401(k) · DOL Form 5500 · 2024

Hotc Investment Co. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
30
Participants Small participant base
41st
Percentile by assets National rank
$156,058
Avg per participant Above avg balance/head
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Official DOL plan name: Hotc Investment Co. Employee Stock Ownership Plan · Sponsored by Hotc Investment Co. · Colorado · Finance & Insurance

$5M in assets, 30 participants

Hotc Investment Co.'s Hotc Investment Co. Employee Stock Ownership Plan reported $5M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,343 in Finance & Insurance (8,549 peers)

Hotc Investment Co. multi-year trail

Hotc Investment Co.'s plans moved +12.7% in assets from 2022 to 2024; this filing shows Hotc Investment Co. Employee Stock Ownership Plan at $5M / 30 participants.

#2,343
in Finance & Insurance (8,549 peers)
+0.8%
assets growth YoY

Hotc Investment Co. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Hotc Investment Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,681,727 41st percentile higher than 41% 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

Hotc Investment Co. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hotc Investment Co. Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hotc Investment Co. Employee Stock Ownership Plan reported net income fell from $490K in the plan year 2023 filing to $37K in the plan year 2024 filing.
  • Hotc Investment Co. Employee Stock Ownership Plan reported participants fell from 33 in the plan year 2023 filing to 30 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 261121084 · Hotc Investment Co. PY 2024 · 401(k)

Hotc Investment Co. Employee Stock Ownership Plan · $5M · 30 · 41st

  • PHOTO $5M
  • IND 30
  • EOY 41st
  • 5500 401(k)
  • ASSETS near Sunshine Automotive Agency, Inc. 401(k) Plan
  • PCT ind #2343

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 Colorado →

Hotc Investment Co. Employee Stock Ownership Plan in the asset neighbourhood

Hotc Investment Co. Employee Stock Ownership PlanHotc Investment Co. Employee…$5MSunshine Automotive Agency, Inc. 401(k) PlanSunshine Automotive Agency, …$5MBierman Aba 401(k) Profit Sharing Plan and TrustBierman Aba 401(k) Profit Sh…$5MEnerset Electric Ltd. 401(k) PlanEnerset Electric Ltd. 401(k)…$5MTarbell Management Group, LLC Employee Savings PlanTarbell Management Group, LL…$5M
End-of-year total assets ($M) among Hotc Investment Co. Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hotc Investment Co. multi-year asset trail

Sponsor-wide plan assets over time

All Hotc Investment Co. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 12.673282576859718% vs 2022
2024 filing year
$4M$4.2M$4.4M$4.6M$4.8M 202220232024 $4.16M $4.68M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 30 $4M
2023 1 33 $5M
2024 1 30 $5M

Hotc Investment Co. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$37K
Employer EIN261121084
Plan Effective Date2007-05-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Hotc Investment Co. Employee Stock Ownership Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Hotc Investment Co. Employee Stock Ownership Plan, Total assets ($B): 0.004681727 · Participants: 30Hotc Investment Co. Employee Stock Ownership PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Hotc Investment Co. Employee Stock Ownership Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Hotc Investment Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Hotc Investment Co. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Sunshine Automotive Agency, Inc. 401(k) Plan in MI ($5M); by covered participants it is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Hotc Investment Co. Employee Stock Ownership Plan assets move in 2024? ▼
Hotc Investment Co. Employee Stock Ownership Plan held essentially flat - up 0.8% during 2024, from $5M to $5M. Reported net income was $37K.
How have Hotc Investment Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hotc Investment Co.'s sponsor-wide assets grew 12.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Hotc Investment Co. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunshine Automotive Agency, Inc. 401(k) Plan in MI ($5M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Hotc Investment Co. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants, $1M in assets).

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) - original filing retrieval by EIN 261121084.

Read our methodology - how this data is sourced, computed, and verified.

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