401(k) · DOL Form 5500 · 2024

Hill Wealth Management, LLC 401(k) Plan

Data updated 2026-08-25

$853K
Total assets Small plan by assets
14
Participants Small participant base
22nd
Percentile by assets National rank
$60,911
Avg per participant Low balance/head
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Official DOL plan name: Hill Wealth Management, LLC 401(k) Plan · Sponsored by Hill Wealth Management, LLC · Alabama · Finance & Insurance

$853K in assets, 14 participants

Hill Wealth Management, LLC's Hill Wealth Management, LLC 401(k) Plan reported $853K in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,045 in Finance & Insurance (8,549 peers)

Hill Wealth Management, LLC multi-year trail

Hill Wealth Management, LLC's plans moved +38.7% in assets from 2022 to 2024; this filing shows Hill Wealth Management, LLC 401(k) Plan at $853K / 14 participants.

#1,045
in Finance & Insurance (8,549 peers)
+10.3%
assets growth YoY

Hill Wealth Management, LLC 401(k) Plan among the smaller filed plans by assets

Hill Wealth Management, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$852,752 22nd percentile higher than 22% of 123,620 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 2024

Hill Wealth Management, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hill Wealth Management, LLC 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hill Wealth Management, LLC 401(k) Plan reported net income fell from $159K in the plan year 2023 filing to $80K in the plan year 2024 filing.
  • Hill Wealth Management, LLC 401(k) Plan reported participants rose from 11 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • Hill Wealth Management, LLC 401(k) Plan end-of-year assets rose from $773K in the plan year 2023 filing to $853K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 452345688 · Hill Wealth Management, LLC PY 2024 · 401(k)

Hill Wealth Management, LLC 401(k) Plan · $853K · 14 · 22nd

  • IND $853K
  • IND 14
  • IND 22nd
  • IND 401(k)
  • IND near Rc International Corporation 401(k) Plan
  • IND ind #1045

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 Alabama →

Hill Wealth Management, LLC 401(k) Plan in the asset neighbourhood

Hill Wealth Management, LLC 401(k) PlanHill Wealth Management, LLC …$853KRc International Corporation 401(k) PlanRc International Corporation…$853KM.J.T. Incorporated 401(k) PlanM.J.T. Incorporated 401(k) P…$853KR. Carrie Insurance Agency, Inc. 401(k) PlanR. Carrie Insurance Agency, …$853KIntrepid Solutions Retirement PlanIntrepid Solutions Retiremen…$853K
End-of-year total assets ($M) among Hill Wealth Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hill Wealth Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Hill Wealth Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$853K 38.749556620750475% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.61M $0.85M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 9 $615K
2023 1 11 $773K
2024 1 14 $853K

Hill Wealth Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$773K
Net Assets (End of Year)$853K
Net Income$80K
Employer EIN452345688
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Hill Wealth Management, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Hill Wealth Management, LLC 401(k) Plan, Total assets ($B): 0.000852752 · Participants: 14Hill Wealth Management, LLC 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Hill Wealth Management, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Hill Wealth Management, LLC 401(k) Plan side-by-side with 3 peers →

Hill Wealth Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Rc International Corporation 401(k) Plan in CO ($853K); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($853K here).

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hill Wealth Management, LLC 401(k) Plan assets move in 2024? ▼
Hill Wealth Management, LLC 401(k) Plan grew at a solid clip - up 10.3% during 2024, from $773K to $853K. Reported net income was $80K.
How have Hill Wealth Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hill Wealth Management, LLC's sponsor-wide assets grew 38.7%, from $615K to $853K.
Where does Hill Wealth Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Hill Wealth Management, LLC 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Hill Wealth Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rc International Corporation 401(k) Plan in CO ($853K, 16 participants).
Which 401(k) plans cover a similar participant headcount to Hill Wealth Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 452345688.

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.