401(k) · DOL Form 5500 · 2024

Hawkins, Delafield & Wood, LLP 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
101
Participants Small participant base
91st
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Hd&w Retirement Plan · Sponsored by Hawkins, Delafield & Wood, LLP · New York · Professional & Technical Services

$107M in assets, 101 participants

Hawkins, Delafield & Wood, LLP's Hd&w Retirement Plan reported $107M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,570 in Professional & Technical Services (20,173 peers)

Coverage in New York

Hd&w Retirement Plan covers 101 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $107M.

#18,570
in Professional & Technical Services (20,173 peers)
+8.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Hd&w Retirement Plan's outsized position by total assets

Hd&w Retirement Plan vs every filed plan by assets

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

$106,658,965 Top 9% higher than 91% 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

Hd&w Retirement 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. Hd&w Retirement Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hd&w Retirement Plan end-of-year assets rose from $99M in the plan year 2023 filing to $107M in the plan year 2024 filing.
  • Hd&w Retirement Plan reported participants fell from 109 in the plan year 2023 filing to 101 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 135513990 · Hawkins, Delafield & Wood, LLP PY 2024 · 401(k)

Hd&w Retirement Plan · $107M · 101 · 91st

  • NET $107M
  • NET 101
  • NET 91st
  • NET 401(k)
  • NET near Bard, Rao & Athanas Consulting Engineers, LLC 401(k) Plan
  • NET ind #18570

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 New York →

Hd&w Retirement Plan in the asset neighbourhood

Aldrich Retirement Plan$107MBard, Rao & Athanas Consulting Engineers, LLC 401(k) PlanBard, Rao & Athanas Consulti…$107MHd&w Retirement Plan$107MCalifornia Dairies, Inc. 401(k) Savings PlanCalifornia Dairies, Inc. 401…$107MSpitzer Management Inc Profit Sharing and Savings PlanSpitzer Management Inc Profi…$107M
End-of-year total assets ($M) among Hd&w Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$107M
Net Income$6M
Employer EIN135513990
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawkins, Delafield & Wood, LLP)

Sponsor-wide plan assets over time

All Hawkins, Delafield & Wood, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$107M 15.18333085563298% vs 2022
2024 filing year
$90M$95M$100M$105M$110M 202220232024 $92.6M $107M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 113 $93M
2023 1 109 $99M
2024 1 101 $107M

Nearby 401(k) Plans in New York

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

Hd&w Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hd&w Retirement Plan, Total assets ($B): 0.106658965 · Participants: 101Hd&w Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Hd&w Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Hd&w Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bard, Rao & Athanas Consulting Engineers, LLC 401(k) Plan in MA ($107M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Hd&w Retirement Plan assets move in 2024?
Hd&w Retirement Plan grew at a solid clip - up 8.2% during 2024, from $99M to $107M. Reported net income was $6M.
How have Hawkins, Delafield & Wood, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Hawkins, Delafield & Wood, LLP's sponsor-wide assets grew 15.2%, from $93M to $107M.
Where does Hd&w Retirement Plan rank by assets among Form 5500 filers?
Hd&w Retirement Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Hd&w Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Bard, Rao & Athanas Consulting Engineers, LLC 401(k) Plan in MA ($107M, 520 participants).
Which 401(k) plans cover a similar participant headcount to Hd&w Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Phh 401(k) Plan in TX (101 participants, N/A in assets).