401(k) · DOL Form 5500 · 2024

Henry Resources, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
33
Participants Small participant base
70th
Percentile by assets National rank
$584,573
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Henry Resources 401(k) Profit Sharing Plan · Sponsored by Henry Resources, LLC · Texas · Mining & Oil Extraction

$19M in assets, 33 participants

Henry Resources, LLC's Henry Resources 401(k) Profit Sharing Plan reported $19M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #408 in Mining & Oil Extraction (785 peers)

Henry Resources, LLC multi-year trail

Henry Resources, LLC's plans moved +44.6% in assets from 2022 to 2024; this filing shows Henry Resources 401(k) Profit Sharing Plan at $19M / 33 participants.

#408
in Mining & Oil Extraction (785 peers)
+16.5%
assets growth YoY

Henry Resources 401(k) Profit Sharing Plan's outsized position by total assets

Henry Resources 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,290,903 Top 30% higher than 70% 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

Henry Resources 401(k) Profit Sharing 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. Henry Resources 401(k) Profit Sharing Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Henry Resources 401(k) Profit Sharing Plan reported participants fell from 47 in the plan year 2023 filing to 33 in the plan year 2024 filing.
  • Henry Resources 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Henry Resources 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 261541032 · Henry Resources, LLC PY 2024 · 401(k)

Henry Resources 401(k) Profit Sharing Plan · $19M · 33 · 70th

  • ASSETS $19M
  • PCT 33
  • EIN 70th
  • RANK 401(k)
  • PHOTO near Herzfeld & Rubin, P.C. Employees 401(k) Plan
  • IND ind #408

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 Texas →

Henry Resources 401(k) Profit Sharing Plan in the asset neighbourhood

Henry Resources 401(k) Profit Sharing PlanHenry Resources 401(k) Profi…$19MHerzfeld & Rubin, P.C. Employees 401(k) PlanHerzfeld & Rubin, P.C. Emplo…$19MWittmann USA Inc.$19MCapitol Auto Group 401(k) Profit Sharing PlanCapitol Auto Group 401(k) Pr…$19MJack Schmitt Family of Dealerships, Inc. 401(k) PlanJack Schmitt Family of Deale…$19M
End-of-year total assets ($M) among Henry Resources 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Henry Resources, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Henry Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 44.61072525068434% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.3M $19.3M ▲ +44.6%
Year Plans Participants Total Assets
2022 1 48 $13M
2023 1 47 $17M
2024 1 33 $19M

Henry Resources, LLC filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN261541032
Plan Effective Date2008-07-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Henry Resources 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Henry Resources 401(k) Profit Sharing Plan, Total assets ($B): 0.019290903 · Participants: 33Henry Resources 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Henry Resources 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Henry Resources 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Herzfeld & Rubin, P.C. Employees 401(k) Plan in NY ($19M); by covered participants it is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Henry Resources 401(k) Profit Sharing Plan assets move in 2024?
Henry Resources 401(k) Profit Sharing Plan grew sharply - up 16.5% during 2024, from $17M to $19M. Reported net income was $3M.
How have Henry Resources, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Henry Resources, LLC's sponsor-wide assets grew 44.6%, from $13M to $19M.
Which 401(k) plans are similar in size to Henry Resources 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Herzfeld & Rubin, P.C. Employees 401(k) Plan in NY ($19M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Henry Resources 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants, N/A in assets).