401(k) · DOL Form 5500 · 2024
H.W. Kaufman Financial Group 401(k) Plan
Data updated 2026-08-25
- $155M
- Total assets Near avg plan size
- 1,478
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $105,184
- Avg per participant Below avg balance/head
Official DOL plan name: H. W. Kaufman Financial Group Retirement Savings Plan · Sponsored by H.W. Kaufman Financial Group · Michigan · Finance & Insurance
$155M in assets, 1,478 participants
H.W. Kaufman Financial Group's H. W. Kaufman Financial Group Retirement Savings Plan reported $155M in total assets and 1,478 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,613 in Finance & Insurance (8,549 peers)
Coverage in Michigan
H. W. Kaufman Financial Group Retirement Savings Plan covers 1,478 participants in Michigan, 2.3x the typical Michigan plan (state average ~638 per filing). Assets: $155M.
- #7,613
- in Finance & Insurance (8,549 peers)
- +13.9%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
H. W. Kaufman Financial Group Retirement Savings Plan's outsized position by total assets
H. W. Kaufman Financial Group Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$155,462,341 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
H. W. Kaufman Financial Group Retirement Savings 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. H. W. Kaufman Financial Group Retirement Savings Plan lands in the large band (1,478 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- H. W. Kaufman Financial Group Retirement Savings Plan end-of-year assets rose from $137M in the plan year 2023 filing to $155M in the plan year 2024 filing.
- H. W. Kaufman Financial Group Retirement Savings Plan reported participants fell from 1,614 in the plan year 2023 filing to 1,478 in the plan year 2024 filing.
- H. W. Kaufman Financial Group Retirement Savings Plan reported net income fell from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 381903339 · H.W. Kaufman Financial Group PY 2024 · 401(k)
H. W. Kaufman Financial Group Retirement Savings Plan · $155M · 1,478 · 93rd
- BOOK $155M
- VS-ST 1,478
- BOY 93rd
- SCH 401(k)
- EBSA near Saddle Creek Corporation Retirement Savings Plan
- PART ind #7613
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 Michigan →
H. W. Kaufman Financial Group Retirement Savings Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $137M |
|---|---|
| Net Assets (End of Year) | $155M |
| Net Income | $19M |
| Employer EIN | 381903339 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H.W. Kaufman Financial Group)
Sponsor-wide plan assets over time
All H.W. Kaufman Financial Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $155M 33.16817707109117% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,729 | $117M |
| 2023 | 1 | 1,614 | $137M |
| 2024 | 1 | 1,478 | $155M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
H. W. Kaufman Financial Group Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Saddle Creek Corporation Retirement Savings Plan in FL ($156M); by covered participants it is Tribune Publishing Company 401(k) Plan in CO (1,478 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($155M here).
- Saddle Creek Corporation Retirement Savings Plan (FL) $156M · 5,004
- Butterball, LLC Salary & Hourly 401(k) Plan (NC) $156M · 5,082
- Ardurra Retirement Plan (FL) $156M · 1,433
- Bolton & Menk, Inc. 401(k) Plan (MN) $155M · 947
Similar participant headcount
Nearest other-state filings by covered participants (1,478 participants); asset peers above are excluded.
- Tribune Publishing Company 401(k) Plan (CO) 1,478 · 0 off
- Cooperative Home Care Associates, Inc. 401(k) Plan (NY) 1,479 · 1 off
- Sun Pharmaceutical Industries, Inc. 401(k) Plan (NJ) 1,477 · 1 off
- Daniel G. Schuster LLC 401(k) Salary Reduction Plan (MD) 1,477 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.