401(k) · DOL Form 5500 · 2023

Hodges Doughty & Carson PLLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
30
Participants Small participant base
68th
Percentile by assets National rank
$527,807
Avg per participant High balance/head
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Official DOL plan name: Hodges Doughty & Carson 401(k) Profit Sharing Plan · Sponsored by Hodges Doughty & Carson PLLC · Tennessee · Professional & Technical Services

$16M in assets, 30 participants

Hodges Doughty & Carson PLLC's Hodges Doughty & Carson 401(k) Profit Sharing Plan reported $16M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,743 in Professional & Technical Services (20,321 peers)

Hodges Doughty & Carson PLLC multi-year trail

Hodges Doughty & Carson PLLC's plans moved +15.9% in assets from 2022 to 2024; this filing shows Hodges Doughty & Carson 401(k) Profit Sharing Plan at $16M / 30 participants.

#13,743
in Professional & Technical Services (20,321 peers)
-1.3%
assets change YoY

The plan reported a net loss of $211K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hodges Doughty & Carson 401(k) Profit Sharing Plan's outsized position by total assets

Hodges Doughty & Carson 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,834,224 Top 32% higher than 68% 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

Hodges Doughty & Carson 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. Hodges Doughty & Carson 401(k) Profit Sharing Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hodges Doughty & Carson 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to -$211K in the plan year 2023 filing.
  • Hodges Doughty & Carson 401(k) Profit Sharing Plan end-of-year assets fell from $16M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 620237242 · Hodges Doughty & Carson PLLC PY 2023 · 401(k)

Hodges Doughty & Carson 401(k) Profit Sharing Plan · $16M · 30 · 68th

  • RANK $16M
  • PHOTO 30
  • IND 68th
  • EOY 401(k)
  • 5500 near Western Home Employees Retirement Plan
  • ASSETS ind #13743

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 Tennessee →

Hodges Doughty & Carson 401(k) Profit Sharing Plan in the asset neighbourhood

Central Management Concepts Profit Sharing PlanCentral Management Concepts …$16M1a Auto, Inc. 401(k) Profit Sharing Plan & Trust1a Auto, Inc. 401(k) Profit …$16MHodges Doughty & Carson 401(k) Profit Sharing PlanHodges Doughty & Carson 401(…$16MWestern Home Employees Retirement PlanWestern Home Employees Retir…$16MGts Platform 401(k) Plan$16M
End-of-year total assets ($M) among Hodges Doughty & Carson 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hodges Doughty & Carson PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Hodges Doughty & Carson PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 15.916215898023317% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $16.1M $18.6M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 30 $16M
2023 1 30 $16M
2024 1 31 $19M

Hodges Doughty & Carson PLLC filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income-$211K
Employer EIN620237242
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Hodges Doughty & Carson 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Hodges Doughty & Carson 401(k) Profit Sharing Plan, Total assets ($B): 0.015834224 · Participants: 30Hodges Doughty & Carson 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Hodges Doughty & Carson 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Hodges Doughty & Carson 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hodges Doughty & Carson 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Western Home Employees Retirement Plan in IA ($16M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Hodges Doughty & Carson 401(k) Profit Sharing Plan assets move in 2023? ▼
Hodges Doughty & Carson 401(k) Profit Sharing Plan edged down modestly - down 1.3% during 2023, from $16M to $16M. Reported net income was -$211K.
How have Hodges Doughty & Carson PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hodges Doughty & Carson PLLC's sponsor-wide assets grew 15.9%, from $16M to $19M.
Which 401(k) plans are similar in size to Hodges Doughty & Carson 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Western Home Employees Retirement Plan in IA ($16M, 752 participants).
Which 401(k) plans cover a similar participant headcount to Hodges Doughty & Carson 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 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 620237242.

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.