401(k) · DOL Form 5500 · 2024
Hunt Valley Holdings LLC 401(k) Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 8,194
- Participants Very large workforce
- 92nd
- Percentile by assets National rank
- $14,946
- Avg per participant Low balance/head
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.
- #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.
- #15,710
- in Healthcare & Social Assistance (16,916 peers)
- +9.8%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Fundamental Retirement Savings Plan's outsized position 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
Fundamental Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fundamental Retirement Savings Plan lands in the large band (8,194 participants).
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.
Published 5500 schedule card
Filing strip 204005037 · Hunt Valley Holdings LLC PY 2024 · 401(k)
Fundamental Retirement Savings Plan · $122M · 8,194 · 92nd
- NET $122M
- BOOK 8,194
- VS-ST 92nd
- BOY 401(k)
- SCH near Bruckner Truck Sales, Inc. Employee Profit Sharing Plan
- EBSA ind #15710
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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →
Fundamental Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Hunt Valley Holdings LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $122M 24.215774571796977% vs 2022
- 2024 filing year
| 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.
- 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 |
Fundamental Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Bruckner Truck Sales, Inc. Employee Profit Sharing Plan in TX ($122M); by covered participants it is The Profit Sharing and Savings Plan of Graybar Electric Company, Inc. in MO (8,193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (8,194 participants); asset peers above are excluded.
- The Profit Sharing and Savings Plan of Graybar Electric Company, Inc. (MO) 8,193 · 1 off
- Stifel Financial Profit Sharing 401(k) Plan (MO) 8,189 · 5 off
- Scheels All Sports, Inc. 401(k) Plan (ND) 8,186 · 8 off
- Big Y Foods, Inc. 401(k) Retirement Savings Plan (MA) 8,203 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.