401(k) · DOL Form 5500 · 2023

Hendrix-Isa, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
139
Participants Small participant base
38th
Percentile by assets National rank
$24,677
Avg per participant Low balance/head
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Official DOL plan name: Hendrix-Isa, LLC 401(k) Plan · Sponsored by Hendrix-Isa, LLC · Pennsylvania · Agriculture, Forestry & Fishing

$3M in assets, 139 participants

Hendrix-Isa, LLC's Hendrix-Isa, LLC 401(k) Plan reported $3M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #496 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Pennsylvania

Hendrix-Isa, LLC 401(k) Plan covers 139 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#496
in Agriculture, Forestry & Fishing (1,288 peers)
+32.8%
assets growth YoY

Hendrix-Isa, LLC 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Hendrix-Isa, LLC 401(k) Plan vs every filed plan by assets

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

$3,430,115 38th percentile higher than 38% 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

Hendrix-Isa, LLC 401(k) 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. Hendrix-Isa, LLC 401(k) Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hendrix-Isa, LLC 401(k) Plan reported net income rose from -$376K in the plan year 2022 filing to $848K in the plan year 2023 filing.
  • Hendrix-Isa, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 352523757 · Hendrix-Isa, LLC PY 2023 · 401(k)

Hendrix-Isa, LLC 401(k) Plan · $3M · 139 · 38th

  • PCT $3M
  • EIN 139
  • RANK 38th
  • PHOTO 401(k)
  • IND near Pathologists Diagnostic Laboratory, PA 401(k) Profit Sharing Plan and Trust
  • EOY ind #496

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Pennsylvania →

Hendrix-Isa, LLC 401(k) Plan in the asset neighbourhood

Hendrix-Isa, LLC 401(k) Plan$3MPathologists Diagnostic Laboratory, PA 401(k) Profit Sharing Plan and TrustPathologists Diagnostic Labo…$3MWarwick Mills, Inc. 401(k) PlanWarwick Mills, Inc. 401(k) P…$3MSchedule Source, Inc. 401(k) PlanSchedule Source, Inc. 401(k)…$3MMaple Family Dental of Libertyville, Ltd. 401(k) Profit Sharing PlanMaple Family Dental of Liber…$3M
End-of-year total assets ($M) among Hendrix-Isa, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$848K
Employer EIN352523757
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hendrix-Isa, LLC)

Sponsor-wide plan assets over time

All Hendrix-Isa, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 46.95569158196215% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.58M $3.79M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 139 $3M
2023 1 139 $3M
2024 1 142 $4M

Nearby 401(k) Plans in Pennsylvania

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

Hendrix-Isa, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Hendrix-Isa, LLC 401(k) Plan, Total assets ($B): 0.003430115 · Participants: 139Hendrix-Isa, LLC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Hendrix-Isa, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Hendrix-Isa, LLC 401(k) Plan side-by-side with 3 peers →

Hendrix-Isa, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Pathologists Diagnostic Laboratory, PA 401(k) Profit Sharing Plan and Trust in NC ($3M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Hendrix-Isa, LLC 401(k) Plan assets move in 2023? ▼
Hendrix-Isa, LLC 401(k) Plan surged - up 32.8% during 2023, from $3M to $3M. Reported net income was $848K.
How have Hendrix-Isa, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hendrix-Isa, LLC's sponsor-wide assets grew 47.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Hendrix-Isa, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pathologists Diagnostic Laboratory, PA 401(k) Profit Sharing Plan and Trust in NC ($3M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Hendrix-Isa, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 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 352523757.

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.