401(k) · DOL Form 5500 · 2023

Hawthorne Fbo Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
264
Participants Below avg headcount
56th
Percentile by assets National rank
$34,314
Avg per participant Low balance/head
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Official DOL plan name: Hawthorne Holdings 401(k) Plan · Sponsored by Hawthorne Fbo Holdings, LLC · Texas · Transportation & Warehousing

$9M in assets, 264 participants

Hawthorne Fbo Holdings, LLC's Hawthorne Holdings 401(k) Plan reported $9M in total assets and 264 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,923 in Transportation & Warehousing (3,362 peers)

Coverage in Texas

Hawthorne Holdings 401(k) Plan covers 264 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#1,923
in Transportation & Warehousing (3,362 peers)
-11.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hawthorne Holdings 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Hawthorne Holdings 401(k) Plan vs every filed plan by assets

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

$9,058,968 Top 44% higher than 56% 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

Hawthorne Holdings 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. Hawthorne Holdings 401(k) Plan sits mid-pack in the medium band (264 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hawthorne Holdings 401(k) Plan reported participants rose from 171 in the plan year 2022 filing to 264 in the plan year 2023 filing.
  • Hawthorne Holdings 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Hawthorne Holdings 401(k) Plan end-of-year assets fell from $10M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 273979983 · Hawthorne Fbo Holdings, LLC PY 2023 · 401(k)

Hawthorne Holdings 401(k) Plan · $9M · 264 · 56th

  • NET $9M
  • BOOK 264
  • VS-ST 56th
  • BOY 401(k)
  • SCH near Olgoonik Development Sca 401(k) Plan
  • EBSA ind #1923

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Hawthorne Holdings 401(k) Plan in the asset neighbourhood

Hawthorne Holdings 401(k) PlanHawthorne Holdings 401(k) Pl…$9MOlgoonik Development Sca 401(k) PlanOlgoonik Development Sca 401…$9MPalmer Companies 401(k) Retirement PlanPalmer Companies 401(k) Reti…$9MIndependent Beverage Company, LLC 401(k) PlanIndependent Beverage Company…$9MEdko, L.L.C. 401(k) Profit Sharing PlanEdko, L.L.C. 401(k) Profit S…$9M
End-of-year total assets ($M) among Hawthorne Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN273979983
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawthorne Fbo Holdings, LLC)

Sponsor-wide plan assets over time

All Hawthorne Fbo Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 38.393002203122045% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $10.2M $6.28M ▼ -38.4%
Year Plans Participants Total Assets
2022 1 171 $10M
2023 1 264 $9M
2024 1 191 $6M

Nearby 401(k) Plans in Texas

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

Hawthorne Holdings 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hawthorne Holdings 401(k) Plan, Total assets ($B): 0.009058968 · Participants: 264Hawthorne Holdings 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Hawthorne Holdings 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Hawthorne Holdings 401(k) Plan side-by-side with 3 peers →

Hawthorne Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Olgoonik Development Sca 401(k) Plan in AK ($9M); by covered participants it is Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan in CO (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 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 Hawthorne Holdings 401(k) Plan assets move in 2023? ▼
Hawthorne Holdings 401(k) Plan pulled back noticeably - down 11.1% during 2023, from $10M to $9M. Reported net income was -$1M.
How have Hawthorne Fbo Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawthorne Fbo Holdings, LLC's sponsor-wide assets declined 38.4%, from $10M to $6M.
Which 401(k) plans are similar in size to Hawthorne Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Olgoonik Development Sca 401(k) Plan in AK ($9M, 330 participants).
Which 401(k) plans cover a similar participant headcount to Hawthorne Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan in CO (264 participants, $4M 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 273979983.

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.