401(k) · DOL Form 5500 · 2024

Hennessy Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
17
Participants Small participant base
58th
Percentile by assets National rank
$643,233
Avg per participant High balance/head
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Official DOL plan name: Hennessy Advisors, Inc. Retirement Trust · Sponsored by Hennessy Advisors, Inc. · California · Finance & Insurance

$11M in assets, 17 participants

Hennessy Advisors, Inc.'s Hennessy Advisors, Inc. Retirement Trust reported $11M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,551 in Finance & Insurance (8,549 peers)

Hennessy Advisors, Inc. multi-year trail

Hennessy Advisors, Inc.'s plans moved +54.5% in assets from 2022 to 2024; this filing shows Hennessy Advisors, Inc. Retirement Trust at $11M / 17 participants.

#3,551
in Finance & Insurance (8,549 peers)
+24.4%
assets growth YoY

Hennessy Advisors, Inc. Retirement Trust's mid-pack asset rank among Finance & Insurance and all filers

Hennessy Advisors, Inc. Retirement Trust vs every filed plan by assets

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

$10,934,961 Top 42% higher than 58% 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

Hennessy Advisors, Inc. Retirement 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. Hennessy Advisors, Inc. Retirement Trust is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hennessy Advisors, Inc. Retirement Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Hennessy Advisors, Inc. Retirement Trust end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Hennessy Advisors, Inc. Retirement Trust reported participants fell from 18 in the plan year 2023 filing to 17 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 680176227 · Hennessy Advisors, Inc. PY 2024 · 401(k)

Hennessy Advisors, Inc. Retirement Trust · $11M · 17 · 58th

  • NET $11M
  • NET 17
  • NET 58th
  • NET 401(k)
  • NET near Gunnison Company 401 (K) Plan
  • NET ind #3551

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 California →

Hennessy Advisors, Inc. Retirement Trust in the asset neighbourhood

Westin Homes and Properties LP 401(k) Profit Sharing Plan and TrustWestin Homes and Properties …$11MLake Company of Wisconsin, Inc. 401(k) PlanLake Company of Wisconsin, I…$11MHennessy Advisors, Inc. Retirement TrustHennessy Advisors, Inc. Reti…$11MGunnison Company 401 (K) Plan$11MCleveland Bakers and Affiliated Unions 401(k) PlanCleveland Bakers and Affilia…$11M
End-of-year total assets ($M) among Hennessy Advisors, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hennessy Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hennessy Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 54.46382990865484% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.08M $10.9M ▲ +54.4%
Year Plans Participants Total Assets
2022 1 18 $7M
2023 1 18 $9M
2024 1 17 $11M

Hennessy Advisors, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN680176227
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Hennessy Advisors, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Hennessy Advisors, Inc. Retirement Trust, Total assets ($B): 0.010934961 · Participants: 17Hennessy Advisors, Inc. Retirement TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Hennessy Advisors, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Hennessy Advisors, Inc. Retirement Trust side-by-side with 3 peers →

Hennessy Advisors, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gunnison Company 401 (K) Plan in GA ($11M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Hennessy Advisors, Inc. Retirement Trust assets move in 2024? ▼
Hennessy Advisors, Inc. Retirement Trust grew sharply - up 24.4% during 2024, from $9M to $11M. Reported net income was $2M.
How have Hennessy Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hennessy Advisors, Inc.'s sponsor-wide assets grew 54.5%, from $7M to $11M.
Which 401(k) plans are similar in size to Hennessy Advisors, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gunnison Company 401 (K) Plan in GA ($11M, 1,024 participants).
Which 401(k) plans cover a similar participant headcount to Hennessy Advisors, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants, $343K 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 680176227.

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.