401(k) · DOL Form 5500 · 2023

Hillspire, LLC 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
469
Participants Below avg headcount
89th
Percentile by assets National rank
$151,001
Avg per participant Above avg balance/head
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Official DOL plan name: Hillspire, LLC Retirement Savings Plan · Sponsored by Hillspire, LLC · California · Professional & Technical Services

$71M in assets, 469 participants

Hillspire, LLC's Hillspire, LLC Retirement Savings Plan reported $71M in total assets and 469 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,266 in Professional & Technical Services (20,321 peers)

Where Hillspire, LLC Retirement Savings Plan sits by assets

Hillspire, LLC Retirement Savings Plan sits in the top quartile of all filed plans by assets, $71M for 469 participants (~$151,001/participant), up 44.2% in 2023.

#18,266
in Professional & Technical Services (20,321 peers)
+44.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Hillspire, LLC Retirement Savings Plan's outsized position by total assets

Hillspire, LLC Retirement Savings Plan vs every filed plan by assets

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

$70,819,417 Top 11% higher than 89% 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

Hillspire, LLC Retirement 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. Hillspire, LLC Retirement Savings Plan sits mid-pack in the medium band (469 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hillspire, LLC Retirement Savings Plan reported net income rose from $2M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Hillspire, LLC Retirement Savings Plan end-of-year assets rose from $49M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • Hillspire, LLC Retirement Savings Plan reported participants rose from 362 in the plan year 2022 filing to 469 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 562617820 · Hillspire, LLC PY 2023 · 401(k)

Hillspire, LLC Retirement Savings Plan · $71M · 469 · 89th

  • ASSETS $71M
  • ASSETS 469
  • ASSETS 89th
  • ASSETS 401(k)
  • ASSETS near Rml Health Providers Employees 401(k) Savings Plan
  • ASSETS ind #18266

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 California →

Hillspire, LLC Retirement Savings Plan in the asset neighbourhood

Michigan Healthcare Professionals, P.C. 401(k) Profit Sharing Plan and TrustMichigan Healthcare Professi…$71MHillspire, LLC Retirement Savings PlanHillspire, LLC Retirement Sa…$71MRml Health Providers Employees 401(k) Savings PlanRml Health Providers Employe…$71MCapital Cardiology Associates, PC Profit Sharing 401(k) PlanCapital Cardiology Associate…$71MNta, Inc. 401(k) Plan$71M
End-of-year total assets ($M) among Hillspire, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$71M
Net Income$22M
Employer EIN562617820
Plan Effective Date2007-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hillspire, LLC)

Sponsor-wide plan assets over time

All Hillspire, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$94M 91.60980040868255% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $49.1M $94.1M ▲ +91.6%
Year Plans Participants Total Assets
2022 1 362 $49M
2023 1 469 $71M
2024 1 524 $94M

Nearby 401(k) Plans in California

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

Hillspire, LLC Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hillspire, LLC Retirement Savings Plan, Total assets ($B): 0.070819417 · Participants: 469Hillspire, LLC Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Hillspire, LLC Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hillspire, LLC Retirement Savings Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Rml Health Providers Employees 401(k) Savings Plan in IL ($71M); by covered participants it is Mgs Employee 401(k) Plan in WI (469 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (469 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 Hillspire, LLC Retirement Savings Plan assets move in 2023? ▼
Hillspire, LLC Retirement Savings Plan surged - up 44.2% during 2023, from $49M to $71M. Reported net income was $22M.
How have Hillspire, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hillspire, LLC's sponsor-wide assets grew 91.6%, from $49M to $94M.
Where does Hillspire, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Hillspire, LLC Retirement Savings Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hillspire, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rml Health Providers Employees 401(k) Savings Plan in IL ($71M, 719 participants).
Which 401(k) plans cover a similar participant headcount to Hillspire, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mgs Employee 401(k) Plan in WI (469 participants, $54M 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 562617820.

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.