401(k)
2024 plan-year 401(k) DOL Form 5500

Hensley & Company Profit Sharing Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Hensley & Company · Arizona · Wholesale Trade

What the 2023 filing shows

Hensley & Company Profit Sharing Plan and Trust holds $76M for 1,573 participants — about $48,359 per participant, down 2.9% over the 2024 plan year.

$76M
total plan assets (2024 EOY)
1,573
covered participants
$48,359
avg assets per participant
-2.9%
assets change YoY

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.

Total Assets (2023)
$76M
Participants
1,573
State
Industry
Wholesale Trade

What the Filing Says About Hensley & Company Profit Sharing Plan and Trust

Hensley & Company Profit Sharing Plan and Trust is a 401(k) retirement plan sponsored by Hensley & Company, headquartered in Arizona. As of the 2024 Form 5500 filing, the plan reports $76M in total end-of-year assets and covers 1,573 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 860255475, and the plan has been effective since 1966-12-27. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $78M at the beginning of 2024 to $76M at year-end — a decline of 2.9%. Net assets (after liabilities) closed the year at $76M, with reported net income of $-2,292,967 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$78M
Total Assets (End of Year)$76M
Net Assets (End of Year)$76M
Net Income$-2,292,967
Plan Type401(k)
Employer EIN860255475
Plan Effective Date1966-12-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Hensley & Company)

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

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Frequently Asked Questions

How much money is in the Hensley & Company Profit Sharing Plan and Trust?
As of the 2024 Form 5500 filing, Hensley & Company Profit Sharing Plan and Trust holds $76M in total assets with 1,573 participants. It is sponsored by Hensley & Company.
What type of plan is Hensley & Company Profit Sharing Plan and Trust?
Hensley & Company Profit Sharing Plan and Trust is a 401(k) plan. It has been effective since 1966-12-27. The plan is filed with the U.S. Department of Labor under EIN 860255475.
Who sponsors the Hensley & Company Profit Sharing Plan and Trust?
Hensley & Company Profit Sharing Plan and Trust is sponsored by Hensley & Company, located in Arizona. The sponsor's EIN is 860255475 and the plan operates in the Wholesale Trade industry.
How did Hensley & Company Profit Sharing Plan and Trust perform in 2024?
Hensley & Company Profit Sharing Plan and Trust declined by 2.9% during 2024, moving from $78M to $76M in total assets. Net income was $-2,292,967.
Where can I find official filings for Hensley & Company Profit Sharing Plan and Trust?
Official Form 5500 filings for Hensley & Company Profit Sharing Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860255475 or plan name at efast.dol.gov.
How does Hensley & Company Profit Sharing Plan and Trust compare to other plans?
You can compare Hensley & Company Profit Sharing Plan and Trust against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 860255475.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.