401(k) · DOL Form 5500 · 2024

Hooper, Lundy & Bookman, P.C. 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
98
Participants Small participant base
85th
Percentile by assets National rank
$561,324
Avg per participant High balance/head
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Official DOL plan name: Hooper, Lundy & Bookman, Inc. 401(k) Plan · Sponsored by Hooper, Lundy & Bookman, P.C. · California · Professional & Technical Services

$55M in assets, 98 participants

Hooper, Lundy & Bookman, P.C.'s Hooper, Lundy & Bookman, Inc. 401(k) Plan reported $55M in total assets and 98 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.

  • #17,345 in Professional & Technical Services (20,173 peers)

Where Hooper, Lundy & Bookman, Inc. 401(k) Plan sits by assets

Hooper, Lundy & Bookman, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 98 participants (~$561,324/participant), up 13.5% in 2024.

#17,345
in Professional & Technical Services (20,173 peers)
+13.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Hooper, Lundy & Bookman, Inc. 401(k) Plan's outsized position by total assets

Hooper, Lundy & Bookman, Inc. 401(k) Plan vs every filed plan by assets

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

$55,009,790 Top 15% higher than 85% 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

Hooper, Lundy & Bookman, Inc. 401(k) 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. Hooper, Lundy & Bookman, Inc. 401(k) Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hooper, Lundy & Bookman, Inc. 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Hooper, Lundy & Bookman, Inc. 401(k) Plan end-of-year assets rose from $48M in the plan year 2023 filing to $55M in the plan year 2024 filing.
  • Hooper, Lundy & Bookman, Inc. 401(k) Plan reported participants rose from 94 in the plan year 2023 filing to 98 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954109805 · Hooper, Lundy & Bookman, P.C. PY 2024 · 401(k)

Hooper, Lundy & Bookman, Inc. 401(k) Plan · $55M · 98 · 85th

  • SCH $55M
  • SCH 98
  • SCH 85th
  • SCH 401(k)
  • SCH near Standard Sales Company, L.P. 401(k) Plan
  • SCH ind #17345

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 Professional & Technical Services retirement plans → · Plans in California →

Hooper, Lundy & Bookman, Inc. 401(k) Plan in the asset neighbourhood

Buckeye International, Inc 401(k) PlanBuckeye International, Inc 4…$55MHooper, Lundy & Bookman, Inc. 401(k) PlanHooper, Lundy & Bookman, Inc…$55MStandard Sales Company, L.P. 401(k) PlanStandard Sales Company, L.P.…$55MDearborn Holding Company, LLC 401(k) Profit Sharing PlanDearborn Holding Company, LL…$55MThrive Operations, LLC 401(k) PlanThrive Operations, LLC 401(k…$55M
End-of-year total assets ($M) among Hooper, Lundy & Bookman, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$55M
Net Income$7M
Employer EIN954109805
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hooper, Lundy & Bookman, P.C.)

Sponsor-wide plan assets over time

All Hooper, Lundy & Bookman, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 36.192107611239244% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.4M $55M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 98 $40M
2023 1 94 $48M
2024 1 98 $55M

Nearby 401(k) Plans in California

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

Hooper, Lundy & Bookman, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Hooper, Lundy & Bookman, Inc. 401(k) Plan, Total assets ($B): 0.05500979 · Participants: 98Hooper, Lundy & Bookman, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Hooper, Lundy & Bookman, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hooper, Lundy & Bookman, Inc. 401(k) Plan side-by-side with 3 peers →

Hooper, Lundy & Bookman, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Standard Sales Company, L.P. 401(k) Plan in TX ($55M); by covered participants it is Premier Medical Group Profit Sharing Plan in NY (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Hooper, Lundy & Bookman, Inc. 401(k) Plan assets move in 2024? ▼
Hooper, Lundy & Bookman, Inc. 401(k) Plan grew at a solid clip - up 13.5% during 2024, from $48M to $55M. Reported net income was $7M.
How have Hooper, Lundy & Bookman, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hooper, Lundy & Bookman, P.C.'s sponsor-wide assets grew 36.2%, from $40M to $55M.
Where does Hooper, Lundy & Bookman, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Hooper, Lundy & Bookman, Inc. 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hooper, Lundy & Bookman, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Standard Sales Company, L.P. 401(k) Plan in TX ($55M, 482 participants).
Which 401(k) plans cover a similar participant headcount to Hooper, Lundy & Bookman, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Medical Group Profit Sharing Plan in NY (98 participants, $21M 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 954109805.

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.