401(k) · DOL Form 5500 · 2024

Hirst Applegate, LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
18
Participants Small participant base
37th
Percentile by assets National rank
$199,140
Avg per participant Above avg balance/head
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Official DOL plan name: Hirst Applegate, LLP 401(k) Profit Sharing Plan · Sponsored by Hirst Applegate, LLP · Wyoming · Professional & Technical Services

$4M in assets, 18 participants

Hirst Applegate, LLP's Hirst Applegate, LLP 401(k) Profit Sharing Plan reported $4M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,738 in Professional & Technical Services (20,173 peers)

2024 asset change

Hirst Applegate, LLP 401(k) Profit Sharing Plan declined sharply 15.0% in 2024 ($4M → $4M) for 18 participants.

#6,738
in Professional & Technical Services (20,173 peers)
-15.0%
assets change YoY

The plan reported a net loss of $633K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hirst Applegate, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hirst Applegate, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,584,525 37th percentile higher than 37% 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

Hirst Applegate, LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hirst Applegate, LLP 401(k) Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hirst Applegate, LLP 401(k) Profit Sharing Plan reported net income fell from $497K in the plan year 2023 filing to -$633K in the plan year 2024 filing.
  • Hirst Applegate, LLP 401(k) Profit Sharing Plan reported participants fell from 22 in the plan year 2023 filing to 18 in the plan year 2024 filing.
  • Hirst Applegate, LLP 401(k) Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 264165569 · Hirst Applegate, LLP PY 2024 · 401(k)

Hirst Applegate, LLP 401(k) Profit Sharing Plan · $4M · 18 · 37th

  • ASSETS $4M
  • ASSETS 18
  • ASSETS 37th
  • ASSETS 401(k)
  • ASSETS near Eugene Eye Care Associates, P.C. 401(k) Profit Sharing Plan
  • ASSETS ind #6738

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 Wyoming →

Hirst Applegate, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Hirst Applegate, LLP 401(k) Profit Sharing PlanHirst Applegate, LLP 401(k) …$4MEugene Eye Care Associates, P.C. 401(k) Profit Sharing PlanEugene Eye Care Associates, …$4MGenvivo, Inc. 401(k) Plan$4MSt. Romain Oil Company, LLC 401(k) Plan & TrustSt. Romain Oil Company, LLC …$4MLawrence Perry and Associates 401(k) Profit Sharing PlanLawrence Perry and Associate…$4M
End-of-year total assets ($M) among Hirst Applegate, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hirst Applegate, LLP years around the 2024 move

Sponsor-wide plan assets over time

All Hirst Applegate, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.66171616673865% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $3.72M $3.58M ▼ -3.8%
Year Plans Participants Total Assets
2022 1 20 $4M
2023 1 22 $4M
2024 1 18 $4M

2024 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$633K
Employer EIN264165569
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wyoming

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

Hirst Applegate, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -50050100150200 Total assets ($M) Participants Hirst Applegate, LLP 401(k) Profit Sharing Plan, Total assets ($M): 3.584525 · Participants: 18Hirst Applegate, LLP 401(k) Profit Sharing PlanAdmiral Beverage Corporation 401(k) Plan, Total assets ($M): 168.555174 · Participants: 1570Admiral Beverage Corporation 401(k) PlanWyoming Machinery Company Profit Sharing 401(k) Plan, Total assets ($M): 144.128487 · Participants: 741Wyoming Machinery Company Profit Sharing 401(k) PlanTrihydro Corporation 401(k) Plan, Total assets ($M): 114.600552 · Participants: 599Trihydro Corporation 401(k) PlanTrue Companies Employees' 401(k) Savings Plan, Total assets ($M): 72.031245 · Participants: 965True Companies Employees' 401(k) Savings PlanNeiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($M): 47.753327 · Participants: 452Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust
Hirst Applegate, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants
Compare Hirst Applegate, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hirst Applegate, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wyoming, the nearest 401(k) by assets is Eugene Eye Care Associates, P.C. 401(k) Profit Sharing Plan in OR ($4M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Hirst Applegate, LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Hirst Applegate, LLP 401(k) Profit Sharing Plan declined sharply - down 15.0% during 2024, from $4M to $4M. Reported net income was -$633K.
How have Hirst Applegate, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hirst Applegate, LLP's sponsor-wide assets declined 3.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Hirst Applegate, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eugene Eye Care Associates, P.C. 401(k) Profit Sharing Plan in OR ($4M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Hirst Applegate, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants, N/A 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 264165569.

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.