401(k) · DOL Form 5500 · 2023
H.W. Kaufman Financial Group 401(k) Plan
Data updated 2026-08-25
- $137M
- Total assets Near avg plan size
- 1,614
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $84,573
- Avg per participant Below avg balance/head
Official DOL plan name: H. W. Kaufman Financial Group Retirement Savings Plan · Sponsored by H.W. Kaufman Financial Group · Michigan · Finance & Insurance
$137M in assets, 1,614 participants
H.W. Kaufman Financial Group's H. W. Kaufman Financial Group Retirement Savings Plan reported $137M in total assets and 1,614 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,907 in Finance & Insurance (8,869 peers)
Coverage in Michigan
H. W. Kaufman Financial Group Retirement Savings Plan covers 1,614 participants in Michigan, 2.5x the typical Michigan plan (state average ~638 per filing). Assets: $137M.
- #7,907
- in Finance & Insurance (8,869 peers)
- +16.9%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
H. W. Kaufman Financial Group Retirement Savings Plan's outsized position by total assets
H. W. Kaufman Financial Group Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$136,501,325 Top 7% higher than 93% 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
H. W. Kaufman Financial Group 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. W. Kaufman Financial Group Retirement Savings Plan lands in the large band (1,614 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- H. W. Kaufman Financial Group Retirement Savings Plan reported net income rose from -$14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- H. W. Kaufman Financial Group Retirement Savings Plan end-of-year assets rose from $117M in the plan year 2022 filing to $137M in the plan year 2023 filing.
- H. W. Kaufman Financial Group Retirement Savings Plan reported participants fell from 1,729 in the plan year 2022 filing to 1,614 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 381903339 · H.W. Kaufman Financial Group PY 2023 · 401(k)
H. W. Kaufman Financial Group Retirement Savings Plan · $137M · 1,614 · 93rd
- RANK $137M
- PHOTO 1,614
- IND 93rd
- EOY 401(k)
- 5500 near Tredegar Corporation Retirement Savings Plan
- ASSETS ind #7907
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 Finance & Insurance retirement plans → · Plans in Michigan →
H. W. Kaufman Financial Group Retirement Savings Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $117M |
|---|---|
| Net Assets (End of Year) | $137M |
| Net Income | $19M |
| Employer EIN | 381903339 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H.W. Kaufman Financial Group)
Sponsor-wide plan assets over time
All H.W. Kaufman Financial Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $155M 33.16817707109117% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,729 | $117M |
| 2023 | 1 | 1,614 | $137M |
| 2024 | 1 | 1,478 | $155M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
H. W. Kaufman Financial Group Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Tredegar Corporation Retirement Savings Plan in VA ($136M); by covered participants it is Fender Musical Instruments 401(k) Plan in AZ (1,614 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137M here).
- Tredegar Corporation Retirement Savings Plan (VA) $136M · 1,981
- Arizona Community Physicians, P.C. 401(k) Profit Sharing Plan & Trust (AZ) $136M · 815
- Southern Star Investment Plan (KY) $136M · 629
- Extra Space Management, Inc. 401(k) Plan (UT) $136M · 4,176
Similar participant headcount
Nearest other-state filings by covered participants (1,614 participants); asset peers above are excluded.
- Fender Musical Instruments 401(k) Plan (AZ) 1,614 · 0 off
- Ingevity Corporation (SC) 1,614 · 0 off
- Deluxe 401(k) Plan (CA) 1,613 · 1 off
- Uma Education, Inc. 401(k) Retirement Plan (FL) 1,613 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.