401(k) · DOL Form 5500 · 2023

Happy Returns, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 290
Participants Below avg headcount: 35th
Percentile by assets National rank: $9,724
Avg per participant Low balance/head

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Official DOL plan name: Happy Returns, LLC 401(k) Plan · Sponsored by Happy Returns, LLC · Georgia · Professional & Technical Services

$3M in assets, 290 participants

Happy Returns, LLC's Happy Returns, LLC 401(k) Plan reported $3M in total assets and 290 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

#6,400 in Professional & Technical Services (20,321 peers)

Coverage in Georgia

Happy Returns, LLC 401(k) Plan covers 290 participants in Georgia, about 26% of the average Georgia filer (state average ~1,096 per filing). Assets: $3M.

#6,400
in Professional & Technical Services (20,321 peers): $3M
reported net income

Happy Returns, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Happy Returns, LLC 401(k) Plan vs every filed plan by assets

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

$2,819,993 35th percentile higher than 35% 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

Happy Returns, LLC 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. Happy Returns, LLC 401(k) Plan sits mid-pack in the medium band (290 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%)

Plan-year Form 5500 strip

Filing strip 611774076 · Happy Returns, LLC PY 2023 · 401(k)

Happy Returns, LLC 401(k) Plan · $3M · 290 · 35th

SCH $3M
SCH 290
SCH 35th
SCH 401(k)
SCH near Humboldt Radiology Medical Group Inc Profit Sharing/401(k) Plan
SCH ind #6400

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 →

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

Georgia filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$3M
Net Income	$3M
Employer EIN	611774076
Plan Effective Date	2023-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Happy Returns, LLC)

Latest sponsor-wide plan assets: $7M 148.31958802734619% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	290	$3M
2024	1	312	$7M

Nearby 401(k) Plans in Georgia

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

Happy Returns, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

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

Compare Happy Returns, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Humboldt Radiology Medical Group Inc Profit Sharing/401(k) Plan in CA ($3M); by covered participants it is Tireman/World Tire 401(k) Plan in OH (290 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Humboldt Radiology Medical Group Inc Profit Sharing/401(k) Plan (CA) $3M · 10
Girl Scouts of Utah 401(k) Plan (UT) $3M · 37
E Noa Corporation 401(k) Plan (HI) $3M · 104
Schi 401(k) Plan (NJ) $3M · 413

Similar participant headcount

Nearest other-state filings by covered participants (290 participants); asset peers above are excluded.

Tireman/World Tire 401(k) Plan (OH) 290 · 0 off
Orchard Software Corporation 401(k) Profit Sharing Plan and Trust (IN) 290 · 0 off
York Wallcoverings, Inc. 401(k) Profit Sharing Plan (PA) 290 · 0 off
Fenner Dunlop Retirement and Savings Plan (PA) 290 · 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 have Happy Returns, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Happy Returns, LLC's sponsor-wide assets grew 148.3%, from $3M to $7M.

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

Among 401(k) plans in other states, the closest by assets is Humboldt Radiology Medical Group Inc Profit Sharing/401(k) Plan in CA ($3M, 10 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Tireman/World Tire 401(k) Plan in OH (290 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 611774076.