401(k) · DOL Form 5500 · 2024

Happy Beagles Inc. 401(k) Plan

Data updated 2026-08-25

$215K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$215,175
Avg per participant Above avg balance/head
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Official DOL plan name: Happy Beagles 401(k) Trust · Sponsored by Happy Beagles Inc. · Texas · Other Services

$215K in assets, 1 participants

Happy Beagles Inc.'s Happy Beagles 401(k) Trust reported $215K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,806 in Other Services (7,719 peers)

Happy Beagles Inc. multi-year trail

Happy Beagles Inc.'s plans moved +54.4% in assets from 2022 to 2024; this filing shows Happy Beagles 401(k) Trust at $215K / 1 participant.

#1,806
in Other Services (7,719 peers)
+26.7%
assets growth YoY

Happy Beagles 401(k) Trust among the smaller filed plans by assets

Happy Beagles 401(k) Trust vs every filed plan by assets

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

$215,175 11th percentile higher than 11% 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

Happy Beagles 401(k) Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Happy Beagles 401(k) Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Happy Beagles 401(k) Trust reported net income rose from $30K in the plan year 2023 filing to $45K in the plan year 2024 filing.
  • Happy Beagles 401(k) Trust end-of-year assets rose from $170K in the plan year 2023 filing to $215K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 853911029 · Happy Beagles Inc. PY 2024 · 401(k)

Happy Beagles 401(k) Trust · $215K · 1 · 11th

  • BOY $215K
  • SCH 1
  • EBSA 11th
  • PART 401(k)
  • TYPE near Southern Family Ventures, Inc. 401(k)Profit Sharing Plan
  • NET ind #1806

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 Texas →

Happy Beagles 401(k) Trust in the asset neighbourhood

Happy Beagles 401(k) Trust$215KSouthern Family Ventures, Inc. 401(k)Profit Sharing PlanSouthern Family Ventures, In…$215KBy Shear Design, Inc. 401(k) PlanBy Shear Design, Inc. 401(k)…$215KPuerto Rican American Corporation 401(k) PlanPuerto Rican American Corpor…$215KKetch4, Inc. 401(k) Profit Sharing PlanKetch4, Inc. 401(k) Profit S…$215K
End-of-year total assets ($M) among Happy Beagles 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Happy Beagles Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Happy Beagles Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$215K 54.44327210869706% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M 202220232024 $0.14M $0.22M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 1 $139K
2023 1 1 $170K
2024 1 1 $215K

Happy Beagles Inc. filing trail (2024)

Total Assets (Beginning of Year)$170K
Net Assets (End of Year)$215K
Net Income$45K
Employer EIN853911029
Plan Effective Date2020-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Happy Beagles 401(k) Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Happy Beagles 401(k) Trust, Total assets ($B): 0.000215175 · Participants: 1Happy Beagles 401(k) TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Happy Beagles 401(k) Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Happy Beagles 401(k) Trust side-by-side with 3 peers →

Happy Beagles 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Southern Family Ventures, Inc. 401(k)Profit Sharing Plan in FL ($215K); by covered participants it is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Happy Beagles 401(k) Trust assets move in 2024? ▼
Happy Beagles 401(k) Trust grew sharply - up 26.7% during 2024, from $170K to $215K. Reported net income was $45K.
How have Happy Beagles Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Happy Beagles Inc.'s sponsor-wide assets grew 54.4%, from $139K to $215K.
Where does Happy Beagles 401(k) Trust rank by assets among Form 5500 filers? ▼
Happy Beagles 401(k) Trust ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Happy Beagles 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Southern Family Ventures, Inc. 401(k)Profit Sharing Plan in FL ($215K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Happy Beagles 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant, 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 853911029.

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.