401(k) · DOL Form 5500 · 2023

Hotc Investment Co. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
33
Participants Small participant base
43rd
Percentile by assets National rank
$140,756
Avg per participant Near avg balance/head
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Official DOL plan name: Hotc Investment Co. Employee Stock Ownership Plan · Sponsored by Hotc Investment Co. · Colorado · Finance & Insurance

$5M in assets, 33 participants

Hotc Investment Co.'s Hotc Investment Co. Employee Stock Ownership Plan reported $5M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,675 in Finance & Insurance (8,869 peers)

Hotc Investment Co. multi-year trail

Hotc Investment Co.'s plans moved +12.7% in assets from 2022 to 2024; this filing shows Hotc Investment Co. Employee Stock Ownership Plan at $5M / 33 participants.

#2,675
in Finance & Insurance (8,869 peers)
+11.8%
assets growth YoY

Hotc Investment Co. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Hotc Investment Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,644,937 43rd percentile higher than 43% 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

Hotc Investment Co. Employee Stock Ownership 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. Hotc Investment Co. Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hotc Investment Co. Employee Stock Ownership Plan reported net income rose from -$83K in the plan year 2022 filing to $490K in the plan year 2023 filing.
  • Hotc Investment Co. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Hotc Investment Co. Employee Stock Ownership Plan reported participants rose from 30 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261121084 · Hotc Investment Co. PY 2023 · 401(k)

Hotc Investment Co. Employee Stock Ownership Plan · $5M · 33 · 43rd

  • RANK $5M
  • RANK 33
  • RANK 43rd
  • RANK 401(k)
  • RANK near H2o Clinical LLC 401(k) Profit Sharing Plan and Trust
  • RANK ind #2675

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 Colorado →

Hotc Investment Co. Employee Stock Ownership Plan in the asset neighbourhood

H2o Clinical LLC 401(k) Profit Sharing Plan and TrustH2o Clinical LLC 401(k) Prof…$5MLink-in Benefits Defined Contribution PlanLink-in Benefits Defined Con…$5MEast Hardwood 401(k) Profit Sharing PlanEast Hardwood 401(k) Profit …$5MHotc Investment Co. Employee Stock Ownership PlanHotc Investment Co. Employee…$5MIfa Nurseries, Inc. Retirement Savings Plan and TrustIfa Nurseries, Inc. Retireme…$5M
End-of-year total assets ($M) among Hotc Investment Co. Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hotc Investment Co. multi-year asset trail

Sponsor-wide plan assets over time

All Hotc Investment Co. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 12.673282576859718% vs 2022
2024 filing year
$4M$4.2M$4.4M$4.6M$4.8M 202220232024 $4.16M $4.68M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 30 $4M
2023 1 33 $5M
2024 1 30 $5M

Hotc Investment Co. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$490K
Employer EIN261121084
Plan Effective Date2007-05-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Hotc Investment Co. Employee Stock Ownership Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Hotc Investment Co. Employee Stock Ownership Plan, Total assets ($B): 0.004644937 · Participants: 33Hotc Investment Co. Employee Stock Ownership PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Hotc Investment Co. Employee Stock Ownership Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Hotc Investment Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Hotc Investment Co. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is H2o Clinical LLC 401(k) Profit Sharing Plan and Trust in IL ($5M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Hotc Investment Co. Employee Stock Ownership Plan assets move in 2023? ▼
Hotc Investment Co. Employee Stock Ownership Plan grew at a solid clip - up 11.8% during 2023, from $4M to $5M. Reported net income was $490K.
How have Hotc Investment Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hotc Investment Co.'s sponsor-wide assets grew 12.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Hotc Investment Co. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is H2o Clinical LLC 401(k) Profit Sharing Plan and Trust in IL ($5M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Hotc Investment Co. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 participants, $4M 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 261121084.

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.