401(k) · DOL Form 5500 · 2024

Hinkle Shanor LLP 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
69
Participants Small participant base
82nd
Percentile by assets National rank
$603,388
Avg per participant High balance/head
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Official DOL plan name: Hinkle Shanor LLP Salary Savings Plan and Trust · Sponsored by Hinkle Shanor LLP · New Mexico · Professional & Technical Services

$42M in assets, 69 participants

Hinkle Shanor LLP's Hinkle Shanor LLP Salary Savings Plan and Trust reported $42M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,630 in Professional & Technical Services (20,173 peers)

Where Hinkle Shanor LLP Salary Savings Plan and Trust sits by assets

Hinkle Shanor LLP Salary Savings Plan and Trust sits in the top quartile of all filed plans by assets, $42M for 69 participants (~$603,388/participant), up 3.2% in 2024.

#16,630
in Professional & Technical Services (20,173 peers)
+3.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hinkle Shanor LLP Salary Savings Plan and Trust's outsized position by total assets

Hinkle Shanor LLP Salary Savings Plan and Trust vs every filed plan by assets

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

$41,633,792 Top 18% higher than 82% 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

Hinkle Shanor LLP Salary Savings Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hinkle Shanor LLP Salary Savings Plan and Trust is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hinkle Shanor LLP Salary Savings Plan and Trust reported net income rose from -$145K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Hinkle Shanor LLP Salary Savings Plan and Trust reported participants fell from 80 in the plan year 2023 filing to 69 in the plan year 2024 filing.
  • Hinkle Shanor LLP Salary Savings Plan and Trust end-of-year assets rose from $40M in the plan year 2023 filing to $42M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 850209352 · Hinkle Shanor LLP PY 2024 · 401(k)

Hinkle Shanor LLP Salary Savings Plan and Trust · $42M · 69 · 82nd

  • VS-ST $42M
  • BOY 69
  • SCH 82nd
  • EBSA 401(k)
  • PART near J. D. Byrider 401(k) Plan
  • TYPE ind #16630

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 New Mexico →

Hinkle Shanor LLP Salary Savings Plan and Trust in the asset neighbourhood

Rain Cii Carbon LLC Salaried Employees 401(k) PlanRain Cii Carbon LLC Salaried…$42MLge Community Credit Union 401(k) Plan and TrustLge Community Credit Union 4…$42MAstrazeneca Savings and Security Plan for Puerto Rico EmployeesAstrazeneca Savings and Secu…$42MHinkle Shanor LLP Salary Savings Plan and TrustHinkle Shanor LLP Salary Sav…$42MJ. D. Byrider 401(k) Plan$42M
End-of-year total assets ($M) among Hinkle Shanor LLP Salary Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$42M
Net Income$1M
Employer EIN850209352
Plan Effective Date1987-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hinkle Shanor LLP)

Sponsor-wide plan assets over time

All Hinkle Shanor LLP plans reported in each filing year

Latest sponsor-wide plan assets
$42M 2.8036137944698716% vs 2022
2024 filing year
$40M$40.5M$41M$41.5M$42M 202220232024 $40.5M $41.6M ▲ +2.8%
Year Plans Participants Total Assets
2022 1 79 $40M
2023 1 80 $40M
2024 1 69 $42M

Nearby 401(k) Plans in New Mexico

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

Hinkle Shanor LLP Salary Savings Plan and Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Hinkle Shanor LLP Salary Savings Plan and Trust, Total assets ($B): 0.041633792 · Participants: 69Hinkle Shanor LLP Salary Savings Plan and TrustNtess Savings and Income Plan, Total assets ($B): 7.248575896 · Participants: 15926Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.492057254 · Participants: 11744Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.899933857 · Participants: 2058Triad 401(k) Savings PlanTxnm Energy, Inc. Retirement Savings Plan, Total assets ($B): 0.826572097 · Participants: 1631Txnm Energy, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.647938985 · Participants: 2218Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Hinkle Shanor LLP Salary Savings Plan and Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Hinkle Shanor LLP Salary Savings Plan and Trust side-by-side with 3 peers →

Hinkle Shanor LLP Salary Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is J. D. Byrider 401(k) Plan in IN ($42M); by covered participants it is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Hinkle Shanor LLP Salary Savings Plan and Trust assets move in 2024? ▼
Hinkle Shanor LLP Salary Savings Plan and Trust edged up modestly - up 3.2% during 2024, from $40M to $42M. Reported net income was $1M.
How have Hinkle Shanor LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hinkle Shanor LLP's sponsor-wide assets grew 2.8%, from $40M to $42M.
Where does Hinkle Shanor LLP Salary Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Hinkle Shanor LLP Salary Savings Plan and Trust ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hinkle Shanor LLP Salary Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is J. D. Byrider 401(k) Plan in IN ($42M, 458 participants).
Which 401(k) plans cover a similar participant headcount to Hinkle Shanor LLP Salary Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants, $2M 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 850209352.

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.