401(k) · DOL Form 5500 · 2024
H & W Holding Company 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 192
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $95,188
- Avg per participant Below avg balance/head
Official DOL plan name: H&w Holding Company Employee Stock Ownership Plan · Sponsored by H & W Holding Company · Utah · Construction
$18M in assets, 192 participants
H & W Holding Company's H&w Holding Company Employee Stock Ownership Plan reported $18M in total assets and 192 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #6,081 in Construction (9,039 peers)
Coverage in Utah
H&w Holding Company Employee Stock Ownership Plan covers 192 participants in Utah, about 32% of the average Utah filer (state average ~592 per filing). Assets: $18M.
- #6,081
- in Construction (9,039 peers)
- -42.7%
- assets change YoY
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$18,276,087 Top 31% higher than 69% 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
H&w Holding Company Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 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 (192 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- H&w Holding Company Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$14M in the plan year 2024 filing.
- H&w Holding Company Employee Stock Ownership Plan end-of-year assets fell from $32M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- H&w Holding Company Employee Stock Ownership Plan reported participants rose from 169 in the plan year 2023 filing to 192 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 263390485 · H & W Holding Company PY 2024 · 401(k)
H&w Holding Company Employee Stock Ownership Plan · $18M · 192 · 69th
- 5500 $18M
- 5500 192
- 5500 69th
- 5500 401(k)
- 5500 near Drummond Company, Inc. Steelworkers 401(k) Plan
- 5500 ind #6081
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
Utah filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$14M |
| Employer EIN | 263390485 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING 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
| 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.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
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 Drummond Company, Inc. Steelworkers 401(k) Plan in AL ($18M); by covered participants it is Lawley Motors, LLC 401(k) Plan in AZ (192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Drummond Company, Inc. Steelworkers 401(k) Plan (AL) $18M · 206
- Third Avenue Holdings Delaware LLC Profit Sharing Plan (NY) $18M · 21
- Zircoa, Inc. Savings Plan (OH) $18M · 117
- Commure, Inc. 401(k) Plan (CA) $18M · 139
Similar participant headcount
Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.
- Lawley Motors, LLC 401(k) Plan (AZ) 192 · 0 off
- Rumis Kitchen LLC 401(k) Profit Sharing Plan & Trust (GA) 192 · 0 off
- Vertos Medical, Inc. 401(k) Plan (CA) 192 · 0 off
- Gridpoint, Inc. 401(k) Plan (VA) 192 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.