401(k) · DOL Form 5500 · 2024

Hopewell Fund 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
121
Participants Small participant base
55th
Percentile by assets National rank
$79,972
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hopewell Fund 401(k) Plan · Sponsored by Hopewell Fund · District of Columbia · Other Services

$10M in assets, 121 participants

Hopewell Fund's Hopewell Fund 401(k) Plan reported $10M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,710 in Other Services (7,719 peers)

Coverage in District of Columbia

Hopewell Fund 401(k) Plan covers 121 participants in District of Columbia, about 8% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $10M.

#5,710
in Other Services (7,719 peers)
+20.6%
assets growth YoY

Hopewell Fund 401(k) Plan's mid-pack asset rank among Other Services and all filers

Hopewell Fund 401(k) Plan vs every filed plan by assets

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

$9,676,603 Top 45% higher than 55% 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

Hopewell Fund 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. Hopewell Fund 401(k) Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hopewell Fund 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Hopewell Fund 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Hopewell Fund 401(k) Plan reported participants rose from 106 in the plan year 2023 filing to 121 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 473681860 · Hopewell Fund PY 2024 · 401(k)

Hopewell Fund 401(k) Plan · $10M · 121 · 55th

  • NET $10M
  • NET 121
  • NET 55th
  • NET 401(k)
  • NET near Northwest Health Services, Inc. 401(k) Retirement Plan
  • NET ind #5710

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 Other Services retirement plans → · Plans in District of Columbia →

Hopewell Fund 401(k) Plan in the asset neighbourhood

Hopewell Fund 401(k) Plan$10MNorthwest Health Services, Inc. 401(k) Retirement PlanNorthwest Health Services, I…$10MWestern States Ironworkers Shopmen's 401(k) PlanWestern States Ironworkers S…$10MVim Recyclers, L.P. 401(k) Plan and TrustVim Recyclers, L.P. 401(k) P…$10MPerformance Energy Services LLC 401(k) Plan & TrustPerformance Energy Services …$10M
End-of-year total assets ($M) among Hopewell Fund 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN473681860
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hopewell Fund)

Sponsor-wide plan assets over time

All Hopewell Fund plans reported in each filing year

Latest sponsor-wide plan assets
$10M 86.33483955521203% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.19M $9.68M ▲ +86.5%
Year Plans Participants Total Assets
2022 1 95 $5M
2023 1 106 $8M
2024 1 121 $10M

Nearby 401(k) Plans in District of Columbia

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

Hopewell Fund 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Hopewell Fund 401(k) Plan, Total assets ($B): 0.009676603 · Participants: 121Hopewell Fund 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
Hopewell Fund 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Hopewell Fund 401(k) Plan side-by-side with 3 peers →

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

Outside District of Columbia, the nearest 401(k) by assets is Northwest Health Services, Inc. 401(k) Retirement Plan in MO ($10M); by covered participants it is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Hopewell Fund 401(k) Plan assets move in 2024? ▼
Hopewell Fund 401(k) Plan grew sharply - up 20.6% during 2024, from $8M to $10M. Reported net income was $2M.
How have Hopewell Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hopewell Fund's sponsor-wide assets grew 86.3%, from $5M to $10M.
Which 401(k) plans are similar in size to Hopewell Fund 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northwest Health Services, Inc. 401(k) Retirement Plan in MO ($10M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Hopewell Fund 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants, $104K 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 473681860.

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.