401(k) · DOL Form 5500 · 2024
Hfi Management, LLC 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 1,403
- Participants Near avg headcount
- 78th
- Percentile by assets National rank
- $22,229
- Avg per participant Low balance/head
Official DOL plan name: Brad Hall Companies 401(k) Plan · Sponsored by Hfi Management, LLC · Idaho · Wholesale Trade
$31M in assets, 1,403 participants
Hfi Management, LLC's Brad Hall Companies 401(k) Plan reported $31M in total assets and 1,403 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #4,650 in Wholesale Trade (6,080 peers)
Coverage in Idaho
Brad Hall Companies 401(k) Plan covers 1,403 participants in Idaho, 4.0x the typical Idaho plan (state average ~347 per filing). Assets: $31M.
- #4,650
- in Wholesale Trade (6,080 peers)
- +26.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Brad Hall Companies 401(k) Plan's outsized position by total assets
Brad Hall Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,187,415 Top 22% higher than 78% 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
Brad Hall Companies 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brad Hall Companies 401(k) Plan lands in the large band (1,403 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brad Hall Companies 401(k) Plan reported participants rose from 939 in the plan year 2023 filing to 1,403 in the plan year 2024 filing.
- Brad Hall Companies 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Brad Hall Companies 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 843298308 · Hfi Management, LLC PY 2024 · 401(k)
Brad Hall Companies 401(k) Plan · $31M · 1,403 · 78th
- TYPE $31M
- NET 1,403
- BOOK 78th
- VS-ST 401(k)
- BOY near Mcgehee Bank Employee Stock Ownership Plan
- SCH ind #4650
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 Wholesale Trade retirement plans → · Plans in Idaho →
Brad Hall Companies 401(k) Plan in the asset neighbourhood
Idaho filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $7M |
| Employer EIN | 843298308 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hfi Management, LLC)
Sponsor-wide plan assets over time
All Hfi Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 26.65197262888587% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 939 | $25M |
| 2024 | 1 | 1,403 | $31M |
Nearby 401(k) Plans in Idaho
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Micron Technology Inc. Retirement at Micron (Ram) Plan $3.7B · 8,598
- Idaho National Laboratory Employee Investment Plan $2.5B · 6,632
- Simplot Retirement Savings Plan $1.6B · 9,012
- Idaho Power Company Employee Savings Plan $890M · 2,119
- Boise Cascade Company Savings Plan $740M · 3,902
Brad Hall Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Idaho, the nearest 401(k) by assets is Mcgehee Bank Employee Stock Ownership Plan in AR ($31M); by covered participants it is Lee Company 401(k) Plan in TN (1,403 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Mcgehee Bank Employee Stock Ownership Plan (AR) $31M · 27
- Nbc Profit Sharing / 401(k) Plan (OK) $31M · 133
- Gabriel Brothers, Inc. 401(k) Plan (WV) $31M · 3,854
- Aware Employee 401(k) Savings Plan (MA) $31M · 73
Similar participant headcount
Nearest other-state filings by covered participants (1,403 participants); asset peers above are excluded.
- Lee Company 401(k) Plan (TN) 1,403 · 0 off
- Solis Mammography 401(k) Plan (TX) 1,403 · 0 off
- United Road Services, Inc. Employee's 401(k) Plan (MI) 1,403 · 0 off
- Roseburg Forest Products Co. 401(k) Plan (OR) 1,403 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.