401(k) · DOL Form 5500 · 2023

Hodge Insurance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$459K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$229,516
Avg per participant Above avg balance/head
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Official DOL plan name: Hodge Investments and Insurance Group Retirement Plan · Sponsored by Hodge Insurance Group, Inc. · Illinois · Finance & Insurance

$459K in assets, 2 participants

Hodge Insurance Group, Inc.'s Hodge Investments and Insurance Group Retirement Plan reported $459K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #928 in Finance & Insurance (8,869 peers)

Hodge Insurance Group, Inc. multi-year trail

Hodge Insurance Group, Inc.'s plans moved +168.8% in assets from 2022 to 2024; this filing shows Hodge Investments and Insurance Group Retirement Plan at $459K / 2 participants.

#928
in Finance & Insurance (8,869 peers)
+237.5%
assets growth YoY

Hodge Investments and Insurance Group Retirement Plan among the smaller filed plans by assets

Hodge Investments and Insurance Group Retirement Plan vs every filed plan by assets

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

$459,032 17th percentile higher than 17% 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

Hodge Investments and Insurance Group Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hodge Investments and Insurance Group Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hodge Investments and Insurance Group Retirement Plan reported net income rose from -$70K in the plan year 2022 filing to $323K in the plan year 2023 filing.
  • Hodge Investments and Insurance Group Retirement Plan end-of-year assets rose from $136K in the plan year 2022 filing to $459K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 831153358 · Hodge Insurance Group, Inc. PY 2023 · 401(k)

Hodge Investments and Insurance Group Retirement Plan · $459K · 2 · 17th

  • ASSETS $459K
  • ASSETS 2
  • ASSETS 17th
  • ASSETS 401(k)
  • ASSETS near Consumer Construction of N. Virginia Inc. 401(k) Plan
  • ASSETS ind #928

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 Finance & Insurance retirement plans → · Plans in Illinois →

Hodge Investments and Insurance Group Retirement Plan in the asset neighbourhood

Hodge Investments and Insurance Group Retirement PlanHodge Investments and Insura…$459KConsumer Construction of N. Virginia Inc. 401(k) PlanConsumer Construction of N. …$459KGtm Partners, Inc. 401(k) PlanGtm Partners, Inc. 401(k) Pl…$459KTriumph Protection Grp, Inc. 401(k) PlanTriumph Protection Grp, Inc.…$459KSmall Axe Films, Inc. 401(k) Profit Sharing PlanSmall Axe Films, Inc. 401(k)…$459K
End-of-year total assets ($M) among Hodge Investments and Insurance Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hodge Insurance Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hodge Insurance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$366K 168.8332218194652% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.14M $0.37M ▲ +164.3%
Year Plans Participants Total Assets
2022 1 2 $136K
2023 1 2 $459K
2024 1 5 $366K

Hodge Insurance Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$136K
Net Assets (End of Year)$459K
Net Income$323K
Employer EIN831153358
Plan Effective Date2018-07-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Hodge Investments and Insurance Group Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Hodge Investments and Insurance Group Retirement Plan, Total assets ($B): 0.000459032 · Participants: 2Hodge Investments and Insurance Group Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Hodge Investments and Insurance Group Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Hodge Investments and Insurance Group Retirement Plan side-by-side with 3 peers →

Hodge Investments and Insurance Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA ($459K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Hodge Investments and Insurance Group Retirement Plan assets move in 2023? ▼
Hodge Investments and Insurance Group Retirement Plan surged - up 237.5% during 2023, from $136K to $459K. Reported net income was $323K.
How have Hodge Insurance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hodge Insurance Group, Inc.'s sponsor-wide assets grew 168.8%, from $136K to $366K.
Where does Hodge Investments and Insurance Group Retirement Plan rank by assets among Form 5500 filers? ▼
Hodge Investments and Insurance Group Retirement Plan ranks in the 17th 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 401(k) plans are similar in size to Hodge Investments and Insurance Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA ($459K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Hodge Investments and Insurance Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 831153358.

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.