401(k) · DOL Form 5500 · 2024
Hampton Vance Advisory, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $2.1M
- Avg per participant High balance/head
Official DOL plan name: Hampton Vance Advisory, Inc. 401(k) Plan · Sponsored by Hampton Vance Advisory, Inc. · North Carolina · Professional & Technical Services
$2M in assets, 1 participants
Hampton Vance Advisory, Inc.'s Hampton Vance Advisory, Inc. 401(k) Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #5,241 in Professional & Technical Services (20,173 peers)
Hampton Vance Advisory, Inc. multi-year trail
Hampton Vance Advisory, Inc.'s plans moved +25.2% in assets from 2022 to 2024; this filing shows Hampton Vance Advisory, Inc. 401(k) Plan at $2M / 1 participant.
- #5,241
- in Professional & Technical Services (20,173 peers)
- +6.9%
- assets growth YoY
Hampton Vance Advisory, Inc. 401(k) Plan among the smaller filed plans by assets
Hampton Vance Advisory, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,136,812 30th percentile higher than 30% 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
Hampton Vance Advisory, 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. Hampton Vance Advisory, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hampton Vance Advisory, Inc. 401(k) Plan reported net income fell from $293K in the plan year 2023 filing to $137K in the plan year 2024 filing.
- Hampton Vance Advisory, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 461244737 · Hampton Vance Advisory, Inc. PY 2024 · 401(k)
Hampton Vance Advisory, Inc. 401(k) Plan · $2M · 1 · 30th
- SCH $2M
- SCH 1
- SCH 30th
- SCH 401(k)
- SCH near The Most Worshipful Grand Lodge F & Am of Florida Employee Plan and Trust
- SCH ind #5241
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 Professional & Technical Services retirement plans → · Plans in North Carolina →
Hampton Vance Advisory, Inc. 401(k) Plan in the asset neighbourhood
Hampton Vance Advisory, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Hampton Vance Advisory, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 25.207912054943982% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $2M |
Hampton Vance Advisory, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $137K |
| Employer EIN | 461244737 |
| Plan Effective Date | 2012-10-23 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Hampton Vance Advisory, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is The Most Worshipful Grand Lodge F & Am of Florida Employee Plan and Trust in FL ($2M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.