401(k) · DOL Form 5500 · 2023

Hodge Company 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
844
Participants Near avg headcount
73rd
Percentile by assets National rank
$24,729
Avg per participant Low balance/head
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Official DOL plan name: Hodge Company Employee Retirement Savings Plan · Sponsored by Hodge Company · Iowa · Transportation & Warehousing

$21M in assets, 844 participants

Hodge Company's Hodge Company Employee Retirement Savings Plan reported $21M in total assets and 844 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,457 in Transportation & Warehousing (3,362 peers)

Hodge Company multi-year trail

Hodge Company's plans moved +42.7% in assets from 2022 to 2024; this filing shows Hodge Company Employee Retirement Savings Plan at $21M / 844 participants.

#2,457
in Transportation & Warehousing (3,362 peers)
+21.5%
assets growth YoY

Hodge Company Employee Retirement Savings Plan's outsized position by total assets

Hodge Company Employee Retirement Savings Plan vs every filed plan by assets

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

$20,871,679 Top 27% higher than 73% 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

Hodge Company Employee Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hodge Company Employee Retirement Savings Plan sits mid-pack in the medium band (844 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hodge Company Employee Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Hodge Company Employee Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Hodge Company Employee Retirement Savings Plan reported participants rose from 719 in the plan year 2022 filing to 844 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 420845793 · Hodge Company PY 2023 · 401(k)

Hodge Company Employee Retirement Savings Plan · $21M · 844 · 73rd

  • BOOK $21M
  • VS-ST 844
  • BOY 73rd
  • SCH 401(k)
  • EBSA near Trianz Retirement Savings Plan
  • PART ind #2457

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 Transportation & Warehousing retirement plans → · Plans in Iowa →

Hodge Company Employee Retirement Savings Plan in the asset neighbourhood

Hodge Company Employee Retirement Savings PlanHodge Company Employee Retir…$21MTrianz Retirement Savings PlanTrianz Retirement Savings Pl…$21MFedrigoni US Employee Savings & Retirement PlanFedrigoni US Employee Saving…$21MPlanned Parenthood of Wisconsin Retirement PlanPlanned Parenthood of Wiscon…$21MMember Solutions 401(k)$21M
End-of-year total assets ($M) among Hodge Company Employee Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hodge Company multi-year asset trail

Sponsor-wide plan assets over time

All Hodge Company plans reported in each filing year

Latest sponsor-wide plan assets
$25M 42.68016600111264% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.2M $24.5M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 719 $17M
2023 1 844 $21M
2024 1 899 $25M

Hodge Company filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN420845793
Plan Effective Date1981-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Hodge Company Employee Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Hodge Company Employee Retirement Savings Plan, Total assets ($B): 0.020871679 · Participants: 844Hodge Company Employee Retirement Savings PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Hodge Company Employee Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Hodge Company Employee Retirement Savings Plan side-by-side with 3 peers →

Hodge Company Employee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Trianz Retirement Savings Plan in CA ($21M); by covered participants it is Id. Me, Inc. 401(k) in VA (844 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (844 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 Hodge Company Employee Retirement Savings Plan assets move in 2023? ▼
Hodge Company Employee Retirement Savings Plan grew sharply - up 21.5% during 2023, from $17M to $21M. Reported net income was $4M.
How have Hodge Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hodge Company's sponsor-wide assets grew 42.7%, from $17M to $25M.
Which 401(k) plans are similar in size to Hodge Company Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trianz Retirement Savings Plan in CA ($21M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Hodge Company Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Id. Me, Inc. 401(k) in VA (844 participants, N/A 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 420845793.

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.