401(k) · DOL Form 5500 · 2023

Hinkle Holding Co., LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
202
Participants Below avg headcount
63rd
Percentile by assets National rank
$61,502
Avg per participant Low balance/head
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Official DOL plan name: Hinkle Holding Company LLC and Subsidiaries 401(k) Plan · Sponsored by Hinkle Holding Co., LLC · Kentucky · Management of Enterprises

$12M in assets, 202 participants

Hinkle Holding Co., LLC's Hinkle Holding Company LLC and Subsidiaries 401(k) Plan reported $12M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #479 in Management of Enterprises (1,137 peers)

Coverage in Kentucky

Hinkle Holding Company LLC and Subsidiaries 401(k) Plan covers 202 participants in Kentucky, about 31% of the average Kentucky filer (state average ~647 per filing). Assets: $12M.

#479
in Management of Enterprises (1,137 peers)
+16.1%
assets growth YoY

Hinkle Holding Company LLC and Subsidiaries 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Hinkle Holding Company LLC and Subsidiaries 401(k) Plan vs every filed plan by assets

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

$12,423,476 Top 37% higher than 63% 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

Hinkle Holding Company LLC and Subsidiaries 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. Hinkle Holding Company LLC and Subsidiaries 401(k) Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hinkle Holding Company LLC and Subsidiaries 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hinkle Holding Company LLC and Subsidiaries 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Hinkle Holding Company LLC and Subsidiaries 401(k) Plan reported participants fell from 206 in the plan year 2022 filing to 202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010941577 · Hinkle Holding Co., LLC PY 2023 · 401(k)

Hinkle Holding Company LLC and Subsidiaries 401(k) Plan · $12M · 202 · 63rd

  • NET $12M
  • NET 202
  • NET 63rd
  • NET 401(k)
  • NET near Investment Corporation of Palm Beach 401(k) Plan
  • NET ind #479

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 Management of Enterprises retirement plans → · Plans in Kentucky →

Hinkle Holding Company LLC and Subsidiaries 401(k) Plan in the asset neighbourhood

Hinkle Holding Company LLC and Subsidiaries 401(k) PlanHinkle Holding Company LLC a…$12MInvestment Corporation of Palm Beach 401(k) PlanInvestment Corporation of Pa…$12MRene L. Cote Sons Inc. Retirement PlanRene L. Cote Sons Inc. Retir…$12MTropical Nut and Fruit Company 401(k) Profit Sharing PlanTropical Nut and Fruit Compa…$12MTop Rx, LLC Savings and Retirement PlanTop Rx, LLC Savings and Reti…$12M
End-of-year total assets ($M) among Hinkle Holding Company LLC and Subsidiaries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN010941577
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hinkle Holding Co., LLC)

Sponsor-wide plan assets over time

All Hinkle Holding Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 22.337707971304667% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.7M $13.1M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 206 $11M
2023 1 202 $12M
2024 1 206 $13M

Nearby 401(k) Plans in Kentucky

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

Hinkle Holding Company LLC and Subsidiaries 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Hinkle Holding Company LLC and Subsidiaries 401(k) Plan, Total assets ($B): 0.012423476 · Participants: 202Hinkle Holding Company LLC and Subsidiaries 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Hinkle Holding Company LLC and Subsidiaries 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Hinkle Holding Company LLC and Subsidiaries 401(k) Plan side-by-side with 3 peers →

Hinkle Holding Company LLC and Subsidiaries 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Investment Corporation of Palm Beach 401(k) Plan in FL ($12M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Hinkle Holding Company LLC and Subsidiaries 401(k) Plan assets move in 2023? ▼
Hinkle Holding Company LLC and Subsidiaries 401(k) Plan grew sharply - up 16.1% during 2023, from $11M to $12M. Reported net income was $2M.
How have Hinkle Holding Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hinkle Holding Co., LLC's sponsor-wide assets grew 22.3%, from $11M to $13M.
Which 401(k) plans are similar in size to Hinkle Holding Company LLC and Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Investment Corporation of Palm Beach 401(k) Plan in FL ($12M, 334 participants).
Which 401(k) plans cover a similar participant headcount to Hinkle Holding Company LLC and Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (202 participants, $9M 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 010941577.

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.