401(k) · DOL Form 5500 · 2023

Hodges Capital Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
22
Participants Small participant base
76th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust · Sponsored by Hodges Capital Holdings, Inc. · Texas · Finance & Insurance

$24M in assets, 22 participants

Hodges Capital Holdings, Inc.'s Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust reported $24M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,625 in Finance & Insurance (8,869 peers)

Where Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust sits by assets

Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust sits in the top quartile of all filed plans by assets, $24M for 22 participants (~$1.1M/participant), up 20.8% in 2023.

#5,625
in Finance & Insurance (8,869 peers)
+20.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust's outsized position by total assets

Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust vs every filed plan by assets

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

$24,011,633 Top 24% higher than 76% 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 Capital Holdings, Inc. Profit Sharing Savings Plan & Trust 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 Capital Holdings, Inc. Profit Sharing Savings Plan & Trust is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752278916 · Hodges Capital Holdings, Inc. PY 2023 · 401(k)

Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust · $24M · 22 · 76th

  • 5500 $24M
  • ASSETS 22
  • PCT 76th
  • EIN 401(k)
  • RANK near Offerup, Inc. 401(k) Plan
  • PHOTO ind #5625

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 Texas →

Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust in the asset neighbourhood

Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & TrustHodges Capital Holdings, Inc…$24MOfferup, Inc. 401(k) Plan$24MH. J. Martin & Son, Inc. Profit Sharing and Retirement Savings PlanH. J. Martin & Son, Inc. Pro…$24MMerit Capital Partners 401(k) Profit Sharing PlanMerit Capital Partners 401(k…$24MCar Toys & Wireless Advocates 401(k) PlanCar Toys & Wireless Advocate…$24M
End-of-year total assets ($M) among Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN752278916
Plan Effective Date1990-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hodges Capital Holdings, Inc.)

Sponsor-wide plan assets over time

All Hodges Capital Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 49.396223510543464% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.9M $29.7M ▲ +49.4%
Year Plans Participants Total Assets
2022 1 22 $20M
2023 1 22 $24M
2024 1 23 $30M

Nearby 401(k) Plans in Texas

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

Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust, Total assets ($B): 0.024011633 · Participants: 22Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & TrustAT&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
Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust side-by-side with 3 peers →

Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Offerup, Inc. 401(k) Plan in WA ($24M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Capital Holdings, Inc. Profit Sharing Savings Plan & Trust assets move in 2023? ▼
Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust grew sharply - up 20.8% during 2023, from $20M to $24M. Reported net income was $4M.
How have Hodges Capital Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hodges Capital Holdings, Inc.'s sponsor-wide assets grew 49.4%, from $20M to $30M.
Where does Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust rank by assets among Form 5500 filers? ▼
Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Offerup, Inc. 401(k) Plan in WA ($24M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K 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 752278916.

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.