401(k) · DOL Form 5500 · 2023

Hampton Vance Advisory, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Hampton Vance Advisory, Inc. 401(k) Plan · Sponsored by Hampton Vance Advisory, Inc. · North Carolina · Professional & Technical Services

$2M in assets, 1 participants

Hampton Vance Advisory, Inc.'s Hampton Vance Advisory, Inc. 401(k) Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,370 in Professional & Technical Services (20,321 peers)

Hampton Vance Advisory, Inc. multi-year trail

Hampton Vance Advisory, Inc.'s plans moved +25.2% in assets from 2022 to 2024; this filing shows Hampton Vance Advisory, Inc. 401(k) Plan at $2M / 1 participant.

#5,370
in Professional & Technical Services (20,321 peers)
+17.2%
assets growth YoY

Hampton Vance Advisory, Inc. 401(k) Plan among the smaller filed plans by assets

Hampton Vance Advisory, Inc. 401(k) Plan vs every filed plan by assets

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

$1,999,744 30th percentile higher than 30% 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

Hampton Vance Advisory, Inc. 401(k) 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. Hampton Vance Advisory, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hampton Vance Advisory, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 461244737 · Hampton Vance Advisory, Inc. PY 2023 · 401(k)

Hampton Vance Advisory, Inc. 401(k) Plan · $2M · 1 · 30th

  • ASSETS $2M
  • ASSETS 1
  • ASSETS 30th
  • ASSETS 401(k)
  • ASSETS near Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan
  • ASSETS ind #5370

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Hampton Vance Advisory, Inc. 401(k) Plan in the asset neighbourhood

Hampton Vance Advisory, Inc. 401(k) PlanHampton Vance Advisory, Inc.…$2MSociety of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) PlanSociety of St. Vincent Depau…$2MLisa Lau & Company, Inc. 401(k) Profit Sharing PlanLisa Lau & Company, Inc. 401…$2MWenrich Painting, Inc. Retirement Savings PlanWenrich Painting, Inc. Retir…$2MVensana Capital Management, LLC 401(k) PlanVensana Capital Management, …$2M
End-of-year total assets ($M) among Hampton Vance Advisory, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hampton Vance Advisory, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hampton Vance Advisory, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 25.207912054943982% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $1.71M $2.14M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Hampton Vance Advisory, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$293K
Employer EIN461244737
Plan Effective Date2012-10-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Hampton Vance Advisory, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Hampton Vance Advisory, Inc. 401(k) Plan, Total assets ($B): 0.001999744 · Participants: 1Hampton Vance Advisory, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Hampton Vance Advisory, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Hampton Vance Advisory, Inc. 401(k) Plan side-by-side with 3 peers →

Hampton Vance Advisory, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan in OH ($2M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Hampton Vance Advisory, Inc. 401(k) Plan assets move in 2023? ▼
Hampton Vance Advisory, Inc. 401(k) Plan grew sharply - up 17.2% during 2023, from $2M to $2M. Reported net income was $293K.
How have Hampton Vance Advisory, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hampton Vance Advisory, Inc.'s sponsor-wide assets grew 25.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Hampton Vance Advisory, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Society of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) Plan in OH ($2M, 269 participants).
Which 401(k) plans cover a similar participant headcount to Hampton Vance Advisory, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 461244737.

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.