401(k) · DOL Form 5500 · 2024

Jeffrey J. Hepworth, PA 401(k) Plan

Data updated 2026-08-25

$659K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$164,850
Avg per participant Above avg balance/head
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Official DOL plan name: Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan · Sponsored by Jeffrey J. Hepworth, PA · Idaho · Professional & Technical Services

$659K in assets, 4 participants

Jeffrey J. Hepworth, PA's Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan reported $659K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,060 in Professional & Technical Services (20,173 peers)

Jeffrey J. Hepworth, PA multi-year trail

Jeffrey J. Hepworth, PA's plans moved +66.3% in assets from 2022 to 2024; this filing shows Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan at $659K / 4 participants.

#3,060
in Professional & Technical Services (20,173 peers)
+25.7%
assets growth YoY

Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$659,398 20th percentile higher than 20% 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

Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan end-of-year assets rose from $525K in the plan year 2023 filing to $659K in the plan year 2024 filing.
  • Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan reported net income rose from $128K in the plan year 2023 filing to $135K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 820516437 · Jeffrey J. Hepworth, PA PY 2024 · 401(k)

Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan · $659K · 4 · 20th

  • SCH $659K
  • EBSA 4
  • PART 20th
  • TYPE 401(k)
  • NET near Brewer Search, Inc. 401(k) Plan
  • BOOK ind #3060

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 Idaho →

Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan in the asset neighbourhood

Jeffrey J. Hepworth, PA. 401(k) Profit Sharing PlanJeffrey J. Hepworth, PA. 401…$659KBrewer Search, Inc. 401(k) PlanBrewer Search, Inc. 401(k) P…$659KThe Chick, Inc 401(k) Profit Sharing PlanThe Chick, Inc 401(k) Profit…$659KElectra Tarp, Inc. 401(k) PlanElectra Tarp, Inc. 401(k) Pl…$659KA & W Healthcare Management Ll 401(k) Profit Sharing Plan & TrustA & W Healthcare Management …$660K
End-of-year total assets ($M) among Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jeffrey J. Hepworth, PA multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey J. Hepworth, PA plans reported in each filing year

Latest sponsor-wide plan assets
$659K 66.31431331451762% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.4M $0.66M ▲ +65.0%
Year Plans Participants Total Assets
2022 1 4 $396K
2023 1 4 $525K
2024 1 4 $659K

Jeffrey J. Hepworth, PA filing trail (2024)

Total Assets (Beginning of Year)$525K
Net Assets (End of Year)$659K
Net Income$135K
Employer EIN820516437
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan, Total assets ($B): 0.000659398 · Participants: 4Jeffrey J. Hepworth, PA. 401(k) Profit Sharing PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Brewer Search, Inc. 401(k) Plan in AR ($659K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan assets move in 2024? ▼
Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan grew sharply - up 25.7% during 2024, from $525K to $659K. Reported net income was $135K.
How have Jeffrey J. Hepworth, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey J. Hepworth, PA's sponsor-wide assets grew 66.3%, from $396K to $659K.
Where does Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan ranks in the 20th 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 Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brewer Search, Inc. 401(k) Plan in AR ($659K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Jeffrey J. Hepworth, PA. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A 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 820516437.

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.