401(k) · DOL Form 5500 · 2023
Hotel Equities Group, LLC 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 3,568
- Participants Above avg headcount
- 74th
- Percentile by assets National rank
- $6,113
- Avg per participant Low balance/head
Official DOL plan name: Hotel Equities Group, LLC 401(k) Plan · Sponsored by Hotel Equities Group, LLC · Georgia · Professional & Technical Services
$22M in assets, 3,568 participants
Hotel Equities Group, LLC's Hotel Equities Group, LLC 401(k) Plan reported $22M in total assets and 3,568 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #15,086 in Professional & Technical Services (20,321 peers)
Coverage in Georgia
Hotel Equities Group, LLC 401(k) Plan covers 3,568 participants in Georgia, 3.3x the typical Georgia plan (state average ~1,096 per filing). Assets: $22M.
- #15,086
- in Professional & Technical Services (20,321 peers)
- +58.6%
- assets growth YoY
Hotel Equities Group, LLC 401(k) Plan's outsized position by total assets
Hotel Equities Group, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,811,731 Top 26% higher than 74% 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
Hotel Equities Group, LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hotel Equities Group, LLC 401(k) Plan lands in the large band (3,568 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hotel Equities Group, LLC 401(k) Plan reported participants rose from 1,535 in the plan year 2022 filing to 3,568 in the plan year 2023 filing.
- Hotel Equities Group, LLC 401(k) Plan reported net income rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Hotel Equities Group, LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $22M in the plan year 2023 filing.
DOL schedule card
Filing strip 731718961 · Hotel Equities Group, LLC PY 2023 · 401(k)
Hotel Equities Group, LLC 401(k) Plan · $22M · 3,568 · 74th
- TYPE $22M
- TYPE 3,568
- TYPE 74th
- TYPE 401(k)
- TYPE near Coughlin & Gerhart, L.L.P. Profit Sharing Plan
- TYPE ind #15086
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 Georgia →
Hotel Equities Group, LLC 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $8M |
| Employer EIN | 731718961 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hotel Equities Group, LLC)
Sponsor-wide plan assets over time
All Hotel Equities Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 104.21259705112898% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,535 | $14M |
| 2023 | 1 | 3,568 | $22M |
| 2024 | 1 | 5,426 | $28M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Hotel Equities Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Coughlin & Gerhart, L.L.P. Profit Sharing Plan in NY ($22M); by covered participants it is Heritage Group Retirement Savings Plan in IN (3,568 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Coughlin & Gerhart, L.L.P. Profit Sharing Plan (NY) $22M · 105
- Crossaver Plus 401(k) Retirement Plan (RI) $22M · 65
- Rottinghaus Company 401(k) Savings Plan (WI) $22M · 1,016
- Tam International, Inc. 401(k) Plan (TX) $22M · 137
Similar participant headcount
Nearest other-state filings by covered participants (3,568 participants); asset peers above are excluded.
- Heritage Group Retirement Savings Plan (IN) 3,568 · 0 off
- The Yates Companies, Inc. 401(k) Plan (MS) 3,568 · 0 off
- Health Carousel LLC 401(k) Profit Sharing Plan (OH) 3,568 · 0 off
- Brambles USA 401(k) Plan (FL) 3,568 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.