401(k) · DOL Form 5500 · 2024

Hankey Investment Company LP 401(k) Plan

Data updated 2026-08-11

$108M
Total assets
3,664
Participants
91st
Percentile by assets
$29,591
Avg per participant
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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.

  • 91st percentile by assets (of 123,622 plans)
  • #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.

$108M
total plan assets (2024 EOY)
3,664
covered participants
91st
percentile by assets (of 123,622 plans)
$29,591
avg assets per participant

Where Hg 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Retail Trade

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Hg 401(k) Plan reports 3,664 participants - 5.8x that state average ($108M EOY assets).

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)

$70M$80M$90M$100M$110M$120M 202220232024 $79.8M $108M ▲ +35.8%
Total plan assets by year, all Hankey Investment Company LP plans on file
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) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Hg 401(k) Plan by total assets, not by location.

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).

Next read for Hg 401(k) Plan

Filing takeaways

Ways to act on Hg 401(k) Plan's numbers.

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.