401(k) · DOL Form 5500 · 2023

Takkt Foodservices, LLC 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
196
Participants Below avg headcount
84th
Percentile by assets National rank
$227,431
Avg per participant Above avg balance/head
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Official DOL plan name: Hubert Company, LLC Savings Plan · Sponsored by Takkt Foodservices, LLC · Ohio · Wholesale Trade

$45M in assets, 196 participants

Takkt Foodservices, LLC's Hubert Company, LLC Savings Plan reported $45M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,382 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Hubert Company, LLC Savings Plan covers 196 participants in Ohio, about 26% of the average Ohio filer (state average ~765 per filing). Assets: $45M.

#5,382
in Wholesale Trade (6,309 peers)
+14.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hubert Company, LLC Savings Plan's outsized position by total assets

Hubert Company, LLC Savings Plan vs every filed plan by assets

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

$44,576,524 Top 16% higher than 84% 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

Hubert Company, 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. Hubert Company, LLC Savings Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hubert Company, LLC Savings Plan reported net income rose from -$15M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Hubert Company, LLC Savings Plan end-of-year assets rose from $39M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Hubert Company, LLC Savings Plan reported participants rose from 186 in the plan year 2022 filing to 196 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 263794198 · Takkt Foodservices, LLC PY 2023 · 401(k)

Hubert Company, LLC Savings Plan · $45M · 196 · 84th

  • IND $45M
  • IND 196
  • IND 84th
  • IND 401(k)
  • IND near America's First Federal Credit Union Retirement Savings Plan
  • IND ind #5382

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 Wholesale Trade retirement plans → · Plans in Ohio →

Hubert Company, LLC Savings Plan in the asset neighbourhood

Hubert Company, LLC Savings PlanHubert Company, LLC Savings …$45MWs Asset Management, Inc. 401(k) and Profit Sharing PlanWs Asset Management, Inc. 40…$45MApplied Insight, LLC Retirement PlanApplied Insight, LLC Retirem…$45MAmerica's First Federal Credit Union Retirement Savings PlanAmerica's First Federal Cred…$45MMusco Family Olive Co. 401(k) and Profit Sharing PlanMusco Family Olive Co. 401(k…$45M
End-of-year total assets ($M) among Hubert Company, LLC Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN263794198
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Takkt Foodservices, LLC)

Sponsor-wide plan assets over time

All Takkt Foodservices, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$63M 60.67008857454266% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $38.9M $62.5M ▲ +60.6%
Year Plans Participants Total Assets
2022 1 186 $39M
2023 1 196 $45M
2024 1 193 $63M

Nearby 401(k) Plans in Ohio

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

Hubert Company, LLC Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Hubert Company, LLC Savings Plan, Total assets ($B): 0.044576524 · Participants: 196Hubert Company, LLC Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Hubert Company, LLC Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Hubert Company, LLC Savings Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is America's First Federal Credit Union Retirement Savings Plan in AL ($45M); by covered participants it is Logicworks 401(k) Plan in NY (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Hubert Company, LLC Savings Plan assets move in 2023? ▼
Hubert Company, LLC Savings Plan grew at a solid clip - up 14.5% during 2023, from $39M to $45M. Reported net income was $6M.
How have Takkt Foodservices, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Takkt Foodservices, LLC's sponsor-wide assets grew 60.7%, from $39M to $63M.
Where does Hubert Company, LLC Savings Plan rank by assets among Form 5500 filers? ▼
Hubert Company, LLC Savings Plan ranks in the 84th 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 Hubert Company, LLC Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is America's First Federal Credit Union Retirement Savings Plan in AL ($45M, 422 participants).
Which 401(k) plans cover a similar participant headcount to Hubert Company, LLC Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logicworks 401(k) Plan in NY (196 participants, N/A 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 263794198.

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.