401(k) · DOL Form 5500 · 2023

Hfi, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 327
Participants Below avg headcount: 71st
Percentile by assets National rank: $54,776
Avg per participant Low balance/head

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Official DOL plan name: Hfi, LLC Savings Plan · Sponsored by Hfi, LLC · Ohio · Manufacturing

$18M in assets, 327 participants

Hfi, LLC's Hfi, LLC Savings Plan reported $18M in total assets and 327 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

#11,201 in Manufacturing (18,722 peers)

Coverage in Ohio

Hfi, LLC Savings Plan covers 327 participants in Ohio, about 43% of the average Ohio filer (state average ~765 per filing). Assets: $18M.

#11,201
in Manufacturing (18,722 peers): +13.8%
assets growth YoY

Hfi, LLC Savings Plan's outsized position by total assets

Hfi, LLC Savings Plan vs every filed plan by assets

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

$17,911,654 Top 29% higher than 71% 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

Hfi, LLC Savings 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. Hfi, LLC Savings Plan sits mid-pack in the medium band (327 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Hfi, LLC Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Hfi, LLC Savings Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 203914731 · Hfi, LLC PY 2023 · 401(k)

Hfi, LLC Savings Plan · $18M · 327 · 71st

EBSA $18M
PART 327
TYPE 71st
NET 401(k)
BOOK near Jtc USA 401(k) Plan
VS-ST ind #11201

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 Manufacturing retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Hfi, LLC Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$18M
Net Income	$2M
Employer EIN	203914731
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Hfi, LLC)

Latest sponsor-wide plan assets: $21M 31.655883123221866% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	326	$16M
2023	1	327	$18M
2024	1	373	$21M

Nearby 401(k) Plans in Ohio

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

Hfi, LLC Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Hfi, LLC Savings Plan side-by-side with 3 peers →

Hfi, LLC Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Jtc USA 401(k) Plan in CA ($18M); by covered participants it is Simpson University 403b Plan in CA (327 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Jtc USA 401(k) Plan (CA) $18M · 182
Torrington Supply Company, Inc. 401(k) Profit Sharing Plan (CT) $18M · 162
Thompson & Horton LLP 401(k) Plan (TX) $18M · 55
Tahoe Truckee Disposal Co., Inc. 401(k) Profit Sharing Plan (CA) $18M · 110

Similar participant headcount

Nearest other-state filings by covered participants (327 participants); asset peers above are excluded.

Simpson University 403b Plan (CA) 327 · 0 off
Kuiken Brothers Company Inc., 401(k) Profit Sharing Plan & Trust (NJ) 327 · 0 off
Kidwell, Inc. 401(k) Profit Sharing Plan (NE) 327 · 0 off
Howard Energy Partners 401(k) Plan (TX) 327 · 0 off

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 Hfi, LLC Savings Plan assets move in 2023? ▼

Hfi, LLC Savings Plan grew at a solid clip - up 13.8% during 2023, from $16M to $18M. Reported net income was $2M.

How have Hfi, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hfi, LLC's sponsor-wide assets grew 31.7%, from $16M to $21M.

Which 401(k) plans are similar in size to Hfi, LLC Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jtc USA 401(k) Plan in CA ($18M, 182 participants).

Which 401(k) plans cover a similar participant headcount to Hfi, LLC Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Simpson University 403b Plan in CA (327 participants, $5M 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 203914731.