401(k) · DOL Form 5500 · 2023

Hopewell Fund 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
106
Participants Small participant base
54th
Percentile by assets National rank
$75,684
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hopewell Fund 401(k) Plan · Sponsored by Hopewell Fund · District of Columbia · Other Services

$8M in assets, 106 participants

Hopewell Fund's Hopewell Fund 401(k) Plan reported $8M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,741 in Other Services (7,857 peers)

Coverage in District of Columbia

Hopewell Fund 401(k) Plan covers 106 participants in District of Columbia, about 7% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $8M.

#5,741
in Other Services (7,857 peers)
+54.5%
assets growth YoY

Hopewell Fund 401(k) Plan's mid-pack asset rank among Other Services and all filers

Hopewell Fund 401(k) Plan vs every filed plan by assets

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

$8,022,455 Top 46% higher than 54% 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

Hopewell Fund 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. Hopewell Fund 401(k) Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hopewell Fund 401(k) Plan reported net income rose from $637K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Hopewell Fund 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Hopewell Fund 401(k) Plan reported participants rose from 95 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 473681860 · Hopewell Fund PY 2023 · 401(k)

Hopewell Fund 401(k) Plan · $8M · 106 · 54th

  • RANK $8M
  • PHOTO 106
  • IND 54th
  • EOY 401(k)
  • 5500 near Pd Systems, LLC 401(k) Plan
  • ASSETS ind #5741

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 Other Services retirement plans → · Plans in District of Columbia →

Hopewell Fund 401(k) Plan in the asset neighbourhood

Hopewell Fund 401(k) Plan$8MPd Systems, LLC 401(k) Plan$8MGraham & Company, LLC 401(k) PlanGraham & Company, LLC 401(k)…$8MHankyu Hanshin Express (USA) 401(k) PlanHankyu Hanshin Express (USA)…$8MFamily First Homecare 401(k) PlanFamily First Homecare 401(k)…$8M
End-of-year total assets ($M) among Hopewell Fund 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN473681860
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hopewell Fund)

Sponsor-wide plan assets over time

All Hopewell Fund plans reported in each filing year

Latest sponsor-wide plan assets
$10M 86.33483955521203% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.19M $9.68M ▲ +86.5%
Year Plans Participants Total Assets
2022 1 95 $5M
2023 1 106 $8M
2024 1 121 $10M

Nearby 401(k) Plans in District of Columbia

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

Hopewell Fund 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Hopewell Fund 401(k) Plan, Total assets ($B): 0.008022455 · Participants: 106Hopewell Fund 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Hopewell Fund 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Hopewell Fund 401(k) Plan side-by-side with 3 peers →

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

Outside District of Columbia, the nearest 401(k) by assets is Pd Systems, LLC 401(k) Plan in VA ($8M); by covered participants it is Austin Retina Associates 401(k) Profit Sharing Plan in TX (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Hopewell Fund 401(k) Plan assets move in 2023? ▼
Hopewell Fund 401(k) Plan surged - up 54.5% during 2023, from $5M to $8M. Reported net income was $3M.
How have Hopewell Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hopewell Fund's sponsor-wide assets grew 86.3%, from $5M to $10M.
Which 401(k) plans are similar in size to Hopewell Fund 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pd Systems, LLC 401(k) Plan in VA ($8M, 263 participants).
Which 401(k) plans cover a similar participant headcount to Hopewell Fund 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Retina Associates 401(k) Profit Sharing Plan in TX (106 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 473681860.

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.