401(k) · DOL Form 5500 · 2024

Hatchett & Fagan Direct, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$492,502
Avg per participant High balance/head
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Official DOL plan name: Hatchett & Fagan Direct, Inc. 401(k) Plan · Sponsored by Hatchett & Fagan Direct, Inc. · Alabama · Professional & Technical Services

$1M in assets, 3 participants

Hatchett & Fagan Direct, Inc.'s Hatchett & Fagan Direct, Inc. 401(k) Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,402 in Professional & Technical Services (20,173 peers)

2024 asset change

Hatchett & Fagan Direct, Inc. 401(k) Plan grew sharply 22.9% in 2024 ($1M → $1M) for 3 participants.

#4,402
in Professional & Technical Services (20,173 peers)
+22.9%
assets growth YoY

Hatchett & Fagan Direct, Inc. 401(k) Plan among the smaller filed plans by assets

Hatchett & Fagan Direct, Inc. 401(k) Plan vs every filed plan by assets

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

$1,477,507 26th percentile higher than 26% 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

Hatchett & Fagan Direct, Inc. 401(k) 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. Hatchett & Fagan Direct, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hatchett & Fagan Direct, Inc. 401(k) Plan reported net income rose from -$352K in the plan year 2023 filing to $276K in the plan year 2024 filing.
  • Hatchett & Fagan Direct, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 631141339 · Hatchett & Fagan Direct, Inc. PY 2024 · 401(k)

Hatchett & Fagan Direct, Inc. 401(k) Plan · $1M · 3 · 26th

  • PCT $1M
  • PCT 3
  • PCT 26th
  • PCT 401(k)
  • PCT near Pdg 401(k) Plan
  • PCT ind #4402

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 Alabama →

Hatchett & Fagan Direct, Inc. 401(k) Plan in the asset neighbourhood

Hatchett & Fagan Direct, Inc. 401(k) PlanHatchett & Fagan Direct, Inc…$1MPdg 401(k) Plan$1MFehr Home Care Corp. 401(k) Profit Sharing PlanFehr Home Care Corp. 401(k) …$1MGrace Family Partners, Inc. 401(k) Profit Sharing PlanGrace Family Partners, Inc. …$1MNational on Demand 401(k) PlanNational on Demand 401(k) Pl…$1M
End-of-year total assets ($M) among Hatchett & Fagan Direct, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hatchett & Fagan Direct, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Hatchett & Fagan Direct, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 4.920493960629871% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.55M $1.48M ▼ -4.5%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $1M
2024 1 3 $1M

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$276K
Employer EIN631141339
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Hatchett & Fagan Direct, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Hatchett & Fagan Direct, Inc. 401(k) Plan, Total assets ($B): 0.001477507 · Participants: 3Hatchett & Fagan Direct, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Hatchett & Fagan Direct, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Hatchett & Fagan Direct, Inc. 401(k) Plan side-by-side with 3 peers →

Hatchett & Fagan Direct, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Pdg 401(k) Plan in CA ($1M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Hatchett & Fagan Direct, Inc. 401(k) Plan assets move in 2024? ▼
Hatchett & Fagan Direct, Inc. 401(k) Plan grew sharply - up 22.9% during 2024, from $1M to $1M. Reported net income was $276K.
How have Hatchett & Fagan Direct, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hatchett & Fagan Direct, Inc.'s sponsor-wide assets declined 4.9%, from $2M to $1M.
Which 401(k) plans are similar in size to Hatchett & Fagan Direct, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pdg 401(k) Plan in CA ($1M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Hatchett & Fagan Direct, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 631141339.

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.