401(k) · DOL Form 5500 · 2024
Hensley & Company 401(k) Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 1,573
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $48,359
- Avg per participant Low balance/head
Official DOL plan name: Hensley & Company Profit Sharing Plan and Trust · Sponsored by Hensley & Company · Arizona · Wholesale Trade
$76M in assets, 1,573 participants
Hensley & Company's Hensley & Company Profit Sharing Plan and Trust reported $76M in total assets and 1,573 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #5,470 in Wholesale Trade (6,080 peers)
Coverage in Arizona
Hensley & Company Profit Sharing Plan and Trust covers 1,573 participants in Arizona, 2.8x the typical Arizona plan (state average ~564 per filing). Assets: $76M.
- #5,470
- in Wholesale Trade (6,080 peers)
- -2.9%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hensley & Company Profit Sharing Plan and Trust's outsized position by total assets
Hensley & Company Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$76,068,654 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Hensley & Company Profit Sharing Plan and Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hensley & Company Profit Sharing Plan and Trust lands in the large band (1,573 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hensley & Company Profit Sharing Plan and Trust reported net income fell from $17M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Hensley & Company Profit Sharing Plan and Trust reported participants rose from 1,221 in the plan year 2023 filing to 1,573 in the plan year 2024 filing.
- Hensley & Company Profit Sharing Plan and Trust end-of-year assets fell from $78M in the plan year 2023 filing to $76M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 860255475 · Hensley & Company PY 2024 · 401(k)
Hensley & Company Profit Sharing Plan and Trust · $76M · 1,573 · 88th
- VS-ST $76M
- VS-ST 1,573
- VS-ST 88th
- VS-ST 401(k)
- VS-ST near Yara North America 401(k) Savings Plan
- VS-ST ind #5470
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 Wholesale Trade retirement plans → · Plans in Arizona →
Hensley & Company Profit Sharing Plan and Trust in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | -$2M |
| Employer EIN | 860255475 |
| Plan Effective Date | 1966-12-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hensley & Company)
Sponsor-wide plan assets over time
All Hensley & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $76M 25.73443465445807% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,061 | $60M |
| 2023 | 1 | 1,221 | $78M |
| 2024 | 1 | 1,573 | $76M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Hensley & Company Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Yara North America 401(k) Savings Plan in FL ($76M); by covered participants it is Medieval Times 401(k) Plan in TX (1,573 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
- Yara North America 401(k) Savings Plan (FL) $76M · 225
- Immi Holdings, Inc. 401(k) Plan (IN) $76M · 677
- Pipeline Health System 401(k) Plan (CA) $76M · 1,778
- Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan (CT) $76M · 288
Similar participant headcount
Nearest other-state filings by covered participants (1,573 participants); asset peers above are excluded.
- Medieval Times 401(k) Plan (TX) 1,573 · 0 off
- The Money Accumulation Plan of the Boler Company (IL) 1,573 · 0 off
- Cni Subsidiary 401(k) Plan (OK) 1,572 · 1 off
- Mac Trailer Enterprises, Inc. 401(k) Plan (OH) 1,574 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.