401(k) · DOL Form 5500 · 2024
Hunt Valley Holdings LLC 401(k) Plan
Data updated 2026-08-11
- $122M
- Total assets
- 8,194
- Participants
- 92nd
- Percentile by assets
- $14,946
- Avg per participant
Official DOL plan name: Fundamental Retirement Savings Plan · Sponsored by Hunt Valley Holdings LLC · Maryland · Healthcare & Social Assistance
$122M in assets, 8,194 participants
Hunt Valley Holdings LLC's Fundamental Retirement Savings Plan reported $122M in total assets and 8,194 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #15,710 in Healthcare & Social Assistance (16,916 peers)
Coverage in Maryland
Fundamental Retirement Savings Plan covers 8,194 participants in Maryland, 8.8x the typical Maryland plan (state average ~929 per filing). Assets: $122M.
- $122M
- total plan assets (2024 EOY)
- 8,194
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $14,946
- avg assets per participant
Where Fundamental Retirement Savings Plan sits by total assets
Fundamental Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$122,467,999 Top 8% higher than 92% 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
- Fundamental Retirement Savings Plan reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Fundamental Retirement Savings Plan reported participants rose from 7,282 in the plan year 2023 filing to 8,194 in the plan year 2024 filing.
- Fundamental Retirement Savings Plan end-of-year assets rose from $112M in the plan year 2023 filing to $122M in the plan year 2024 filing.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Fundamental Retirement Savings Plan reports 8,194 participants - 8.8x that state average ($122M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | $11M |
| Employer EIN | 204005037 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hunt Valley Holdings LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,564 | $99M |
| 2023 | 1 | 7,282 | $112M |
| 2024 | 1 | 8,194 | $122M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Fundamental Retirement Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Scale composition for Fundamental Retirement Savings Plan
Fundamental Retirement Savings Plan reports $122M in end-of-year assets across 8,194 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $14,946 per participant (11% of the national average assets-per-participant) . Net income for plan year 2024 was $11M.
This plan identity (EIN 204005037, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $99M to $122M (+24.2%) while covered participants moved from 7,564 to 8,194 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,564 | $99M | Open filing |
| 2023 | 7,282 | $112M | Open filing |
| 2024 · index core | 8,194 | $122M | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Fundamental Retirement Savings Plan by total assets, not by location.
- Bruckner Truck Sales, Inc. Employee Profit Sharing Plan (TX) $122M · 1,451
- Save a Lot 401(k) Plan (MO) $122M · 974
- Bay Alarm Company Profit Sharing Plan (CA) $122M · 1,121
- Forcepoint 401(k) Retirement Plan (TX) $122M · 544
Frequently Asked Questions
How did Fundamental Retirement Savings Plan assets move in 2024? ▼
How have Hunt Valley Holdings LLC plan assets changed over time? ▼
Where does Fundamental Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Fundamental Retirement Savings Plan? ▼
Next read for Fundamental Retirement Savings Plan
Filing takeaways
Ways to act on Fundamental Retirement Savings Plan's numbers.
- By total assets, Fundamental Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Maryland. Compare plans
- Hunt Valley Holdings LLC's sponsor-wide assets have grown 24.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans