Profit Sharing · DOL Form 5500 · 2024

Hepker Holdings Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$145K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$145,193
Avg per participant Above avg balance/head
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Official DOL plan name: Hepker Holdings Group, Inc. Profit Sharing Plan · Sponsored by Hepker Holdings Group, Inc. · Colorado · Other Services

$145K in assets, 1 participants

Hepker Holdings Group, Inc.'s Hepker Holdings Group, Inc. Profit Sharing Plan reported $145K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,365 in Other Services (7,719 peers)

Hepker Holdings Group, Inc. multi-year trail

Hepker Holdings Group, Inc.'s plans moved -22.3% in assets from 2023 to 2024; this filing shows Hepker Holdings Group, Inc. Profit Sharing Plan at $145K / 1 participant.

#1,365
in Other Services (7,719 peers)
-22.3%
assets change YoY

The plan reported a net loss of $42K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hepker Holdings Group, Inc. Profit Sharing Plan among the smaller filed plans by assets

Hepker Holdings Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$145,193 8th percentile higher than 8% 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

Hepker Holdings Group, Inc. 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. Hepker Holdings Group, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hepker Holdings Group, Inc. Profit Sharing Plan reported net income fell from $187K in the plan year 2023 filing to -$42K in the plan year 2024 filing.
  • Hepker Holdings Group, Inc. Profit Sharing Plan end-of-year assets fell from $187K in the plan year 2023 filing to $145K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 933119366 · Hepker Holdings Group, Inc. PY 2024 · Profit Sharing

Hepker Holdings Group, Inc. Profit Sharing Plan · $145K · 1 · 8th

  • ASSETS $145K
  • PCT 1
  • EIN 8th
  • RANK Profit Sharing
  • PHOTO near Aptitude Fellowship, Corp. Profit Sharing Plan
  • IND ind #1365

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 Other Services retirement plans → · Plans in Colorado →

Hepker Holdings Group, Inc. Profit Sharing Plan in the asset neighbourhood

Hepker Holdings Group, Inc. Profit Sharing PlanHepker Holdings Group, Inc. …$145KAptitude Fellowship, Corp. Profit Sharing PlanAptitude Fellowship, Corp. P…$145K4w Home Services, Inc. Profit Sharing Plan4w Home Services, Inc. Profi…$145KMinnesota Trading Corporation Profit Sharing Plan and TrustMinnesota Trading Corporatio…$145KMomentum Business Coaching Inc. Retirement PlanMomentum Business Coaching I…$145K
End-of-year total assets ($M) among Hepker Holdings Group, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Hepker Holdings Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hepker Holdings Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$145K 22.29227434504536% vs 2023
2024 filing year
$0.14M$0.16M$0.18M$0.2M 20232024 $0.19M $0.15M ▼ -21.1%
Year Plans Participants Total Assets
2023 1 1 $187K
2024 1 1 $145K

Hepker Holdings Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$187K
Net Assets (End of Year)$145K
Net Income-$42K
Employer EIN933119366
Plan Effective Date2023-08-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Hepker Holdings Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Hepker Holdings Group, Inc. Profit Sharing Plan, Total assets ($M): 0.145193 · Participants: 1Hepker Holdings Group, Inc. Profit Sharing PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 59.827083 · Participants: 656Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plan, Total assets ($M): 52.598768 · Participants: 1145Liberty Pr Mobility 401(k) Savings PlanAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 39.174972 · Participants: 163Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 22.27907 · Participants: 30Peterson Company Profit-Sharing PlanMorgan Energy Corporation Profit Sharing Plan, Total assets ($M): 19.954661 · Participants: 1Morgan Energy Corporation Profit Sharing Plan
Hepker Holdings Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Hepker Holdings Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Hepker Holdings Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Aptitude Fellowship, Corp. Profit Sharing Plan in IA ($145K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Hepker Holdings Group, Inc. Profit Sharing Plan assets move in 2024? ▼
Hepker Holdings Group, Inc. Profit Sharing Plan declined sharply - down 22.3% during 2024, from $187K to $145K. Reported net income was -$42K.
How have Hepker Holdings Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Hepker Holdings Group, Inc.'s sponsor-wide assets declined 22.3%, from $187K to $145K.
Where does Hepker Holdings Group, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hepker Holdings Group, Inc. Profit Sharing Plan ranks in the 8th 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 Profit Sharing plans are similar in size to Hepker Holdings Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Aptitude Fellowship, Corp. Profit Sharing Plan in IA ($145K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Hepker Holdings Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 933119366.

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.