401(k) · DOL Form 5500 · 2024

Hotel Equities Group, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
5,426
Participants Above avg headcount
76th
Percentile by assets National rank
$5,176
Avg per participant Low balance/head
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Official DOL plan name: Hotel Equities Group, LLC 401(k) Plan · Sponsored by Hotel Equities Group, LLC · Georgia · Professional & Technical Services

$28M in assets, 5,426 participants

Hotel Equities Group, LLC's Hotel Equities Group, LLC 401(k) Plan reported $28M in total assets and 5,426 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,380 in Professional & Technical Services (20,173 peers)

Coverage in Georgia

Hotel Equities Group, LLC 401(k) Plan covers 5,426 participants in Georgia, 4.9x the typical Georgia plan (state average ~1,096 per filing). Assets: $28M.

#15,380
in Professional & Technical Services (20,173 peers)
+28.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Hotel Equities Group, LLC 401(k) Plan's outsized position by total assets

Hotel Equities Group, LLC 401(k) Plan vs every filed plan by assets

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

$28,085,481 Top 24% higher than 76% 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

Hotel Equities Group, LLC 401(k) Plan'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. Hotel Equities Group, LLC 401(k) Plan lands in the large band (5,426 participants).

EBSA filing schedule strip

Filing strip 731718961 · Hotel Equities Group, LLC PY 2024 · 401(k)

Hotel Equities Group, LLC 401(k) Plan · $28M · 5,426 · 76th

  • 5500 $28M
  • 5500 5,426
  • 5500 76th
  • 5500 401(k)
  • 5500 near Citizens National Bank of Texas Employee Savings Plan
  • 5500 ind #15380

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 Georgia →

Hotel Equities Group, LLC 401(k) Plan in the asset neighbourhood

Hotel Equities Group, LLC 401(k) PlanHotel Equities Group, LLC 40…$28MCitizens National Bank of Texas Employee Savings PlanCitizens National Bank of Te…$28MGodolphin, LLC 401(k) Profit Sharing PlanGodolphin, LLC 401(k) Profit…$28MArnold Motor Supply 401(k) PlanArnold Motor Supply 401(k) P…$28MWittenbach Business Systems, LLC 401(k) Retirement PlanWittenbach Business Systems,…$28M
End-of-year total assets ($M) among Hotel Equities Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN731718961
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hotel Equities Group, LLC)

Sponsor-wide plan assets over time

All Hotel Equities Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 104.21259705112898% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.8M $28.1M ▲ +104.3%
Year Plans Participants Total Assets
2022 1 1,535 $14M
2023 1 3,568 $22M
2024 1 5,426 $28M

Nearby 401(k) Plans in Georgia

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

Hotel Equities Group, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Hotel Equities Group, LLC 401(k) Plan, Total assets ($B): 0.028085481 · Participants: 5426Hotel Equities Group, LLC 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Hotel Equities Group, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Hotel Equities Group, LLC 401(k) Plan side-by-side with 3 peers →

Hotel Equities Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Citizens National Bank of Texas Employee Savings Plan in TX ($28M); by covered participants it is M. C. Dean, Inc. 401(k) Plan in VA (5,425 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,426 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 Hotel Equities Group, LLC 401(k) Plan assets move in 2024? ▼
Hotel Equities Group, LLC 401(k) Plan grew sharply - up 28.8% during 2024, from $22M to $28M. Reported net income was $6M.
How have Hotel Equities Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hotel Equities Group, LLC's sponsor-wide assets grew 104.2%, from $14M to $28M.
Where does Hotel Equities Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Hotel Equities Group, LLC 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hotel Equities Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citizens National Bank of Texas Employee Savings Plan in TX ($28M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Hotel Equities Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is M. C. Dean, Inc. 401(k) Plan in VA (5,425 participants, $475M 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 731718961.

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.