401(k) · DOL Form 5500 · 2023

Hedgefacts, LLP 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
31st
Percentile by assets National rank
$193,227
Avg per participant Above avg balance/head
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Official DOL plan name: Hedgefacts, LLP 401(k) Profit Sharing Plan · Sponsored by Hedgefacts, LLP · Ohio · Professional & Technical Services

$2M in assets, 11 participants

Hedgefacts, LLP's Hedgefacts, LLP 401(k) Profit Sharing Plan reported $2M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,530 in Professional & Technical Services (20,321 peers)

Hedgefacts, LLP multi-year trail

Hedgefacts, LLP's plans moved +413.9% in assets from 2022 to 2024; this filing shows Hedgefacts, LLP 401(k) Profit Sharing Plan at $2M / 11 participants.

#5,530
in Professional & Technical Services (20,321 peers)
+20.2%
assets growth YoY

Hedgefacts, LLP 401(k) Profit Sharing Plan among the smaller filed plans by assets

Hedgefacts, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,125,498 31st percentile higher than 31% 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

Hedgefacts, LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hedgefacts, LLP 401(k) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hedgefacts, LLP 401(k) Profit Sharing Plan reported net income rose from -$823K in the plan year 2022 filing to $357K in the plan year 2023 filing.
  • Hedgefacts, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hedgefacts, LLP 401(k) Profit Sharing Plan reported participants rose from 10 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 271333449 · Hedgefacts, LLP PY 2023 · 401(k)

Hedgefacts, LLP 401(k) Profit Sharing Plan · $2M · 11 · 31st

  • VS-ST $2M
  • VS-ST 11
  • VS-ST 31st
  • VS-ST 401(k)
  • VS-ST near Ant Farm II, LLC
  • VS-ST ind #5530

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Hedgefacts, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Hedgefacts, LLP 401(k) Profit Sharing PlanHedgefacts, LLP 401(k) Profi…$2MAnt Farm II, LLC$2MWelburn Management Consulting Company Retirement PlanWelburn Management Consultin…$2MSign Wizards Inc 401(k) Profit Sharing Plan & TrustSign Wizards Inc 401(k) Prof…$2MNorth Georgia Internal Medicine, P. C. 401(k) Profit Sharing PlanNorth Georgia Internal Medic…$2M
End-of-year total assets ($M) among Hedgefacts, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hedgefacts, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Hedgefacts, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$9M 413.9390876488439% vs 2022
2024 filing year
$0M$5M$10M 202220232024 $1.77M $9.09M ▲ +413.6%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 11 $2M
2024 4 47 $9M

Hedgefacts, LLP filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$357K
Employer EIN271333449
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Hedgefacts, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Hedgefacts, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.002125498 · Participants: 11Hedgefacts, LLP 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Hedgefacts, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Hedgefacts, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hedgefacts, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ant Farm II, LLC in GA ($2M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Hedgefacts, LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Hedgefacts, LLP 401(k) Profit Sharing Plan grew sharply - up 20.2% during 2023, from $2M to $2M. Reported net income was $357K.
How have Hedgefacts, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hedgefacts, LLP's sponsor-wide assets grew 413.9%, from $2M to $9M.
Which 401(k) plans are similar in size to Hedgefacts, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ant Farm II, LLC in GA ($2M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Hedgefacts, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 271333449.

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.