401(k) · DOL Form 5500 · 2024

Hathaway & Kunz, LLP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
19
Participants Small participant base
41st
Percentile by assets National rank
$246,893
Avg per participant Above avg balance/head
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Official DOL plan name: Hathaway & Kunz, LLP 401(k) Profit Sharing Plan · Sponsored by Hathaway & Kunz, LLP · Wyoming · Professional & Technical Services

$5M in assets, 19 participants

Hathaway & Kunz, LLP's Hathaway & Kunz, LLP 401(k) Profit Sharing Plan reported $5M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,713 in Professional & Technical Services (20,173 peers)

Hathaway & Kunz, LLP multi-year trail

Hathaway & Kunz, LLP's plans moved +32.6% in assets from 2022 to 2024; this filing shows Hathaway & Kunz, LLP 401(k) Profit Sharing Plan at $5M / 19 participants.

#7,713
in Professional & Technical Services (20,173 peers)
-6.2%
assets change YoY

The plan reported a net loss of $312K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hathaway & Kunz, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hathaway & Kunz, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,690,974 41st percentile higher than 41% 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

Hathaway & Kunz, LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hathaway & Kunz, LLP 401(k) Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hathaway & Kunz, LLP 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to -$312K in the plan year 2024 filing.
  • Hathaway & Kunz, LLP 401(k) Profit Sharing Plan reported participants rose from 15 in the plan year 2023 filing to 19 in the plan year 2024 filing.
  • Hathaway & Kunz, LLP 401(k) Profit Sharing Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 814724046 · Hathaway & Kunz, LLP PY 2024 · 401(k)

Hathaway & Kunz, LLP 401(k) Profit Sharing Plan · $5M · 19 · 41st

  • ASSETS $5M
  • PCT 19
  • EIN 41st
  • RANK 401(k)
  • PHOTO near Waldrop, Inc. 401(k) Profit Sharing Plan
  • IND ind #7713

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 Wyoming →

Hathaway & Kunz, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Hathaway & Kunz, LLP 401(k) Profit Sharing PlanHathaway & Kunz, LLP 401(k) …$5MWaldrop, Inc. 401(k) Profit Sharing PlanWaldrop, Inc. 401(k) Profit …$5MThe Bouqs Co 401(k) Plan$5MSchmidt Kramer PC Retirement PlanSchmidt Kramer PC Retirement…$5MMont Eagle Mills, Inc. Profit Sharing Plan and TrustMont Eagle Mills, Inc. Profi…$5M
End-of-year total assets ($M) among Hathaway & Kunz, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hathaway & Kunz, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Hathaway & Kunz, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 32.564618191436686% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.54M $4.69M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 15 $4M
2023 1 15 $5M
2024 1 19 $5M

Hathaway & Kunz, LLP filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$312K
Employer EIN814724046
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wyoming

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

Hathaway & Kunz, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -50050100150200 Total assets ($M) Participants Hathaway & Kunz, LLP 401(k) Profit Sharing Plan, Total assets ($M): 4.690974 · Participants: 19Hathaway & Kunz, LLP 401(k) Profit Sharing PlanAdmiral Beverage Corporation 401(k) Plan, Total assets ($M): 168.555174 · Participants: 1570Admiral Beverage Corporation 401(k) PlanWyoming Machinery Company Profit Sharing 401(k) Plan, Total assets ($M): 144.128487 · Participants: 741Wyoming Machinery Company Profit Sharing 401(k) PlanTrihydro Corporation 401(k) Plan, Total assets ($M): 114.600552 · Participants: 599Trihydro Corporation 401(k) PlanTrue Companies Employees' 401(k) Savings Plan, Total assets ($M): 72.031245 · Participants: 965True Companies Employees' 401(k) Savings PlanNeiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($M): 47.753327 · Participants: 452Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust
Hathaway & Kunz, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants
Compare Hathaway & Kunz, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hathaway & Kunz, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wyoming, the nearest 401(k) by assets is Waldrop, Inc. 401(k) Profit Sharing Plan in SC ($5M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Hathaway & Kunz, LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Hathaway & Kunz, LLP 401(k) Profit Sharing Plan pulled back noticeably - down 6.2% during 2024, from $5M to $5M. Reported net income was -$312K.
How have Hathaway & Kunz, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hathaway & Kunz, LLP's sponsor-wide assets grew 32.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Hathaway & Kunz, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Waldrop, Inc. 401(k) Profit Sharing Plan in SC ($5M, 185 participants).
Which 401(k) plans cover a similar participant headcount to Hathaway & Kunz, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K 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 814724046.

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.