Profit Sharing · DOL Form 5500 · 2024

Hg Strategy, LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$921,729
Avg per participant High balance/head
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Official DOL plan name: Hg Strategy, LLC Profit Sharing Retirement Plan · Sponsored by Hg Strategy, LLC · Puerto Rico · Other Services

$2M in assets, 2 participants

Hg Strategy, LLC's Hg Strategy, LLC Profit Sharing Retirement Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,097 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Hg Strategy, LLC Profit Sharing Retirement Plan ranks #4,097 of 7,719 2024 filers by assets (1089% of the sector average)-$2M for 2 participants.

#4,097
in Other Services (7,719 peers)
+16.1%
assets growth YoY

Hg Strategy, LLC Profit Sharing Retirement Plan among the smaller filed plans by assets

Hg Strategy, LLC Profit Sharing Retirement Plan vs every filed plan by assets

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

$1,843,457 29th percentile higher than 29% 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

Hg Strategy, LLC Profit Sharing Retirement 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. Hg Strategy, LLC Profit Sharing Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hg Strategy, LLC Profit Sharing Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660764086 · Hg Strategy, LLC PY 2024 · Profit Sharing

Hg Strategy, LLC Profit Sharing Retirement Plan · $2M · 2 · 29th

  • EIN $2M
  • RANK 2
  • PHOTO 29th
  • IND Profit Sharing
  • EOY near Drs Jordan and Bondurant Keogh Profit Sharing Plan
  • 5500 ind #4097

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 Other Services retirement plans → · Plans in Puerto Rico →

Hg Strategy, LLC Profit Sharing Retirement Plan in the asset neighbourhood

D/a Mfg Co., Inc. Retirement PlanD/a Mfg Co., Inc. Retirement…$2MThe Mister Shops Employees Retirement Plan & TrustThe Mister Shops Employees R…$2MHg Strategy, LLC Profit Sharing Retirement PlanHg Strategy, LLC Profit Shar…$2MDrs Jordan and Bondurant Keogh Profit Sharing PlanDrs Jordan and Bondurant Keo…$2MDean Brown Sole Proprietor Profit Sharing PlanDean Brown Sole Proprietor P…$2M
End-of-year total assets ($M) among Hg Strategy, LLC Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$255K
Employer EIN660764086
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hg Strategy, LLC)

Sponsor-wide plan assets over time

All Hg Strategy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 37.41503140083115% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.34M $1.84M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $2M

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Hg Strategy, LLC Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Hg Strategy, LLC Profit Sharing Retirement Plan, Total assets ($M): 1.843457 · Participants: 2Hg Strategy, LLC Profit Sharing Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Hg Strategy, LLC Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Hg Strategy, LLC Profit Sharing Retirement Plan side-by-side with 3 peers →

Hg Strategy, LLC Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Drs Jordan and Bondurant Keogh Profit Sharing Plan in TN ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Hg Strategy, LLC Profit Sharing Retirement Plan assets move in 2024? ▼
Hg Strategy, LLC Profit Sharing Retirement Plan grew sharply - up 16.1% during 2024, from $2M to $2M. Reported net income was $255K.
How have Hg Strategy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hg Strategy, LLC's sponsor-wide assets grew 37.4%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Hg Strategy, LLC Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Drs Jordan and Bondurant Keogh Profit Sharing Plan in TN ($2M, 14 participants).
Which Profit Sharing plans cover a similar participant headcount to Hg Strategy, LLC Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 660764086.

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.