401(k) · DOL Form 5500 · 2023

H&co LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
144
Participants Small participant base
40th
Percentile by assets National rank
$28,090
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: H&co LLP 401(k) Plan · Sponsored by H&co LLP · Florida · Professional & Technical Services

$4M in assets, 144 participants

H&co LLP's H&co LLP 401(k) Plan reported $4M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,688 in Professional & Technical Services (20,321 peers)

Coverage in Florida

H&co LLP 401(k) Plan covers 144 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#7,688
in Professional & Technical Services (20,321 peers)
+24.0%
assets growth YoY

H&co LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

H&co LLP 401(k) Plan vs every filed plan by assets

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

$4,045,007 40th percentile higher than 40% 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

H&co LLP 401(k) 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. H&co LLP 401(k) Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H&co LLP 401(k) Plan reported net income rose from -$429K in the plan year 2022 filing to $784K in the plan year 2023 filing.
  • H&co LLP 401(k) Plan reported participants rose from 115 in the plan year 2022 filing to 144 in the plan year 2023 filing.
  • H&co LLP 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 472427769 · H&co LLP PY 2023 · 401(k)

H&co LLP 401(k) Plan · $4M · 144 · 40th

  • PART $4M
  • PART 144
  • PART 40th
  • PART 401(k)
  • PART near 401(k) Plan for Employees of Matsuo Industries USA, Inc.
  • PART ind #7688

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 Florida →

H&co LLP 401(k) Plan in the asset neighbourhood

H&co LLP 401(k) Plan$4M401(k) Plan for Employees of Matsuo Industries USA, Inc.401(k) Plan for Employees of…$4MThe Mcconnell Group, Inc. 401(k) Profit Sharing PlanThe Mcconnell Group, Inc. 40…$4MPreparing 4 Tomorrow 401(k) PlanPreparing 4 Tomorrow 401(k) …$4MTrident Management, Inc. 401(k) Profit Sharing PlanTrident Management, Inc. 401…$4M
End-of-year total assets ($M) among H&co LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$784K
Employer EIN472427769
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H&co LLP)

Sponsor-wide plan assets over time

All H&co LLP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 53.03393347001331% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.26M $4.99M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 115 $3M
2023 1 144 $4M
2024 1 193 $5M

Nearby 401(k) Plans in Florida

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

H&co LLP 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants H&co LLP 401(k) Plan, Total assets ($B): 0.004045007 · Participants: 144H&co LLP 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
H&co LLP 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare H&co LLP 401(k) Plan side-by-side with 3 peers →

H&co LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is 401(k) Plan for Employees of Matsuo Industries USA, Inc. in TN ($4M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 H&co LLP 401(k) Plan assets move in 2023? ▼
H&co LLP 401(k) Plan grew sharply - up 24.0% during 2023, from $3M to $4M. Reported net income was $784K.
How have H&co LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H&co LLP's sponsor-wide assets grew 53.0%, from $3M to $5M.
Which 401(k) plans are similar in size to H&co LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Plan for Employees of Matsuo Industries USA, Inc. in TN ($4M, 155 participants).
Which 401(k) plans cover a similar participant headcount to H&co LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eagle Granite 401(k) Plan in GA (144 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 472427769.

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.