401(k) · DOL Form 5500 · 2024

Hickcox, Robertson & Stunda, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
7
Participants Small participant base
49th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Hickcox, Robertson, & Stunda, LLC 401(k) Plan · Sponsored by Hickcox, Robertson & Stunda, LLC · Georgia · Professional & Technical Services

$7M in assets, 7 participants

Hickcox, Robertson & Stunda, LLC's Hickcox, Robertson, & Stunda, LLC 401(k) Plan reported $7M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,462 in Professional & Technical Services (20,173 peers)

Hickcox, Robertson & Stunda, LLC multi-year trail

Hickcox, Robertson & Stunda, LLC's plans moved +51.3% in assets from 2022 to 2024; this filing shows Hickcox, Robertson, & Stunda, LLC 401(k) Plan at $7M / 7 participants.

#9,462
in Professional & Technical Services (20,173 peers)
+24.6%
assets growth YoY

Hickcox, Robertson, & Stunda, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hickcox, Robertson, & Stunda, LLC 401(k) Plan vs every filed plan by assets

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

$7,162,914 49th percentile higher than 49% 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

Hickcox, Robertson, & Stunda, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hickcox, Robertson, & Stunda, LLC 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hickcox, Robertson, & Stunda, LLC 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Hickcox, Robertson, & Stunda, LLC 401(k) Plan reported participants rose from 5 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Hickcox, Robertson, & Stunda, LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 852218627 · Hickcox, Robertson & Stunda, LLC PY 2024 · 401(k)

Hickcox, Robertson, & Stunda, LLC 401(k) Plan · $7M · 7 · 49th

  • BOY $7M
  • SCH 7
  • EBSA 49th
  • PART 401(k)
  • TYPE near Allure Healthcare Management 401(k) Plan
  • NET ind #9462

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 →

Hickcox, Robertson, & Stunda, LLC 401(k) Plan in the asset neighbourhood

Hickcox, Robertson, & Stunda, LLC 401(k) PlanHickcox, Robertson, & Stunda…$7MAllure Healthcare Management 401(k) PlanAllure Healthcare Management…$7MLiberty Motors, Inc. 401(k) PlanLiberty Motors, Inc. 401(k) …$7MPacific Hotel Management, LLC 401(k) PlanPacific Hotel Management, LL…$7MBarrett Financial Group, L.L.C. 401(k) PlanBarrett Financial Group, L.L…$7M
End-of-year total assets ($M) among Hickcox, Robertson, & Stunda, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hickcox, Robertson & Stunda, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Hickcox, Robertson & Stunda, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 51.271621880183325% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.74M $7.16M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 7 $5M
2023 1 5 $6M
2024 1 7 $7M

Hickcox, Robertson & Stunda, LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN852218627
Plan Effective Date2020-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Hickcox, Robertson, & Stunda, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Hickcox, Robertson, & Stunda, LLC 401(k) Plan, Total assets ($B): 0.007162914 · Participants: 7Hickcox, Robertson, & Stunda, 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
Hickcox, Robertson, & Stunda, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Hickcox, Robertson, & Stunda, LLC 401(k) Plan side-by-side with 3 peers →

Hickcox, Robertson, & Stunda, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Allure Healthcare Management 401(k) Plan in IL ($7M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Hickcox, Robertson, & Stunda, LLC 401(k) Plan assets move in 2024? ▼
Hickcox, Robertson, & Stunda, LLC 401(k) Plan grew sharply - up 24.6% during 2024, from $6M to $7M. Reported net income was $1M.
How have Hickcox, Robertson & Stunda, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hickcox, Robertson & Stunda, LLC's sponsor-wide assets grew 51.3%, from $5M to $7M.
Which 401(k) plans are similar in size to Hickcox, Robertson, & Stunda, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allure Healthcare Management 401(k) Plan in IL ($7M, 1,361 participants).
Which 401(k) plans cover a similar participant headcount to Hickcox, Robertson, & Stunda, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 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 852218627.

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.