401(k) · DOL Form 5500 · 2023

Hvi Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 5
Participants Small participant base: 36th
Percentile by assets National rank: $607,932
Avg per participant High balance/head

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Official DOL plan name: Hvi Inc. Retirement Plan · Sponsored by Hvi Inc. · Texas · Retail Trade

$3M in assets, 5 participants

Hvi Inc.'s Hvi Inc. Retirement Plan reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

#3,988 in Retail Trade (8,414 peers)

Hvi Inc. multi-year trail

Hvi Inc.'s plans moved +28.3% in assets from 2022 to 2024; this filing shows Hvi Inc. Retirement Plan at $3M / 5 participants.

#3,988
in Retail Trade (8,414 peers): +25.9%
assets growth YoY

Hvi Inc. Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Hvi Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,039,659 36th percentile higher than 36% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Hvi Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hvi Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Hvi Inc. Retirement Plan reported net income rose from $298K in the plan year 2022 filing to $626K in the plan year 2023 filing.
Hvi Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 461550323 · Hvi Inc. PY 2023 · 401(k)

Hvi Inc. Retirement Plan · $3M · 5 · 36th

IND $3M
EOY 5
5500 36th
ASSETS 401(k)
PCT near Constellations Behavioral Holdings, Inc. Employee Stock Ownership 401(k) Plan
EIN ind #3988

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 Retail Trade retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Hvi Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hvi Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 28.3413373012799% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$2M
2023	1	5	$3M
2024	1	6	$3M

Hvi Inc. filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$626K
Employer EIN	461550323
Plan Effective Date	2012-12-13
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Hvi Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Hvi Inc. Retirement Plan side-by-side with 3 peers →

Hvi Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Constellations Behavioral Holdings, Inc. Employee Stock Ownership 401(k) Plan in NH ($3M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Constellations Behavioral Holdings, Inc. Employee Stock Ownership 401(k) Plan (NH) $3M · 146
Net Friends, Inc 401(k) Plan (NC) $3M · 55
Cie Newcor Hourly Employees Plan (MI) $3M · 338
Light Street Capital Managemen 401(k) Profit Sharing Plan & Trust (CA) $3M · 16

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hvi Inc. Retirement Plan assets move in 2023? ▼

Hvi Inc. Retirement Plan grew sharply - up 25.9% during 2023, from $2M to $3M. Reported net income was $626K.

How have Hvi Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hvi Inc.'s sponsor-wide assets grew 28.3%, from $2M to $3M.

Which 401(k) plans are similar in size to Hvi Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Constellations Behavioral Holdings, Inc. Employee Stock Ownership 401(k) Plan in NH ($3M, 146 participants).

Which 401(k) plans cover a similar participant headcount to Hvi Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461550323.