401(k) · DOL Form 5500 · 2024

Hoffman/Lewis Dba H&l Partners 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
168
Participants Small participant base
72nd
Percentile by assets National rank
$131,747
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: H&l Partners 401(k) Profit Sharing · Sponsored by Hoffman/Lewis Dba H&l Partners · California · Professional & Technical Services

$22M in assets, 168 participants

Hoffman/Lewis Dba H&l Partners's H&l Partners 401(k) Profit Sharing reported $22M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,461 in Professional & Technical Services (20,173 peers)

Coverage in California

H&l Partners 401(k) Profit Sharing covers 168 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $22M.

#14,461
in Professional & Technical Services (20,173 peers)
+23.2%
assets growth YoY

H&l Partners 401(k) Profit Sharing's outsized position by total assets

H&l Partners 401(k) Profit Sharing vs every filed plan by assets

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

$22,133,435 Top 28% higher than 72% 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

H&l Partners 401(k) Profit Sharing among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H&l Partners 401(k) Profit Sharing sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • H&l Partners 401(k) Profit Sharing end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • H&l Partners 401(k) Profit Sharing reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 942979171 · Hoffman/Lewis Dba H&l Partners PY 2024 · 401(k)

H&l Partners 401(k) Profit Sharing · $22M · 168 · 72nd

  • IND $22M
  • EOY 168
  • 5500 72nd
  • ASSETS 401(k)
  • PCT near New York Anesthesiology Medical Specialties, P.C. Employees' Deferred Savings and Profit Sharing Plan
  • EIN ind #14461

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 California →

H&l Partners 401(k) Profit Sharing in the asset neighbourhood

West Georgia Electric 401(k) Profit Sharing Plan and TrustWest Georgia Electric 401(k)…$22MH&l Partners 401(k) Profit SharingH&l Partners 401(k) Profit S…$22MNew York Anesthesiology Medical Specialties, P.C. Employees' Deferred Savings and Profit Sharing PlanNew York Anesthesiology Medi…$22MMeasurement Incorporated 401(k) PlanMeasurement Incorporated 401…$22MCommunity Reach Center Systems, Inc. Retirement PlanCommunity Reach Center Syste…$22M
End-of-year total assets ($M) among H&l Partners 401(k) Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN942979171
Plan Effective Date1985-12-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Hoffman/Lewis Dba H&l Partners)

Sponsor-wide plan assets over time

All Hoffman/Lewis Dba H&l Partners plans reported in each filing year

Latest sponsor-wide plan assets
$22M 58.54483869796222% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14M $22.1M ▲ +58.5%
Year Plans Participants Total Assets
2022 1 161 $14M
2023 1 169 $18M
2024 1 168 $22M

Nearby 401(k) Plans in California

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

H&l Partners 401(k) Profit Sharing vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants H&l Partners 401(k) Profit Sharing, Total assets ($B): 0.022133435 · Participants: 168H&l Partners 401(k) Profit SharingGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
H&l Partners 401(k) Profit Sharing vs. nearby 401(k) plans in California, assets vs. participants
Compare H&l Partners 401(k) Profit Sharing side-by-side with 3 peers →

H&l Partners 401(k) Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is New York Anesthesiology Medical Specialties, P.C. Employees' Deferred Savings and Profit Sharing Plan in NY ($22M); by covered participants it is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 H&l Partners 401(k) Profit Sharing assets move in 2024? ▼
H&l Partners 401(k) Profit Sharing grew sharply - up 23.2% during 2024, from $18M to $22M. Reported net income was $4M.
How have Hoffman/Lewis Dba H&l Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hoffman/Lewis Dba H&l Partners's sponsor-wide assets grew 58.5%, from $14M to $22M.
Which 401(k) plans are similar in size to H&l Partners 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is New York Anesthesiology Medical Specialties, P.C. Employees' Deferred Savings and Profit Sharing Plan in NY ($22M, 119 participants).
Which 401(k) plans cover a similar participant headcount to H&l Partners 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 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 942979171.

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.