401(k) · DOL Form 5500 · 2024

Hamby & Aloisio, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
19
Participants Small participant base
29th
Percentile by assets National rank
$105,469
Avg per participant Below avg balance/head
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Official DOL plan name: Hamby & Aloisio, Inc. 401(k) Plan · Sponsored by Hamby & Aloisio, Inc. · Georgia · Finance & Insurance

$2M in assets, 19 participants

Hamby & Aloisio, Inc.'s Hamby & Aloisio, Inc. 401(k) Plan reported $2M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,581 in Finance & Insurance (8,549 peers)

Hamby & Aloisio, Inc. multi-year trail

Hamby & Aloisio, Inc.'s plans moved +45.5% in assets from 2022 to 2024; this filing shows Hamby & Aloisio, Inc. 401(k) Plan at $2M / 19 participants.

#1,581
in Finance & Insurance (8,549 peers)
+13.5%
assets growth YoY

Hamby & Aloisio, Inc. 401(k) Plan among the smaller filed plans by assets

Hamby & Aloisio, Inc. 401(k) Plan vs every filed plan by assets

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

$2,003,916 29th percentile higher than 29% 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

Hamby & Aloisio, Inc. 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. Hamby & Aloisio, Inc. 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hamby & Aloisio, Inc. 401(k) Plan reported net income fell from $387K in the plan year 2023 filing to $239K in the plan year 2024 filing.
  • Hamby & Aloisio, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Hamby & Aloisio, Inc. 401(k) Plan reported participants rose from 18 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 581246644 · Hamby & Aloisio, Inc. PY 2024 · 401(k)

Hamby & Aloisio, Inc. 401(k) Plan · $2M · 19 · 29th

  • VS-ST $2M
  • VS-ST 19
  • VS-ST 29th
  • VS-ST 401(k)
  • VS-ST near Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan
  • VS-ST ind #1581

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 Georgia →

Hamby & Aloisio, Inc. 401(k) Plan in the asset neighbourhood

Hamby & Aloisio, Inc. 401(k) PlanHamby & Aloisio, Inc. 401(k)…$2MLaw Office of David J. Berney, P.C. 401(k) Profit Sharing PlanLaw Office of David J. Berne…$2MStrato Transit Components, LLC Savings PlanStrato Transit Components, L…$2MMansfield & Robbins Plumbing 401(k) PlanMansfield & Robbins Plumbing…$2MShindler Neff LLP Self-Employed Retired PlanShindler Neff LLP Self-Emplo…$2M
End-of-year total assets ($M) among Hamby & Aloisio, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hamby & Aloisio, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hamby & Aloisio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 45.45583880146333% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.38M $2M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 21 $1M
2023 1 18 $2M
2024 1 19 $2M

Hamby & Aloisio, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$239K
Employer EIN581246644
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Hamby & Aloisio, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Hamby & Aloisio, Inc. 401(k) Plan, Total assets ($B): 0.002003916 · Participants: 19Hamby & Aloisio, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Hamby & Aloisio, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Hamby & Aloisio, Inc. 401(k) Plan side-by-side with 3 peers →

Hamby & Aloisio, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan in PA ($2M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Hamby & Aloisio, Inc. 401(k) Plan assets move in 2024? ▼
Hamby & Aloisio, Inc. 401(k) Plan grew at a solid clip - up 13.5% during 2024, from $2M to $2M. Reported net income was $239K.
How have Hamby & Aloisio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hamby & Aloisio, Inc.'s sponsor-wide assets grew 45.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Hamby & Aloisio, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Law Office of David J. Berney, P.C. 401(k) Profit Sharing Plan in PA ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Hamby & Aloisio, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K 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 581246644.

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.