401(k) · DOL Form 5500 · 2024
Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 162
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $106,831
- Avg per participant Below avg balance/head
Official DOL plan name: Hungerford Nichols Investment Plan and Trust · Sponsored by Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols · Michigan · Professional & Technical Services
$17M in assets, 162 participants
Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols's Hungerford Nichols Investment Plan and Trust reported $17M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #13,430 in Professional & Technical Services (20,173 peers)
Coverage in Michigan
Hungerford Nichols Investment Plan and Trust covers 162 participants in Michigan, about 25% of the average Michigan filer (state average ~638 per filing). Assets: $17M.
- #13,430
- in Professional & Technical Services (20,173 peers)
- +22.2%
- assets growth YoY
Hungerford Nichols Investment Plan and Trust's outsized position by total assets
Hungerford Nichols Investment Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,306,614 Top 33% higher than 67% 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
Hungerford Nichols Investment Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hungerford Nichols Investment Plan and Trust sits mid-pack in the medium band (162 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hungerford Nichols Investment Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Hungerford Nichols Investment Plan and Trust end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Hungerford Nichols Investment Plan and Trust reported participants rose from 153 in the plan year 2023 filing to 162 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 382184825 · Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols PY 2024 · 401(k)
Hungerford Nichols Investment Plan and Trust · $17M · 162 · 67th
- PCT $17M
- EIN 162
- RANK 67th
- PHOTO 401(k)
- IND near Rio Gill 401(k) Plan & Trust
- EOY ind #13430
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 Michigan →
Hungerford Nichols Investment Plan and Trust in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 382184825 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols)
Sponsor-wide plan assets over time
All Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 46.40909866511549% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 127 | $12M |
| 2023 | 1 | 153 | $14M |
| 2024 | 1 | 162 | $17M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Hungerford Nichols Investment Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Rio Gill 401(k) Plan & Trust in CA ($17M); by covered participants it is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Rio Gill 401(k) Plan & Trust (CA) $17M · 721
- Knowledge Based Systems, Inc. 401(k) Plan (TX) $17M · 53
- Mcgriff 401(k) Plan (AL) $17M · 460
- Big Geyser Inc. 401(k) Plan (NY) $17M · 611
Similar participant headcount
Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.
- Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan (OH) 162 · 0 off
- Sirote & Permutt, P. C. Profit Sharing 401(k) Plan (AL) 162 · 0 off
- Ollion 401(k) Plan (WA) 162 · 0 off
- Q Labs LLC 401(k) Profit Sharing Plan (OH) 162 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.