401(k) · DOL Form 5500 · 2024

Hoefer Welker, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
170
Participants Small participant base
67th
Percentile by assets National rank
$98,497
Avg per participant Below avg balance/head
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Official DOL plan name: Hoefer Welker, LLC 401(k) Plan · Sponsored by Hoefer Welker, LLC · Missouri · Professional & Technical Services

$17M in assets, 170 participants

Hoefer Welker, LLC's Hoefer Welker, LLC 401(k) Plan reported $17M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,279 in Professional & Technical Services (20,173 peers)

Coverage in Missouri

Hoefer Welker, LLC 401(k) Plan covers 170 participants in Missouri, about 23% of the average Missouri filer (state average ~737 per filing). Assets: $17M.

#13,279
in Professional & Technical Services (20,173 peers)
+15.9%
assets growth YoY

Hoefer Welker, LLC 401(k) Plan's outsized position by total assets

Hoefer Welker, LLC 401(k) Plan vs every filed plan by assets

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

$16,744,568 Top 33% higher than 67% 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

Hoefer Welker, LLC 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. Hoefer Welker, LLC 401(k) Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hoefer Welker, LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Hoefer Welker, LLC 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Hoefer Welker, LLC 401(k) Plan reported participants rose from 151 in the plan year 2023 filing to 170 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 364095388 · Hoefer Welker, LLC PY 2024 · 401(k)

Hoefer Welker, LLC 401(k) Plan · $17M · 170 · 67th

  • EIN $17M
  • EIN 170
  • EIN 67th
  • EIN 401(k)
  • EIN near White Memorial Medical Group, Inc. 401(k) Plan
  • EIN ind #13279

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 Missouri →

Hoefer Welker, LLC 401(k) Plan in the asset neighbourhood

Southeast Automotive Management, Inc. 401(k) Profit Sharing PlanSoutheast Automotive Managem…$17MHoefer Welker, LLC 401(k) PlanHoefer Welker, LLC 401(k) Pl…$17MWhite Memorial Medical Group, Inc. 401(k) PlanWhite Memorial Medical Group…$17MUSA Debusk, LLC Retirement PlanUSA Debusk, LLC Retirement P…$17MNebraska Hematology-Oncology, P.C. 401(k) Profit Sharing PlanNebraska Hematology-Oncology…$17M
End-of-year total assets ($M) among Hoefer Welker, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN364095388
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hoefer Welker, LLC)

Sponsor-wide plan assets over time

All Hoefer Welker, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 42.42211448498767% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.8M $16.7M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 151 $12M
2023 1 151 $14M
2024 1 170 $17M

Nearby 401(k) Plans in Missouri

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

Hoefer Welker, LLC 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Hoefer Welker, LLC 401(k) Plan, Total assets ($B): 0.016744568 · Participants: 170Hoefer Welker, LLC 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Hoefer Welker, LLC 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Hoefer Welker, LLC 401(k) Plan side-by-side with 3 peers →

Hoefer Welker, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is White Memorial Medical Group, Inc. 401(k) Plan in CA ($17M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Hoefer Welker, LLC 401(k) Plan assets move in 2024? ▼
Hoefer Welker, LLC 401(k) Plan grew sharply - up 15.9% during 2024, from $14M to $17M. Reported net income was $2M.
How have Hoefer Welker, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hoefer Welker, LLC's sponsor-wide assets grew 42.4%, from $12M to $17M.
Which 401(k) plans are similar in size to Hoefer Welker, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is White Memorial Medical Group, Inc. 401(k) Plan in CA ($17M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Hoefer Welker, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants, $1M 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 364095388.

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.