401(k) · DOL Form 5500 · 2024
Hargrove and Associates, Inc. 401(k) Plan
Data updated 2026-08-11
- $251M
- Total assets
- 2,477
- Participants
- 95th
- Percentile by assets
- $101,284
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $251M
- total plan assets (2024 EOY)
- 2,477
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $101,284
- avg assets per participant
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.
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. Hargrove 401(k) Plan and Trust reports 2,477 participants - 6.9x that state average ($251M EOY assets).
Alabama filing particulars
| Total Assets (Beginning of Year) | $204M |
|---|---|
| Net Assets (End of Year) | $251M |
| Net Income | $47M |
| Employer EIN | 721352530 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hargrove and Associates, Inc.)
| 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
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Hargrove 401(k) Plan and Trust by total assets, not by location.
- Fctg Retirement Savings Plan (OR) $251M · 654
- Grundfos Pumps Corporation 401(k) Profit Sharing Plan (IL) $251M · 1,289
- Musarubra US, LLC 401(k) Plan (TX) $251M · 1,607
- Diamondback E & P LLC 401(k) Plan (OK) $251M · 1,340
Frequently Asked Questions
How did Hargrove 401(k) Plan and Trust assets move in 2024? ▼
How have Hargrove and Associates, Inc. plan assets changed over time? ▼
Where does Hargrove 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Hargrove 401(k) Plan and Trust? ▼
Next read for Hargrove 401(k) Plan and Trust
Filing takeaways
Ways to act on Hargrove 401(k) Plan and Trust's numbers.
- By total assets, Hargrove 401(k) Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Alabama. Compare plans
- Hargrove and Associates, Inc.'s sponsor-wide assets have grown 15.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans