Defined Benefit (Pension) · DOL Form 5500 · 2023

Hendricks Interests, LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: N/A
Participants Small participant base: 36th
Percentile by assets National rank

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Official DOL plan name: Hendricks Interests, LLC Employees Pension Plan and Trust · Sponsored by Hendricks Interests, LLC · Texas · Professional & Technical Services

$3M in assets, N/A participants

Hendricks Interests, LLC's Hendricks Interests, LLC Employees Pension Plan and Trust reported $3M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

#6,622 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Hendricks Interests, LLC Employees Pension Plan and Trust holds $3M for N/A participants, in the lower half of filed plans by assets.

#6,622
in Professional & Technical Services (20,321 peers): -2.6%
assets change YoY

The plan reported a net loss of $79K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hendricks Interests, LLC Employees Pension Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Hendricks Interests, LLC Employees Pension Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,013,272 36th percentile higher than 36% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Hendricks Interests, LLC Employees Pension Plan and Trust reported net income fell from $55K in the plan year 2022 filing to -$79K in the plan year 2023 filing.
Hendricks Interests, LLC Employees Pension Plan and Trust end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 760005143 · Hendricks Interests, LLC PY 2023 · Defined Benefit (Pension)

Hendricks Interests, LLC Employees Pension Plan and Trust · $3M · N/A · 36th

PART $3M
PART N/A
PART 36th
PART Defined Benefit (Pension)
PART near Mendez & Co., Inc. Employees' Retirement Plan
PART ind #6622

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 Texas →

End-of-year total assets ($M) among Hendricks Interests, LLC Employees Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	-$79K
Employer EIN	760005143
Plan Effective Date	1981-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Hendricks Interests, LLC)

Latest sponsor-wide plan assets: $3M 9.089086635727453% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$3M
2023	1	N/A	$3M
2024	1	N/A	$3M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Hendricks Interests, LLC Employees Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

AT&T Pension Benefit Plan $30.0B · 107,859
Shell Pension Plan $15.1B · 12,215
Exxonmobil Pension Plan $12.0B · 22,551
Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
Bp Retirement Accumulation Plan $5.5B · 9,360

Compare Hendricks Interests, LLC Employees Pension Plan and Trust side-by-side with 3 peers →

Hendricks Interests, LLC Employees Pension Plan and Trust's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Texas, the nearest Defined Benefit (Pension) by end-of-year assets is Mendez & Co., Inc. Employees' Retirement Plan in PR at $3M (this filing: $3M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Mendez & Co., Inc. Employees' Retirement Plan (PR) $3M · 9
Sligh Furniture Co. Defined Benefit Pension Plan (NC) $3M · N/A
Westcorp Capital, Inc. Retirement Plan (CA) $3M · 2
Tushar B. Patel Dds, Inc. Defined Benefit Pension Plan (CA) $3M · 6

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hendricks Interests, LLC Employees Pension Plan and Trust assets move in 2023? ▼

Hendricks Interests, LLC Employees Pension Plan and Trust edged down modestly - down 2.6% during 2023, from $3M to $3M. Reported net income was -$79K.

How have Hendricks Interests, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hendricks Interests, LLC's sponsor-wide assets declined 9.1%, from $3M to $3M.

Which Defined Benefit (Pension) plans are similar in size to Hendricks Interests, LLC Employees Pension Plan and Trust? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Mendez & Co., Inc. Employees' Retirement Plan in PR ($3M, 9 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 760005143.