401(k) · DOL Form 5500 · 2024

Hudson Financial Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
6
Participants Small participant base
44th
Percentile by assets National rank
$932,705
Avg per participant High balance/head
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Official DOL plan name: Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan · Sponsored by Hudson Financial Advisors, Inc. · Ohio · Finance & Insurance

$6M in assets, 6 participants

Hudson Financial Advisors, Inc.'s Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,556 in Finance & Insurance (8,549 peers)

Hudson Financial Advisors, Inc. multi-year trail

Hudson Financial Advisors, Inc.'s plans moved +36.0% in assets from 2022 to 2024; this filing shows Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan at $6M / 6 participants.

#2,556
in Finance & Insurance (8,549 peers)
+14.8%
assets growth YoY

Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,596,229 44th percentile higher than 44% 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

Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 341824539 · Hudson Financial Advisors, Inc. PY 2024 · 401(k)

Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan · $6M · 6 · 44th

  • EOY $6M
  • 5500 6
  • ASSETS 44th
  • PCT 401(k)
  • EIN near Manco Abbott, Inc. 401(k) Plan
  • RANK ind #2556

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 Ohio →

Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Hudson Financial Advisors, Inc. 401(k) Profit Sharing PlanHudson Financial Advisors, I…$6MManco Abbott, Inc. 401(k) PlanManco Abbott, Inc. 401(k) Pl…$6MBorinquen Health Care Center, Inc. 401(k) PlanBorinquen Health Care Center…$6MGordon Fishburn & Major 401(k) Salary Reduction Plan and TrustGordon Fishburn & Major 401(…$6MBel Wisconsin Hourly 401(k) PlanBel Wisconsin Hourly 401(k) …$6M
End-of-year total assets ($M) among Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hudson Financial Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hudson Financial Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 36.03667200241142% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $4.11M $5.6M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 5 $5M
2024 1 6 $6M

Hudson Financial Advisors, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$722K
Employer EIN341824539
Plan Effective Date1996-03-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005596229 · Participants: 6Hudson Financial Advisors, Inc. 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Manco Abbott, Inc. 401(k) Plan in CA ($6M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.8% during 2024, from $5M to $6M. Reported net income was $722K.
How have Hudson Financial Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hudson Financial Advisors, Inc.'s sponsor-wide assets grew 36.0%, from $4M to $6M.
Which 401(k) plans are similar in size to Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Manco Abbott, Inc. 401(k) Plan in CA ($6M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Hudson Financial Advisors, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A 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 341824539.

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.