401(k) · DOL Form 5500 · 2024

Hankey Investment Company LP 401(k) Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
3,664
Participants Above avg headcount
91st
Percentile by assets National rank
$29,591
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hg 401(k) Plan · Sponsored by Hankey Investment Company LP · California · Retail Trade

$108M in assets, 3,664 participants

Hankey Investment Company LP's Hg 401(k) Plan reported $108M in total assets and 3,664 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,635 in Retail Trade (8,048 peers)

Coverage in California

Hg 401(k) Plan covers 3,664 participants in California, 5.8x the typical California plan (state average ~630 per filing). Assets: $108M.

#7,635
in Retail Trade (8,048 peers)
+18.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Hg 401(k) Plan's outsized position by total assets

Hg 401(k) Plan vs every filed plan by assets

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

$108,420,140 Top 9% higher than 91% 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

Hg 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hg 401(k) Plan lands in the large band (3,664 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hg 401(k) Plan reported net income rose from $9M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Hg 401(k) Plan end-of-year assets rose from $92M in the plan year 2023 filing to $108M in the plan year 2024 filing.
  • Hg 401(k) Plan reported participants fell from 3,674 in the plan year 2023 filing to 3,664 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 954361557 · Hankey Investment Company LP PY 2024 · 401(k)

Hg 401(k) Plan · $108M · 3,664 · 91st

  • BOY $108M
  • SCH 3,664
  • EBSA 91st
  • PART 401(k)
  • TYPE near Retirement Savings at Velcro 401(k) Plan
  • NET ind #7635

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 Retail Trade retirement plans → · Plans in California →

Hg 401(k) Plan in the asset neighbourhood

Retirement Savings at Velcro 401(k) PlanRetirement Savings at Velcro…$108MHg 401(k) Plan$108MBurke Porter Group Retirement and Savings PlanBurke Porter Group Retiremen…$108MOxbo International Retirement Savings PlanOxbo International Retiremen…$108MAnesthesia Associates of Morristown P.a. Savings and Investment PlanAnesthesia Associates of Mor…$108M
End-of-year total assets ($M) among Hg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$108M
Net Income$17M
Employer EIN954361557
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hankey Investment Company LP)

Sponsor-wide plan assets over time

All Hankey Investment Company LP plans reported in each filing year

Latest sponsor-wide plan assets
$108M 35.81874892353258% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $79.8M $108M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 3,600 $80M
2023 1 3,674 $92M
2024 1 3,664 $108M

Nearby 401(k) Plans in California

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

Hg 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Hg 401(k) Plan, Total assets ($B): 0.10842014 · Participants: 3664Hg 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
Hg 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hg 401(k) Plan side-by-side with 3 peers →

Hg 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Retirement Savings at Velcro 401(k) Plan in NH ($108M); by covered participants it is Annett Holdings, Inc. Employee Savings and Profit Sharing Plan in IA (3,664 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,664 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 Hg 401(k) Plan assets move in 2024? ▼
Hg 401(k) Plan grew sharply - up 18.2% during 2024, from $92M to $108M. Reported net income was $17M.
How have Hankey Investment Company LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hankey Investment Company LP's sponsor-wide assets grew 35.8%, from $80M to $108M.
Where does Hg 401(k) Plan rank by assets among Form 5500 filers? ▼
Hg 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Hg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Savings at Velcro 401(k) Plan in NH ($108M, 660 participants).
Which 401(k) plans cover a similar participant headcount to Hg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Annett Holdings, Inc. Employee Savings and Profit Sharing Plan in IA (3,664 participants, $100M 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 954361557.

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.