401(k) · DOL Form 5500 · 2024

H.R. Options, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
409
Participants Below avg headcount
52nd
Percentile by assets National rank
$20,080
Avg per participant Low balance/head
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Official DOL plan name: H.R. Options, Inc. 401(k) Plan · Sponsored by H.R. Options, Inc. · California · Professional & Technical Services

$8M in assets, 409 participants

H.R. Options, Inc.'s H.R. Options, Inc. 401(k) Plan reported $8M in total assets and 409 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,025 in Professional & Technical Services (20,173 peers)

H.R. Options, Inc. multi-year trail

H.R. Options, Inc.'s plans moved +37.5% in assets from 2022 to 2024; this filing shows H.R. Options, Inc. 401(k) Plan at $8M / 409 participants.

#10,025
in Professional & Technical Services (20,173 peers)
+11.4%
assets growth YoY

H.R. Options, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

H.R. Options, Inc. 401(k) Plan vs every filed plan by assets

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

$8,212,650 Top 48% higher than 52% 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

H.R. Options, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H.R. Options, Inc. 401(k) Plan sits mid-pack in the medium band (409 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • H.R. Options, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $843K in the plan year 2024 filing.
  • H.R. Options, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • H.R. Options, Inc. 401(k) Plan reported participants rose from 393 in the plan year 2023 filing to 409 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 943088173 · H.R. Options, Inc. PY 2024 · 401(k)

H.R. Options, Inc. 401(k) Plan · $8M · 409 · 52nd

  • EBSA $8M
  • PART 409
  • TYPE 52nd
  • NET 401(k)
  • BOOK near Yates Industries, Inc. 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #10025

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 California →

H.R. Options, Inc. 401(k) Plan in the asset neighbourhood

H.R. Options, Inc. 401(k) PlanH.R. Options, Inc. 401(k) Pl…$8MYates Industries, Inc. 401(k) Profit Sharing Plan and TrustYates Industries, Inc. 401(k…$8MSavings Plan for the Employees of Mcgee CorporationSavings Plan for the Employe…$8MFerran 401(k) Plan$8MYsk Corporation Retirement and Savings PlanYsk Corporation Retirement a…$8M
End-of-year total assets ($M) among H.R. Options, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

H.R. Options, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All H.R. Options, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 37.5141446516891% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.97M $8.21M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 360 $6M
2023 1 393 $7M
2024 1 409 $8M

H.R. Options, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$843K
Employer EIN943088173
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

H.R. Options, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants H.R. Options, Inc. 401(k) Plan, Total assets ($B): 0.00821265 · Participants: 409H.R. Options, Inc. 401(k) PlanGoogle 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
H.R. Options, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

H.R. Options, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Yates Industries, Inc. 401(k) Profit Sharing Plan and Trust in MI ($8M); by covered participants it is Location Services 401(k) Plan in IN (409 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (409 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 H.R. Options, Inc. 401(k) Plan assets move in 2024?
H.R. Options, Inc. 401(k) Plan grew at a solid clip - up 11.4% during 2024, from $7M to $8M. Reported net income was $843K.
How have H.R. Options, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), H.R. Options, Inc.'s sponsor-wide assets grew 37.5%, from $6M to $8M.
Which 401(k) plans are similar in size to H.R. Options, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Yates Industries, Inc. 401(k) Profit Sharing Plan and Trust in MI ($8M, 203 participants).
Which 401(k) plans cover a similar participant headcount to H.R. Options, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Location Services 401(k) Plan in IN (409 participants, $8M in assets).