401(k) · DOL Form 5500 · 2024

Hotchkiss Insurance Managers 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
150
Participants Small participant base
73rd
Percentile by assets National rank
$152,656
Avg per participant Above avg balance/head
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Official DOL plan name: Hotchkiss Insurance Managers, LLC 401(k) Plan · Sponsored by Hotchkiss Insurance Managers · Texas · Finance & Insurance

$23M in assets, 150 participants

Hotchkiss Insurance Managers's Hotchkiss Insurance Managers, LLC 401(k) Plan reported $23M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,011 in Finance & Insurance (8,549 peers)

Coverage in Texas

Hotchkiss Insurance Managers, LLC 401(k) Plan covers 150 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $23M.

#5,011
in Finance & Insurance (8,549 peers)
+13.7%
assets growth YoY

Hotchkiss Insurance Managers, LLC 401(k) Plan's outsized position by total assets

Hotchkiss Insurance Managers, LLC 401(k) Plan vs every filed plan by assets

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

$22,898,432 Top 27% higher than 73% 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

Hotchkiss Insurance Managers, LLC 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. Hotchkiss Insurance Managers, LLC 401(k) Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hotchkiss Insurance Managers, LLC 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Hotchkiss Insurance Managers, LLC 401(k) Plan reported participants rose from 125 in the plan year 2023 filing to 150 in the plan year 2024 filing.
  • Hotchkiss Insurance Managers, LLC 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 900341290 · Hotchkiss Insurance Managers PY 2024 · 401(k)

Hotchkiss Insurance Managers, LLC 401(k) Plan · $23M · 150 · 73rd

  • 5500 $23M
  • 5500 150
  • 5500 73rd
  • 5500 401(k)
  • 5500 near Providence Medical Group 401(k) Profit Sharing Plan
  • 5500 ind #5011

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 Finance & Insurance retirement plans → · Plans in Texas →

Hotchkiss Insurance Managers, LLC 401(k) Plan in the asset neighbourhood

Hotchkiss Insurance Managers, LLC 401(k) PlanHotchkiss Insurance Managers…$23MProvidence Medical Group 401(k) Profit Sharing PlanProvidence Medical Group 401…$23MElitech Group Inc Profit Sharing PlanElitech Group Inc Profit Sha…$23MWare Industries, Inc. 401(k) Retirement PlanWare Industries, Inc. 401(k)…$23MPitlik & Wick, Inc. 401(k) Profit Sharing PlanPitlik & Wick, Inc. 401(k) P…$23M
End-of-year total assets ($M) among Hotchkiss Insurance Managers, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN900341290
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hotchkiss Insurance Managers)

Sponsor-wide plan assets over time

All Hotchkiss Insurance Managers plans reported in each filing year

Latest sponsor-wide plan assets
$23M 37.536975353608355% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.7M $22.9M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 130 $17M
2023 1 125 $20M
2024 1 150 $23M

Nearby 401(k) Plans in Texas

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

Hotchkiss Insurance Managers, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hotchkiss Insurance Managers, LLC 401(k) Plan, Total assets ($B): 0.022898432 · Participants: 150Hotchkiss Insurance Managers, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Hotchkiss Insurance Managers, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Hotchkiss Insurance Managers, LLC 401(k) Plan side-by-side with 3 peers →

Hotchkiss Insurance Managers, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Providence Medical Group 401(k) Profit Sharing Plan in IN ($23M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Hotchkiss Insurance Managers, LLC 401(k) Plan assets move in 2024? ▼
Hotchkiss Insurance Managers, LLC 401(k) Plan grew at a solid clip - up 13.7% during 2024, from $20M to $23M. Reported net income was $3M.
How have Hotchkiss Insurance Managers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hotchkiss Insurance Managers's sponsor-wide assets grew 37.5%, from $17M to $23M.
Which 401(k) plans are similar in size to Hotchkiss Insurance Managers, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Providence Medical Group 401(k) Profit Sharing Plan in IN ($23M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Hotchkiss Insurance Managers, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Custom Companies Retirement Savings Plan in IL (150 participants, $15M 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 900341290.

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.