401(k)
2024 plan-year 401(k) DOL Form 5500

The H.T. Hackney Co. Employees Profit Sharing Retirement Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by The H. T. Hackney Company ยท Tennessee ยท Wholesale Trade

What the 2023 filing shows

The H.T. Hackney Co. Employees Profit Sharing Retirement Plan and Trust holds $125M for 3,128 participants - about $40,066 per participant, up 4.1% over the 2024 plan year.

$125M
total plan assets (2024 EOY)
3,128
covered participants
$40,066
avg assets per participant
+4.1%
assets growth YoY
Total Assets (2023)
$125M
Participants
3,128
State
Industry
Wholesale Trade

What the Filing Says About The H.T. Hackney Co. Employees Profit Sharing Retirement Plan and Trust

The H.T. Hackney Co. Employees Profit Sharing Retirement Plan and Trust is a 401(k) retirement plan sponsored by The H. T. Hackney Company, headquartered in Tennessee. As of the 2024 Form 5500 filing, the plan reports $125M in total end-of-year assets and covers 3,128 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 620222535, and the plan has been effective since 1975-06-29. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $120M at the beginning of 2024 to $125M at year-end โ€” a gain of 4.1%. Net assets (after liabilities) closed the year at $125M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$120M
Total Assets (End of Year)$125M
Net Assets (End of Year)$125M
Net Income$5M
Plan Type401(k)
Employer EIN620222535
Plan Effective Date1975-06-29
Filing StatusFILING RECEIVED

Sponsor Plan History (The H. T. Hackney Company)

Year Plans Participants Total Assets
2022 1 2,669 $106M
2023 1 2,843 $120M
2024 1 3,128 $125M

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Frequently Asked Questions

How much money is in the The H.T. Hackney Co. Employees Profit Sharing Retirement Plan and Trust?
As of the 2024 Form 5500 filing, The H.T. Hackney Co. Employees Profit Sharing Retirement Plan and Trust holds $125M in total assets with 3,128 participants. It is sponsored by The H. T. Hackney Company.
What type of plan is The H.T. Hackney Co. Employees Profit Sharing Retirement Plan and Trust?
The H.T. Hackney Co. Employees Profit Sharing Retirement Plan and Trust is a 401(k) plan. It has been effective since 1975-06-29. The plan is filed with the U.S. Department of Labor under EIN 620222535.
Who sponsors the The H.T. Hackney Co. Employees Profit Sharing Retirement Plan and Trust?
The H.T. Hackney Co. Employees Profit Sharing Retirement Plan and Trust is sponsored by The H. T. Hackney Company, located in Tennessee. The sponsor's EIN is 620222535 and the plan operates in the Wholesale Trade industry.
How did The H.T. Hackney Co. Employees Profit Sharing Retirement Plan and Trust perform in 2024?
The H.T. Hackney Co. Employees Profit Sharing Retirement Plan and Trust grew by 4.1% during 2024, moving from $120M to $125M in total assets. Net income was $5M.
Where can I find official filings for The H.T. Hackney Co. Employees Profit Sharing Retirement Plan and Trust?
Official Form 5500 filings for The H.T. Hackney Co. Employees Profit Sharing Retirement Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 620222535 or plan name at efast.dol.gov.
How does The H.T. Hackney Co. Employees Profit Sharing Retirement Plan and Trust compare to other plans?
You can compare The H.T. Hackney Co. Employees Profit Sharing Retirement Plan and Trust against other 401(k) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 620222535.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.