401(k) · DOL Form 5500 · 2023

Hoefer Welker, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 151
Participants Small participant base: 66th
Percentile by assets National rank: $95,699
Avg per participant Below avg balance/head

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Official DOL plan name: Hoefer Welker, LLC 401(k) Plan · Sponsored by Hoefer Welker, LLC · Missouri · Professional & Technical Services

$14M in assets, 151 participants

Hoefer Welker, LLC's Hoefer Welker, LLC 401(k) Plan reported $14M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

#13,360 in Professional & Technical Services (20,321 peers)

Coverage in Missouri

Hoefer Welker, LLC 401(k) Plan covers 151 participants in Missouri, about 20% of the average Missouri filer (state average ~737 per filing). Assets: $14M.

#13,360
in Professional & Technical Services (20,321 peers): +22.9%
assets growth YoY

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

Hoefer Welker, LLC 401(k) Plan vs every filed plan by assets

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

$14,450,485 Top 34% higher than 66% 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

Hoefer Welker, 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. Hoefer Welker, LLC 401(k) Plan sits mid-pack in the medium band (151 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%)

Hoefer Welker, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Hoefer Welker, LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364095388 · Hoefer Welker, LLC PY 2023 · 401(k)

Hoefer Welker, LLC 401(k) Plan · $14M · 151 · 66th

IND $14M
IND 151
IND 66th
IND 401(k)
IND near Accellion USA, LLC 401(k) Plan
IND ind #13360

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 Missouri →

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

Missouri filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$14M
Net Income	$3M
Employer EIN	364095388
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Hoefer Welker, LLC)

Latest sponsor-wide plan assets: $17M 42.42211448498767% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	151	$12M
2023	1	151	$14M
2024	1	170	$17M

Nearby 401(k) Plans in Missouri

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

Hoefer Welker, LLC 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
Centene Management Corporation Retirement Plan $4.0B · 53,822
Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316

Compare Hoefer Welker, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Accellion USA, LLC 401(k) Plan in CA ($14M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Accellion USA, LLC 401(k) Plan (CA) $14M · 104
Peterson Co. Retirement Savings Plan (WA) $14M · 246
Martin Snow 401(k) Savings Plan (GA) $14M · 38
Meyer Najem 401(k) Profit Sharing Plan (IN) $14M · 124

Similar participant headcount

Nearest other-state filings by covered participants (151 participants); asset peers above are excluded.

Air Conditioning Innovative Solutions 401(k) Plan (TX) 151 · 0 off
Healthcorp Inc 401(k) Profit Sharing Plan & Trust (PA) 151 · 0 off
Milo's Hamburgers 401(k) Plan (AL) 151 · 0 off
Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan (CT) 151 · 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 did Hoefer Welker, LLC 401(k) Plan assets move in 2023? ▼

Hoefer Welker, LLC 401(k) Plan grew sharply - up 22.9% during 2023, from $12M to $14M. Reported net income was $3M.

How have Hoefer Welker, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hoefer Welker, LLC's sponsor-wide assets grew 42.4%, from $12M to $17M.

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

Among 401(k) plans in other states, the closest by assets is Accellion USA, LLC 401(k) Plan in CA ($14M, 104 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 364095388.