401(k) · DOL Form 5500 · 2024
Henley Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 2,971
- Participants Above avg headcount
- 85th
- Percentile by assets National rank
- $18,113
- Avg per participant Low balance/head
Official DOL plan name: Henley Companies 401(k) Savings Plan · Sponsored by Henley Enterprises, Inc. · Massachusetts · Other Services
$54M in assets, 2,971 participants
Henley Enterprises, Inc.'s Henley Companies 401(k) Savings Plan reported $54M in total assets and 2,971 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #7,201 in Other Services (7,719 peers)
Coverage in Massachusetts
Henley Companies 401(k) Savings Plan covers 2,971 participants in Massachusetts, 4.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $54M.
- #7,201
- in Other Services (7,719 peers)
- +24.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Henley Companies 401(k) Savings Plan's outsized position by total assets
Henley Companies 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$53,813,048 Top 15% higher than 85% 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
Henley Companies 401(k) 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. Henley Companies 401(k) Savings Plan lands in the large band (2,971 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Henley Companies 401(k) Savings Plan end-of-year assets rose from $43M in the plan year 2023 filing to $54M in the plan year 2024 filing.
- Henley Companies 401(k) Savings Plan reported participants rose from 2,710 in the plan year 2023 filing to 2,971 in the plan year 2024 filing.
- Henley Companies 401(k) Savings Plan reported net income rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 043036456 · Henley Enterprises, Inc. PY 2024 · 401(k)
Henley Companies 401(k) Savings Plan · $54M · 2,971 · 85th
- VS-ST $54M
- BOY 2,971
- SCH 85th
- EBSA 401(k)
- PART near Watermark Retirement Communities, LLC 401(k) Plan
- TYPE ind #7201
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 Other Services retirement plans → · Plans in Massachusetts →
Henley Companies 401(k) Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $10M |
| Employer EIN | 043036456 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Henley Enterprises, Inc.)
Sponsor-wide plan assets over time
All Henley Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 60.931265846054416% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,601 | $33M |
| 2023 | 1 | 2,710 | $43M |
| 2024 | 1 | 2,971 | $54M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Henley Companies 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Watermark Retirement Communities, LLC 401(k) Plan in AZ ($54M); by covered participants it is Govcio LLC 401(k) Profit Sharing Plan in DC (2,971 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
- Watermark Retirement Communities, LLC 401(k) Plan (AZ) $54M · 3,977
- Ppfa Retirement Plan (NY) $54M · 456
- Sakura Finetek USA, Inc. 401(k) Retirement Savings Plan (CA) $54M · 238
- Neff Group Distributors, Inc. Retirement Plan (IN) $54M · 211
Similar participant headcount
Nearest other-state filings by covered participants (2,971 participants); asset peers above are excluded.
- Govcio LLC 401(k) Profit Sharing Plan (DC) 2,971 · 0 off
- Guardian Pharmacy Services Management, LLC 401(k) Plan (GA) 2,972 · 1 off
- Allegiance Health Management Retirement Savings Plan (LA) 2,972 · 1 off
- The Cleveland Guardians 401(k) Plan (OH) 2,974 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.