401(k) · DOL Form 5500 · 2023

South32 Hermosa Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 111
Participants Small participant base: 61st
Percentile by assets National rank: $98,957
Avg per participant Below avg balance/head

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Official DOL plan name: South32 Hermosa Inc. 401(k) Plan · Sponsored by South32 Hermosa Inc. · Arizona · Mining & Oil Extraction

$11M in assets, 111 participants

South32 Hermosa Inc.'s South32 Hermosa Inc. 401(k) Plan reported $11M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

#321 in Mining & Oil Extraction (811 peers)

Coverage in Arizona

South32 Hermosa Inc. 401(k) Plan covers 111 participants in Arizona, about 20% of the average Arizona filer (state average ~564 per filing). Assets: $11M.

#321
in Mining & Oil Extraction (811 peers): +62.5%
assets growth YoY

South32 Hermosa Inc. 401(k) Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

South32 Hermosa Inc. 401(k) Plan vs every filed plan by assets

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

$10,984,282 Top 39% higher than 61% 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

South32 Hermosa Inc. 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. South32 Hermosa Inc. 401(k) Plan sits mid-pack in the medium band (111 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%)

EBSA filing schedule strip

Filing strip 980477780 · South32 Hermosa Inc. PY 2023 · 401(k)

South32 Hermosa Inc. 401(k) Plan · $11M · 111 · 61st

VS-ST $11M
BOY 111
SCH 61st
EBSA 401(k)
PART near Ovs 401(k) Retirement Plan
TYPE ind #321

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 Mining & Oil Extraction retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among South32 Hermosa Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$11M
Net Income	$4M
Employer EIN	980477780
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (South32 Hermosa Inc.)

Latest sponsor-wide plan assets: $17M 53.806266080932744% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	111	$11M
2024	1	156	$17M

Nearby 401(k) Plans in Arizona

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

South32 Hermosa Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare South32 Hermosa Inc. 401(k) Plan side-by-side with 3 peers →

South32 Hermosa Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Ovs 401(k) Retirement Plan in WA ($11M); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Ovs 401(k) Retirement Plan (WA) $11M · 332
Dennis Dillon Auto Park & Truck Center 401(k) Profit Sharing Plan (ID) $11M · 264
Spur Energy Partners LLC 401(k) Plan (TX) $11M · 153
Emi Corporation 401(k) Profit Sharing Plan (OH) $11M · 121

Similar participant headcount

Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.

Reliable Appliance Installation Inc. 401(k) Plan (OH) 111 · 0 off
Knowles Enterprises, LLC 401(k) Plan (CO) 111 · 0 off
Supply Chain Services, LLC 401(k) Profit Sharing Plan (MN) 111 · 0 off
Mclean Mortgage Corp. 401(k) Plan (VA) 111 · 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 South32 Hermosa Inc. 401(k) Plan assets move in 2023? ▼

South32 Hermosa Inc. 401(k) Plan surged - up 62.5% during 2023, from $7M to $11M. Reported net income was $4M.

How have South32 Hermosa Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), South32 Hermosa Inc.'s sponsor-wide assets grew 53.8%, from $11M to $17M.

Which 401(k) plans are similar in size to South32 Hermosa Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ovs 401(k) Retirement Plan in WA ($11M, 332 participants).

Which 401(k) plans cover a similar participant headcount to South32 Hermosa Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants, $3M 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 980477780.