401(k) · DOL Form 5500 · 2024
H.J. Russell & Company 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 1,535
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $23,467
- Avg per participant Low balance/head
Official DOL plan name: H.J. Russell & Company Employees' Retirement & Savings Plan · Sponsored by H.J. Russell & Company · Georgia · Construction
$36M in assets, 1,535 participants
H.J. Russell & Company's H.J. Russell & Company Employees' Retirement & Savings Plan reported $36M in total assets and 1,535 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #7,084 in Construction (9,039 peers)
Where H.J. Russell & Company Employees' Retirement & Savings Plan sits by assets
H.J. Russell & Company Employees' Retirement & Savings Plan sits in the top quartile of all filed plans by assets, $36M for 1,535 participants (~$23,467/participant), up 24.0% in 2024.
- #7,084
- in Construction (9,039 peers)
- +24.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
H.J. Russell & Company Employees' Retirement & Savings Plan's outsized position by total assets
H.J. Russell & Company Employees' Retirement & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,021,257 Top 20% higher than 80% 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
H.J. Russell & Company Employees' Retirement & Savings Plan'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. H.J. Russell & Company Employees' Retirement & Savings Plan lands in the large band (1,535 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- H.J. Russell & Company Employees' Retirement & Savings Plan reported participants rose from 1,154 in the plan year 2023 filing to 1,535 in the plan year 2024 filing.
- H.J. Russell & Company Employees' Retirement & Savings Plan end-of-year assets rose from $29M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- H.J. Russell & Company Employees' Retirement & Savings Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 580829071 · H.J. Russell & Company PY 2024 · 401(k)
H.J. Russell & Company Employees' Retirement & Savings Plan · $36M · 1,535 · 80th
- TYPE $36M
- TYPE 1,535
- TYPE 80th
- TYPE 401(k)
- TYPE near Smp Automotive Systems Employee 401(k) Plan
- TYPE ind #7084
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 Construction retirement plans → · Plans in Georgia →
H.J. Russell & Company Employees' Retirement & Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $7M |
| Employer EIN | 580829071 |
| Plan Effective Date | 1978-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H.J. Russell & Company)
Sponsor-wide plan assets over time
All H.J. Russell & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 53.81674915417618% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 846 | $23M |
| 2023 | 1 | 1,154 | $29M |
| 2024 | 1 | 1,535 | $36M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
H.J. Russell & Company Employees' Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Smp Automotive Systems Employee 401(k) Plan in AL ($36M); by covered participants it is Education Affiliates, Inc. 401(k) Plan in MD (1,535 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Smp Automotive Systems Employee 401(k) Plan (AL) $36M · 1,887
- V. Alexander & Co., Inc. Savings Plan (TN) $36M · 201
- Munck Wilson Mandala 401(k) Plan (TX) $36M · 189
- Hunt Midwest Enterprises, Inc. Defined Contribution Plan (MO) $36M · 120
Similar participant headcount
Nearest other-state filings by covered participants (1,535 participants); asset peers above are excluded.
- Education Affiliates, Inc. 401(k) Plan (MD) 1,535 · 0 off
- Everbank, N.a. 401(k) Plan (FL) 1,535 · 0 off
- Playpower, Inc. 401(k) Retirement Savings Plan (MO) 1,535 · 0 off
- Ssa Group, LLC 401(k) Plan (CO) 1,535 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.