401(k) · DOL Form 5500 · 2024

Hargrove and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$251M
Total assets Near avg plan size
2,477
Participants Above avg headcount
95th
Percentile by assets National rank
$101,284
Avg per participant Below avg balance/head
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Official DOL plan name: Hargrove 401(k) Plan and Trust · Sponsored by Hargrove and Associates, Inc. · Alabama · Professional & Technical Services

$251M in assets, 2,477 participants

Hargrove and Associates, Inc.'s Hargrove 401(k) Plan and Trust reported $251M in total assets and 2,477 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,417 in Professional & Technical Services (20,173 peers)

Coverage in Alabama

Hargrove 401(k) Plan and Trust covers 2,477 participants in Alabama, 6.9x the typical Alabama plan (state average ~360 per filing). Assets: $251M.

#19,417
in Professional & Technical Services (20,173 peers)
+23.1%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Hargrove 401(k) Plan and Trust's outsized position by total assets

Hargrove 401(k) Plan and Trust vs every filed plan by assets

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

$250,881,015 Top 5% higher than 95% 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

Hargrove 401(k) Plan and Trust'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. Hargrove 401(k) Plan and Trust lands in the large band (2,477 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hargrove 401(k) Plan and Trust end-of-year assets rose from $204M in the plan year 2023 filing to $251M in the plan year 2024 filing.
  • Hargrove 401(k) Plan and Trust reported participants rose from 2,151 in the plan year 2023 filing to 2,477 in the plan year 2024 filing.
  • Hargrove 401(k) Plan and Trust reported net income fell from $53M in the plan year 2023 filing to $47M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 721352530 · Hargrove and Associates, Inc. PY 2024 · 401(k)

Hargrove 401(k) Plan and Trust · $251M · 2,477 · 95th

  • PART $251M
  • PART 2,477
  • PART 95th
  • PART 401(k)
  • PART near Fctg Retirement Savings Plan
  • PART ind #19417

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 Alabama →

Hargrove 401(k) Plan and Trust in the asset neighbourhood

Musarubra US, LLC 401(k) Plan$251MGrundfos Pumps Corporation 401(k) Profit Sharing PlanGrundfos Pumps Corporation 4…$251MFctg Retirement Savings Plan$251MHargrove 401(k) Plan and TrustHargrove 401(k) Plan and Tru…$251MDiamondback E & P LLC 401(k) PlanDiamondback E & P LLC 401(k)…$251M
End-of-year total assets ($M) among Hargrove 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$204M
Net Assets (End of Year)$251M
Net Income$47M
Employer EIN721352530
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hargrove and Associates, Inc.)

Sponsor-wide plan assets over time

All Hargrove and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$251M 15.376068447605828% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $217M $251M ▲ +15.4%
Year Plans Participants Total Assets
2022 2 3,684 $217M
2023 1 2,151 $204M
2024 1 2,477 $251M

Nearby 401(k) Plans in Alabama

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

Hargrove 401(k) Plan and Trust vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 01234 Total assets ($B) Participants Hargrove 401(k) Plan and Trust, Total assets ($B): 0.250881015 · Participants: 2477Hargrove 401(k) Plan and TrustRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Hargrove 401(k) Plan and Trust vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Hargrove 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Fctg Retirement Savings Plan in OR ($251M); by covered participants it is Printpack Inc Savings & Profit Sharing Plan in GA (2,477 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($251M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,477 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 Hargrove 401(k) Plan and Trust assets move in 2024? ▼
Hargrove 401(k) Plan and Trust grew sharply - up 23.1% during 2024, from $204M to $251M. Reported net income was $47M.
How have Hargrove and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hargrove and Associates, Inc.'s sponsor-wide assets grew 15.4%, from $217M to $251M.
Where does Hargrove 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Hargrove 401(k) Plan and Trust ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Hargrove 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fctg Retirement Savings Plan in OR ($251M, 654 participants).
Which 401(k) plans cover a similar participant headcount to Hargrove 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Printpack Inc Savings & Profit Sharing Plan in GA (2,477 participants, $461M 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 721352530.

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.