How many benefit plans does Henley Enterprises, Inc. report on Form 5500?

Henley Enterprises, Inc. (EIN 04-3036456) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Henley Enterprises, Inc.?

The Employer Identification Number (EIN) reported for Henley Enterprises, Inc. is 04-3036456.

What is the latest Form 5500 filing year for Henley Enterprises, Inc.?

The latest loaded Form 5500 filing year for Henley Enterprises, Inc. is 2023.

Henley Enterprises, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Henley Enterprises, Inc. (EIN 04-3036456) is a plan sponsor located in Newton Highlands, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-3036456
Location: Newton Highlands, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $43,341,385
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $43,341,385

Contributions & income

Employer contributions: $3,253,085
Participant contributions: $4,189,286
Total income / additions: $13,911,948

Expenses & distributions

Benefits paid / distributions: $3,805,908
Total expenses: $4,009,092
Net increase / (decrease): $9,902,856

Coverage

Total reported participants: 5,917
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Henley Enterprises, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Henley Companies 401(K) Savings Plan	001	3,282	$43,341,385	2023
Henley Enterprises, Inc. And Affiliates Health And Welfare Plan	504	2,635	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Henley Enterprises, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Henley Companies 401(K) Savings Plan	3,282	H, C	20240710115656NAL0014846881001
2023	Henley Enterprises, Inc. And Affiliates Health And Welfare Plan	2,635	—	20241010191505NAL0010364723001