401(k) · DOL Form 5500 · 2023

Humphrey & Associates, Inc. 401(k) Plan

Data updated 2026-08-11

$44M
Total assets
414
Participants
84th
Percentile by assets
$106,906
Avg per participant
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Official DOL plan name: Humphrey & Associates, Inc. 401(k) Plan · Sponsored by Humphrey & Associates, Inc. · Texas · Construction

$44M in assets, 414 participants

Humphrey & Associates, Inc.'s Humphrey & Associates, Inc. 401(k) Plan reported $44M in total assets and 414 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 127,072 plans)
  • #7,419 in Construction (9,030 peers)

Where Humphrey & Associates, Inc. 401(k) Plan sits by assets

Humphrey & Associates, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $44M for 414 participants (~$106,906/participant), up 15.6% in 2023.

$44M
total plan assets (2023 EOY)
414
covered participants
84th
percentile by assets (of 127,072 plans)
$106,906
avg assets per participant

Where Humphrey & Associates, Inc. 401(k) Plan sits by total assets

Humphrey & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$44,259,223 Top 16% higher than 84% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Humphrey & Associates, Inc. 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Humphrey & Associates, Inc. 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Humphrey & Associates, Inc. 401(k) Plan reported participants fell from 430 in the plan year 2022 filing to 414 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Texas
Industry
Construction

Humphrey & Associates, Inc. 401(k) Plan vs the 2023 asset distribution

By assets, Humphrey & Associates, Inc. 401(k) Plan outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$44M
Net Income$6M
Employer EIN741907160
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Humphrey & Associates, Inc.)

$40M$50M$60M$70M 202220232024 $45.4M $59.4M ▲ +30.8%
Total plan assets by year, all Humphrey & Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 2 806 $45M
2023 4 1,175 $63M
2024 2 790 $59M

Nearby 401(k) Plans in Texas

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

Humphrey & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Humphrey & Associate…, Total assets ($B): 0.044259223 · Participants: 414Humphrey & Associate…AT&T Retirement Savi…, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, I…Dell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Humphrey & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Humphrey & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Humphrey & Associates, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Humphrey & Associates, Inc. 401(k) Plan assets move in 2023? ▼
Humphrey & Associates, Inc. 401(k) Plan grew sharply - up 15.6% during 2023, from $38M to $44M. Reported net income was $6M.
How have Humphrey & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Humphrey & Associates, Inc.'s sponsor-wide assets grew 30.8%, from $45M to $59M.
Where does Humphrey & Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Humphrey & Associates, Inc. 401(k) Plan ranks in the 84th 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 Humphrey & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Xactly Corporation 401(k) Plan in CA ($44M, 455 participants).

Next read for Humphrey & Associates, Inc. 401(k) Plan

Scale reading

Ways to act on Humphrey & Associates, Inc. 401(k) Plan's numbers.

  • By total assets, Humphrey & Associates, Inc. 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
  • Humphrey & Associates, Inc.'s sponsor-wide assets have grown 30.8% since 2022 across 3 plan years on file. More Construction plans

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 741907160.

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.