401(k) · DOL Form 5500 · 2024

Hbk Sorce Financial, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
107
Participants Small participant base
75th
Percentile by assets National rank
$240,041
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan · Sponsored by Hbk Sorce Financial, LLC · Ohio · Finance & Insurance

$26M in assets, 107 participants

Hbk Sorce Financial, LLC's Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan reported $26M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,239 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan covers 107 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $26M.

#5,239
in Finance & Insurance (8,549 peers)
+20.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$25,684,440 Top 25% higher than 75% 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

Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan 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. Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (107 participants).

DOL schedule card

Filing strip 341925718 · Hbk Sorce Financial, LLC PY 2024 · 401(k)

Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan · $26M · 107 · 75th

  • BOY $26M
  • SCH 107
  • EBSA 75th
  • PART 401(k)
  • TYPE near Frederick Wildman & Sons Limited 401(k) Retirement Plan
  • NET ind #5239

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 Finance & Insurance retirement plans → · Plans in Ohio →

Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Northern Clearing 401(k) Plan$26MLine 6 401(k)$26MCalifornia Pacific Orthopaedics & Sports Medicine Ps PlanCalifornia Pacific Orthopaed…$26MHbk Sorce Financial, LLC 401(k) Profit Sharing PlanHbk Sorce Financial, LLC 401…$26MFrederick Wildman & Sons Limited 401(k) Retirement PlanFrederick Wildman & Sons Lim…$26M
End-of-year total assets ($M) among Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN341925718
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.02568444 · Participants: 107Hbk Sorce Financial, LLC 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Frederick Wildman & Sons Limited 401(k) Retirement Plan in NY ($26M); by covered participants it is Augmedix, Inc. 401(k) Plan in CA (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan grew sharply - up 20.5% during 2024, from $21M to $26M. Reported net income was $4M.
Where does Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frederick Wildman & Sons Limited 401(k) Retirement Plan in NY ($26M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Hbk Sorce Financial, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Augmedix, Inc. 401(k) Plan in CA (107 participants, $3M 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 341925718.

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.