401(k) · DOL Form 5500 · 2024

Hodges Capital Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
23
Participants Small participant base
77th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust · Sponsored by Hodges Capital Holdings, Inc. · Texas · Finance & Insurance

$30M in assets, 23 participants

Hodges Capital Holdings, Inc.'s Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust reported $30M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,514 in Finance & Insurance (8,549 peers)

Where Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust sits by assets

Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust sits in the top quartile of all filed plans by assets, $30M for 23 participants (~$1.3M/participant), up 23.7% in 2024.

#5,514
in Finance & Insurance (8,549 peers)
+23.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust's outsized position by total assets

Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust vs every filed plan by assets

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

$29,696,563 Top 23% higher than 77% 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

Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust end-of-year assets rose from $24M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust reported participants rose from 22 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752278916 · Hodges Capital Holdings, Inc. PY 2024 · 401(k)

Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust · $30M · 23 · 77th

  • SCH $30M
  • SCH 23
  • SCH 77th
  • SCH 401(k)
  • SCH near Solomon Partners, L.P. 401(k) Plan
  • SCH ind #5514

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 Texas →

Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust in the asset neighbourhood

Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & TrustHodges Capital Holdings, Inc…$30MSolomon Partners, L.P. 401(k) PlanSolomon Partners, L.P. 401(k…$30MAmerican Alarm & Communications, Inc. 401(k)American Alarm & Communicati…$30MSecurity First Bank 401(k) PlanSecurity First Bank 401(k) P…$30MMorrison Mahoney LLP Associate 401(k) PlanMorrison Mahoney LLP Associa…$30M
End-of-year total assets ($M) among Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN752278916
Plan Effective Date1990-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hodges Capital Holdings, Inc.)

Sponsor-wide plan assets over time

All Hodges Capital Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 49.396223510543464% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.9M $29.7M ▲ +49.4%
Year Plans Participants Total Assets
2022 1 22 $20M
2023 1 22 $24M
2024 1 23 $30M

Nearby 401(k) Plans in Texas

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

Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust, Total assets ($B): 0.029696563 · Participants: 23Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust side-by-side with 3 peers →

Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Solomon Partners, L.P. 401(k) Plan in NY ($30M); by covered participants it is Volunteer Distributing, Inc. 401(k) Profit Sharing Plan in TN (23 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust assets move in 2024? ▼
Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust grew sharply - up 23.7% during 2024, from $24M to $30M. Reported net income was $6M.
How have Hodges Capital Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hodges Capital Holdings, Inc.'s sponsor-wide assets grew 49.4%, from $20M to $30M.
Where does Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust rank by assets among Form 5500 filers? ▼
Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Solomon Partners, L.P. 401(k) Plan in NY ($30M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Hodges Capital Holdings, Inc. Profit Sharing Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Volunteer Distributing, Inc. 401(k) Profit Sharing Plan in TN (23 participants, $3M 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 752278916.

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.