401(k) · DOL Form 5500 · 2024
Henley Enterprises, Inc. 401(k) Plan
Data updated 2026-08-11
- $54M
- Total assets
- 2,971
- Participants
- 85th
- Percentile by assets
- $18,113
- Avg per participant
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.
- 85th percentile by assets (of 123,622 plans)
- #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.
- $54M
- total plan assets (2024 EOY)
- 2,971
- covered participants
- 85th
- percentile by assets (of 123,622 plans)
- $18,113
- avg assets per participant
Where Henley Companies 401(k) Savings Plan sits 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
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Henley Companies 401(k) Savings Plan reports 2,971 participants - 4.5x that state average ($54M EOY assets).
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.)
| 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.
Henley Companies 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Henley Companies 401(k) Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Henley Companies 401(k) Savings Plan assets move in 2024? ▼
How have Henley Enterprises, Inc. plan assets changed over time? ▼
Where does Henley Companies 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Henley Companies 401(k) Savings Plan? ▼
Next read for Henley Companies 401(k) Savings Plan
Filing takeaways
Ways to act on Henley Companies 401(k) Savings Plan's numbers.
- By total assets, Henley Companies 401(k) Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Henley Enterprises, Inc.'s sponsor-wide assets have grown 60.9% since 2022 across 3 plan years on file. More Other Services plans