401(k) · DOL Form 5500 · 2023

H.J. Russell & Company 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
1,154
Participants Near avg headcount
79th
Percentile by assets National rank
$25,171
Avg per participant Low balance/head
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Official DOL plan name: H.J. Russell & Co. Employees' Retirement & Savings Plan · Sponsored by H.J. Russell & Company · Georgia · Construction

$29M in assets, 1,154 participants

H.J. Russell & Company's H.J. Russell & Co. Employees' Retirement & Savings Plan reported $29M in total assets and 1,154 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,965 in Construction (9,030 peers)

Where H.J. Russell & Co. Employees' Retirement & Savings Plan sits by assets

H.J. Russell & Co. Employees' Retirement & Savings Plan sits in the top quartile of all filed plans by assets, $29M for 1,154 participants (~$25,171/participant), up 24.0% in 2023.

#6,965
in Construction (9,030 peers)
+24.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

H.J. Russell & Co. Employees' Retirement & Savings Plan's outsized position by total assets

H.J. Russell & Co. Employees' Retirement & Savings Plan vs every filed plan by assets

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

$29,047,059 Top 21% higher than 79% 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

H.J. Russell & Co. Employees' Retirement & Savings 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. H.J. Russell & Co. Employees' Retirement & Savings Plan lands in the large band (1,154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H.J. Russell & Co. Employees' Retirement & Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • H.J. Russell & Co. Employees' Retirement & Savings Plan reported participants rose from 846 in the plan year 2022 filing to 1,154 in the plan year 2023 filing.
  • H.J. Russell & Co. Employees' Retirement & Savings Plan end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 580829071 · H.J. Russell & Company PY 2023 · 401(k)

H.J. Russell & Co. Employees' Retirement & Savings Plan · $29M · 1,154 · 79th

  • EBSA $29M
  • EBSA 1,154
  • EBSA 79th
  • EBSA 401(k)
  • EBSA near Depaul 401(k) Retirement Plan
  • EBSA ind #6965

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 Construction retirement plans → · Plans in Georgia →

H.J. Russell & Co. Employees' Retirement & Savings Plan in the asset neighbourhood

H.J. Russell & Co. Employees' Retirement & Savings PlanH.J. Russell & Co. Employees…$29MDepaul 401(k) Retirement Plan$29MJones Sign Co., Inc. 401(k) Plan and TrustJones Sign Co., Inc. 401(k) …$29MDental Clinic of Marshfield, S.C. 401(k) Profit Sharing PlanDental Clinic of Marshfield,…$29MIroquois Industries, Inc. & Affiliates 401(k) PlanIroquois Industries, Inc. & …$29M
End-of-year total assets ($M) among H.J. Russell & Co. Employees' Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN580829071
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H.J. Russell & Company)

Sponsor-wide plan assets over time

All H.J. Russell & Company plans reported in each filing year

Latest sponsor-wide plan assets
$36M 53.81674915417618% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.4M $36M ▲ +53.8%
Year Plans Participants Total Assets
2022 1 846 $23M
2023 1 1,154 $29M
2024 1 1,535 $36M

Nearby 401(k) Plans in Georgia

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

H.J. Russell & Co. Employees' Retirement & Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants H.J. Russell & Co. Employees' Retirement & Savings Plan, Total assets ($B): 0.029047059 · Participants: 1154H.J. Russell & Co. Employees' Retirement & Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
H.J. Russell & Co. Employees' Retirement & Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare H.J. Russell & Co. Employees' Retirement & Savings Plan side-by-side with 3 peers →

H.J. Russell & Co. Employees' Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Depaul 401(k) Retirement Plan in PA ($29M); by covered participants it is Ultragenyx Pharmaceutical Inc. 401(k) Plan and Trust in CA (1,155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,154 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 H.J. Russell & Co. Employees' Retirement & Savings Plan assets move in 2023? ▼
H.J. Russell & Co. Employees' Retirement & Savings Plan grew sharply - up 24.0% during 2023, from $23M to $29M. Reported net income was $6M.
How have H.J. Russell & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.J. Russell & Company's sponsor-wide assets grew 53.8%, from $23M to $36M.
Where does H.J. Russell & Co. Employees' Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
H.J. Russell & Co. Employees' Retirement & Savings Plan ranks in the 79th 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 H.J. Russell & Co. Employees' Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Depaul 401(k) Retirement Plan in PA ($29M, 570 participants).
Which 401(k) plans cover a similar participant headcount to H.J. Russell & Co. Employees' Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ultragenyx Pharmaceutical Inc. 401(k) Plan and Trust in CA (1,155 participants, $166M 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 580829071.

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.