401(k) · DOL Form 5500 · 2024

Hinkle Holding Co., LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
206
Participants Below avg headcount
62nd
Percentile by assets National rank
$63,548
Avg per participant Low balance/head
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Official DOL plan name: Hinkle Holding Company LLC and Subsidiaries 401(k) Plan · Sponsored by Hinkle Holding Co., LLC · Kentucky · Management of Enterprises

$13M in assets, 206 participants

Hinkle Holding Co., LLC's Hinkle Holding Company LLC and Subsidiaries 401(k) Plan reported $13M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #507 in Management of Enterprises (1,133 peers)

Coverage in Kentucky

Hinkle Holding Company LLC and Subsidiaries 401(k) Plan covers 206 participants in Kentucky, about 32% of the average Kentucky filer (state average ~647 per filing). Assets: $13M.

#507
in Management of Enterprises (1,133 peers)
+5.4%
assets growth YoY

Hinkle Holding Company LLC and Subsidiaries 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Hinkle Holding Company LLC and Subsidiaries 401(k) Plan vs every filed plan by assets

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

$13,090,985 Top 38% higher than 62% 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

Hinkle Holding Company LLC and Subsidiaries 401(k) 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. Hinkle Holding Company LLC and Subsidiaries 401(k) Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hinkle Holding Company LLC and Subsidiaries 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $668K in the plan year 2024 filing.
  • Hinkle Holding Company LLC and Subsidiaries 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Hinkle Holding Company LLC and Subsidiaries 401(k) Plan reported participants rose from 202 in the plan year 2023 filing to 206 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 010941577 · Hinkle Holding Co., LLC PY 2024 · 401(k)

Hinkle Holding Company LLC and Subsidiaries 401(k) Plan · $13M · 206 · 62nd

  • EIN $13M
  • RANK 206
  • PHOTO 62nd
  • IND 401(k)
  • EOY near United Insurance 401(k) Retirement Savings Plan
  • 5500 ind #507

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 Management of Enterprises retirement plans → · Plans in Kentucky →

Hinkle Holding Company LLC and Subsidiaries 401(k) Plan in the asset neighbourhood

Hinkle Holding Company LLC and Subsidiaries 401(k) PlanHinkle Holding Company LLC a…$13MUnited Insurance 401(k) Retirement Savings PlanUnited Insurance 401(k) Reti…$13MAvalon Ventures Management, LLC 401(k) Profit Sharing PlanAvalon Ventures Management, …$13MCrawford United 401(k) Plan$13MThe United Group of Companies, Inc. Employee Savings TrustThe United Group of Companie…$13M
End-of-year total assets ($M) among Hinkle Holding Company LLC and Subsidiaries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$668K
Employer EIN010941577
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hinkle Holding Co., LLC)

Sponsor-wide plan assets over time

All Hinkle Holding Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 22.337707971304667% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.7M $13.1M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 206 $11M
2023 1 202 $12M
2024 1 206 $13M

Nearby 401(k) Plans in Kentucky

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

Hinkle Holding Company LLC and Subsidiaries 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Hinkle Holding Company LLC and Subsidiaries 401(k) Plan, Total assets ($B): 0.013090985 · Participants: 206Hinkle Holding Company LLC and Subsidiaries 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Hinkle Holding Company LLC and Subsidiaries 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Hinkle Holding Company LLC and Subsidiaries 401(k) Plan side-by-side with 3 peers →

Hinkle Holding Company LLC and Subsidiaries 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is United Insurance 401(k) Retirement Savings Plan in ME ($13M); by covered participants it is Fairwave Holdings 401(k) Savings Plan in MO (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Hinkle Holding Company LLC and Subsidiaries 401(k) Plan assets move in 2024? ▼
Hinkle Holding Company LLC and Subsidiaries 401(k) Plan grew at a solid clip - up 5.4% during 2024, from $12M to $13M. Reported net income was $668K.
How have Hinkle Holding Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hinkle Holding Co., LLC's sponsor-wide assets grew 22.3%, from $11M to $13M.
Which 401(k) plans are similar in size to Hinkle Holding Company LLC and Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Insurance 401(k) Retirement Savings Plan in ME ($13M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Hinkle Holding Company LLC and Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fairwave Holdings 401(k) Savings Plan in MO (206 participants, $584K 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 010941577.

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.