401(k) · DOL Form 5500 · 2023

H & W Holding Company 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
169
Participants Small participant base
80th
Percentile by assets National rank
$188,726
Avg per participant Above avg balance/head
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Official DOL plan name: H&w Holding Company Employee Stock Ownership Plan · Sponsored by H & W Holding Company · Utah · Construction

$32M in assets, 169 participants

H & W Holding Company's H&w Holding Company Employee Stock Ownership Plan reported $32M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,087 in Construction (9,030 peers)

Coverage in Utah

H&w Holding Company Employee Stock Ownership Plan covers 169 participants in Utah, about 29% of the average Utah filer (state average ~592 per filing). Assets: $32M.

#7,087
in Construction (9,030 peers)
+4.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

H&w Holding Company Employee Stock Ownership Plan's outsized position by total assets

H&w Holding Company Employee Stock Ownership Plan vs every filed plan by assets

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

$31,894,686 Top 20% higher than 80% of 127,068 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 2023

H&w Holding Company Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H&w Holding Company Employee Stock Ownership Plan sits mid-pack in the medium band (169 participants).

EBSA filing schedule strip

Filing strip 263390485 · H & W Holding Company PY 2023 · 401(k)

H&w Holding Company Employee Stock Ownership Plan · $32M · 169 · 80th

  • BOY $32M
  • BOY 169
  • BOY 80th
  • BOY 401(k)
  • BOY near Titus-Will Retirement Savings Plan
  • BOY ind #7087

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 Construction retirement plans → · Plans in Utah →

H&w Holding Company Employee Stock Ownership Plan in the asset neighbourhood

Titus-Will Retirement Savings PlanTitus-Will Retirement Saving…$32MH&w Holding Company Employee Stock Ownership PlanH&w Holding Company Employee…$32MMelrose 401(k) Savings Plan$32MViewpointe Archive Services 401(k) PlanViewpointe Archive Services …$32MLift, Inc. Employee 401(k) Incentive Savings & PspLift, Inc. Employee 401(k) I…$32M
End-of-year total assets ($M) among H&w Holding Company Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$32M
Net Income$1M
Employer EIN263390485
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H & W Holding Company)

Sponsor-wide plan assets over time

All H & W Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$18M 42.69864578695021% vs 2023
2024 filing year
$15M$20M$25M$30M$35M 20232024 $31.9M $18.3M ▼ -42.7%
Year Plans Participants Total Assets
2023 1 169 $32M
2024 1 192 $18M

Nearby 401(k) Plans in Utah

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

H&w Holding Company Employee Stock Ownership Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants H&w Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.031894686 · Participants: 169H&w Holding Company Employee Stock Ownership PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
H&w Holding Company Employee Stock Ownership Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare H&w Holding Company Employee Stock Ownership Plan side-by-side with 3 peers →

H&w Holding Company Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Titus-Will Retirement Savings Plan in WA ($32M); by covered participants it is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.

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 H&w Holding Company Employee Stock Ownership Plan assets move in 2023? ▼
H&w Holding Company Employee Stock Ownership Plan edged up modestly - up 4.3% during 2023, from $31M to $32M. Reported net income was $1M.
How have H & W Holding Company plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), H & W Holding Company's sponsor-wide assets declined 42.7%, from $32M to $18M.
Where does H&w Holding Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
H&w Holding Company Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to H&w Holding Company Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Titus-Will Retirement Savings Plan in WA ($32M, 491 participants).
Which 401(k) plans cover a similar participant headcount to H&w Holding Company Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants, N/A 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 263390485.

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.