401(k) · DOL Form 5500 · 2024

Hellman & Friedman LLC 401(k) Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
156
Participants Small participant base
91st
Percentile by assets National rank
$652,462
Avg per participant High balance/head
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Official DOL plan name: Hellman & Friedman Profit Sharing & 401(k) Savings Plan · Sponsored by Hellman & Friedman LLC · California · Finance & Insurance

$102M in assets, 156 participants

Hellman & Friedman LLC's Hellman & Friedman Profit Sharing & 401(k) Savings Plan reported $102M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,291 in Finance & Insurance (8,549 peers)

Coverage in California

Hellman & Friedman Profit Sharing & 401(k) Savings Plan covers 156 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $102M.

#7,291
in Finance & Insurance (8,549 peers)
+22.4%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Hellman & Friedman Profit Sharing & 401(k) Savings Plan's outsized position by total assets

Hellman & Friedman Profit Sharing & 401(k) Savings Plan vs every filed plan by assets

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

$101,784,113 Top 9% higher than 91% 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

Hellman & Friedman Profit Sharing & 401(k) Savings 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. Hellman & Friedman Profit Sharing & 401(k) Savings Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hellman & Friedman Profit Sharing & 401(k) Savings Plan end-of-year assets rose from $83M in the plan year 2023 filing to $102M in the plan year 2024 filing.
  • Hellman & Friedman Profit Sharing & 401(k) Savings Plan reported net income rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Hellman & Friedman Profit Sharing & 401(k) Savings Plan reported participants rose from 144 in the plan year 2023 filing to 156 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 383708132 · Hellman & Friedman LLC PY 2024 · 401(k)

Hellman & Friedman Profit Sharing & 401(k) Savings Plan · $102M · 156 · 91st

  • TYPE $102M
  • TYPE 156
  • TYPE 91st
  • TYPE 401(k)
  • TYPE near Echo, Inc. Deferred Savings Plan
  • TYPE ind #7291

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 California →

Hellman & Friedman Profit Sharing & 401(k) Savings Plan in the asset neighbourhood

Mazda Toyota Manufacturing, U. S. a. 401(k) PlanMazda Toyota Manufacturing, …$102MShionogi, Inc. 401(k) Plan$102MEcho, Inc. Deferred Savings PlanEcho, Inc. Deferred Savings …$102MHellman & Friedman Profit Sharing & 401(k) Savings PlanHellman & Friedman Profit Sh…$102MOblon, Mcclelland, Maier & Neustadt, LLP Retirement PlanOblon, Mcclelland, Maier & N…$102M
End-of-year total assets ($M) among Hellman & Friedman Profit Sharing & 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$102M
Net Income$19M
Employer EIN383708132
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hellman & Friedman LLC)

Sponsor-wide plan assets over time

All Hellman & Friedman LLC plans reported in each filing year

Latest sponsor-wide plan assets
$102M 52.5142786435055% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $66.7M $102M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 124 $67M
2023 1 144 $83M
2024 1 156 $102M

Nearby 401(k) Plans in California

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

Hellman & Friedman Profit Sharing & 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Hellman & Friedman Profit Sharing & 401(k) Savings Plan, Total assets ($B): 0.101784113 · Participants: 156Hellman & Friedman Profit Sharing & 401(k) Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Hellman & Friedman Profit Sharing & 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hellman & Friedman Profit Sharing & 401(k) Savings Plan side-by-side with 3 peers →

Hellman & Friedman Profit Sharing & 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Echo, Inc. Deferred Savings Plan in IL ($102M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($102M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Hellman & Friedman Profit Sharing & 401(k) Savings Plan assets move in 2024? ▼
Hellman & Friedman Profit Sharing & 401(k) Savings Plan grew sharply - up 22.4% during 2024, from $83M to $102M. Reported net income was $19M.
How have Hellman & Friedman LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hellman & Friedman LLC's sponsor-wide assets grew 52.5%, from $67M to $102M.
Where does Hellman & Friedman Profit Sharing & 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Hellman & Friedman Profit Sharing & 401(k) Savings Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Hellman & Friedman Profit Sharing & 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Echo, Inc. Deferred Savings Plan in IL ($102M, 1,071 participants).
Which 401(k) plans cover a similar participant headcount to Hellman & Friedman Profit Sharing & 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants, N/A 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 383708132.

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.