401(k) · DOL Form 5500 · 2024
Keith B Hicks and Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $152K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $38,064
- Avg per participant Low balance/head
Official DOL plan name: Keith B Hicks and Associates, Inc. 401(k) Plan · Sponsored by Keith B Hicks and Associates, Inc. · Georgia · Finance & Insurance
$152K in assets, 4 participants
Keith B Hicks and Associates, Inc.'s Keith B Hicks and Associates, Inc. 401(k) Plan reported $152K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- #377 in Finance & Insurance (8,549 peers)
Keith B Hicks and Associates, Inc. multi-year trail
Keith B Hicks and Associates, Inc.'s plans moved +254.6% in assets from 2022 to 2024; this filing shows Keith B Hicks and Associates, Inc. 401(k) Plan at $152K / 4 participants.
- #377
- in Finance & Insurance (8,549 peers)
- +265.9%
- assets growth YoY
Keith B Hicks and Associates, Inc. 401(k) Plan among the smaller filed plans by assets
Keith B Hicks and Associates, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$152,255 9th percentile higher than 9% 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
Keith B Hicks and Associates, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keith B Hicks and Associates, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Keith B Hicks and Associates, Inc. 401(k) Plan reported net income rose from -$1K in the plan year 2023 filing to $111K in the plan year 2024 filing.
- Keith B Hicks and Associates, Inc. 401(k) Plan end-of-year assets rose from $42K in the plan year 2023 filing to $152K in the plan year 2024 filing.
- Keith B Hicks and Associates, Inc. 401(k) Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 871034205 · Keith B Hicks and Associates, Inc. PY 2024 · 401(k)
Keith B Hicks and Associates, Inc. 401(k) Plan · $152K · 4 · 9th
- PCT $152K
- EIN 4
- RANK 9th
- PHOTO 401(k)
- IND near Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan
- EOY ind #377
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 Georgia →
Keith B Hicks and Associates, Inc. 401(k) Plan in the asset neighbourhood
Keith B Hicks and Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Keith B Hicks and Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $152K 254.6257045698048% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $43K |
| 2023 | 1 | 5 | $42K |
| 2024 | 1 | 4 | $152K |
Keith B Hicks and Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $42K |
|---|---|
| Net Assets (End of Year) | $152K |
| Net Income | $111K |
| Employer EIN | 871034205 |
| Plan Effective Date | 2021-06-03 |
| Filing Status | FILING RECEIVED |
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
Keith B Hicks and Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan in FL ($152K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($152K here).
- Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan (FL) $152K · 7
- Amj Investments 401(k) (CA) $152K · 1
- Ajgj Corporation 401(k) Plan (FL) $152K · 2
- Eagles View Incorporated 401(k) Plan (PA) $152K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.