Profit Sharing · DOL Form 5500 · 2023

Hodges Hanei Corporation Profit Sharing Plan

Data updated 2026-08-25

$929K
Total assets Small plan by assets
12
Participants Small participant base
23rd
Percentile by assets National rank
$77,382
Avg per participant Below avg balance/head
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Official DOL plan name: Hodges Hanei Corporation Retirement Plan · Sponsored by Hodges Hanei Corporation · Arizona · Healthcare & Social Assistance

$929K in assets, 12 participants

Hodges Hanei Corporation's Hodges Hanei Corporation Retirement Plan reported $929K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,306 in Healthcare & Social Assistance (17,684 peers)

Hodges Hanei Corporation multi-year trail

Hodges Hanei Corporation's plans moved +117.2% in assets from 2022 to 2024; this filing shows Hodges Hanei Corporation Retirement Plan at $929K / 12 participants.

#3,306
in Healthcare & Social Assistance (17,684 peers)
+49.2%
assets growth YoY

Hodges Hanei Corporation Retirement Plan among the smaller filed plans by assets

Hodges Hanei Corporation Retirement Plan vs every filed plan by assets

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

$928,579 23rd percentile higher than 23% 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

Hodges Hanei Corporation Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hodges Hanei Corporation Retirement Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hodges Hanei Corporation Retirement Plan reported net income rose from $14K in the plan year 2022 filing to $306K in the plan year 2023 filing.
  • Hodges Hanei Corporation Retirement Plan end-of-year assets rose from $623K in the plan year 2022 filing to $929K in the plan year 2023 filing.
  • Hodges Hanei Corporation Retirement Plan reported participants rose from 10 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 824608900 · Hodges Hanei Corporation PY 2023 · Profit Sharing

Hodges Hanei Corporation Retirement Plan · $929K · 12 · 23rd

  • PART $929K
  • TYPE 12
  • NET 23rd
  • BOOK Profit Sharing
  • VS-ST near David C. Niebergall, D.D.S., Inc. Profit Sharing Plan
  • BOY ind #3306

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Hodges Hanei Corporation Retirement Plan in the asset neighbourhood

Hodges Hanei Corporation Retirement PlanHodges Hanei Corporation Ret…$929KDavid C. Niebergall, D.D.S., Inc. Profit Sharing PlanDavid C. Niebergall, D.D.S.,…$929KDbpsm Inc. Retirement Plan$929KRobert R. Serpe, PC Profit Sharng PlanRobert R. Serpe, PC Profit S…$929KJose R. Miranda Rivera Profit Sharing Retirement PlanJose R. Miranda Rivera Profi…$928K
End-of-year total assets ($M) among Hodges Hanei Corporation Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Hodges Hanei Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Hodges Hanei Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 117.19999871499157% vs 2022
2024 filing year
$0.5M$1M$1.5M 202220232024 $0.62M $1.35M ▲ +117.7%
Year Plans Participants Total Assets
2022 1 10 $623K
2023 1 12 $929K
2024 1 10 $1M

Hodges Hanei Corporation filing trail (2023)

Total Assets (Beginning of Year)$623K
Net Assets (End of Year)$929K
Net Income$306K
Employer EIN824608900
Plan Effective Date2018-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Hodges Hanei Corporation Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Hodges Hanei Corporation Retirement Plan, Total assets ($M): 0.928579 · Participants: 12Hodges Hanei Corporation Retirement PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Hodges Hanei Corporation Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants

Hodges Hanei Corporation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is David C. Niebergall, D.D.S., Inc. Profit Sharing Plan in CA ($929K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Hodges Hanei Corporation Retirement Plan assets move in 2023?
Hodges Hanei Corporation Retirement Plan surged - up 49.2% during 2023, from $623K to $929K. Reported net income was $306K.
How have Hodges Hanei Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Hodges Hanei Corporation's sponsor-wide assets grew 117.2%, from $623K to $1M.
Where does Hodges Hanei Corporation Retirement Plan rank by assets among Form 5500 filers?
Hodges Hanei Corporation Retirement Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Hodges Hanei Corporation Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is David C. Niebergall, D.D.S., Inc. Profit Sharing Plan in CA ($929K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Hodges Hanei Corporation Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (12 participants, $389K in assets).