets

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

$37,907,335 Top 18% higher than 82% 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

Hri 401(k) Plan'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. Hri 401(k) Plan lands in the large band (1,094 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Hri 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Hri 401(k) Plan reported participants rose from 703 in the plan year 2022 filing to 1,094 in the plan year 2023 filing.
Hri 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $38M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364771557 · Hri Properties, LLC PY 2023 · 401(k)

Hri 401(k) Plan · $38M · 1,094 · 82nd

EIN $38M
EIN 1,094
EIN 82nd
EIN 401(k)
EIN near Choreo Retirement Plan
EIN ind #4380

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 Louisiana →

End-of-year total assets ($M) among Hri 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)	$30M
Net Assets (End of Year)	$38M
Net Income	$8M
Employer EIN	364771557
Plan Effective Date	1993-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Hri Properties, LLC)

Latest sponsor-wide plan assets: $38M 27.595437814225015% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	703	$30M
2023	1	1,094	$38M

Nearby 401(k) Plans in Louisiana

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

Hri 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

Lumen 401(k) Savings Plan $7.1B · 24,522
Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
Amedisys Holding, LLC 401(k) Plan $849M · 20,100

Compare Hri 401(k) Plan side-by-side with 3 peers →

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

Outside Louisiana, the nearest 401(k) by assets is Choreo Retirement Plan in IL ($38M); by covered participants it is Union Bank & Trust Company Profit Sharing Plan in NE (1,094 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Choreo Retirement Plan (IL) $38M · 143
Lynch 401(k) Retirement Plan (RI) $38M · 88
S Tec Group, Inc. 401(k) Employee Stock Ownership Plan (IN) $38M · 130
Avian 401(k) Profit Sharing Plan (MD) $38M · 318

Similar participant headcount

Nearest other-state filings by covered participants (1,094 participants); asset peers above are excluded.

Union Bank & Trust Company Profit Sharing Plan (NE) 1,094 · 0 off
The Taylor Group, Inc. 401(k) Plan (MS) 1,094 · 0 off
North American Companies 401(k) Retirement Plan (ND) 1,094 · 0 off
Health Advocate Employee 401(k) Plan (PA) 1,094 · 0 off

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 Hri 401(k) Plan assets move in 2023? ▼

Hri 401(k) Plan grew sharply - up 27.6% during 2023, from $30M to $38M. Reported net income was $8M.

How have Hri Properties, LLC plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Hri Properties, LLC's sponsor-wide assets grew 27.6%, from $30M to $38M.

Where does Hri 401(k) Plan rank by assets among Form 5500 filers? ▼

Hri 401(k) Plan ranks in the 82nd 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 Hri 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Choreo Retirement Plan in IL ($38M, 143 participants).

Which 401(k) plans cover a similar participant headcount to Hri 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Union Bank & Trust Company Profit Sharing Plan in NE (1,094 participants, $234M 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 364771557.