Plan5500

Hoar Holdings, LLC — 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, Hoar Holdings, LLC (EIN 46-0789358) is a plan sponsor located in Birmingham, AL with 3 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
46-0789358
Location
Birmingham, AL
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Hoar Holdings, LLC

  • 3 loaded plans hold $109.9M in reported assets.
  • The largest, Hoar Holdings, LLC 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2,228 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$109.9MSummed across loaded plans$109,929,804
Total reported assets$109.9M$109,929,804
Total reported participants2.2K2,228
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$109.9M total assets
Net assets$109.9MLiabilities$0
Contributions & income
Employer contributions$1.8M
Participant contributions$8.3M
Total income / additions$27.4M
Expenses & distributions
Benefits paid / distributions$9.9M
Total expenses$10M
Net increase / (decrease)$17.4M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Hoar Holdings, LLC 401(K) Retirement Plan
Participants per plan743Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Hoar Holdings, LLC 401(K) Retirement Plan$109.9M
    Plan #001 · 854 participants · 2023
  2. 2
    Hoar Holdings, LLC Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 736 participants · 2023
  3. 3
    Hoar Holdings, LLC Bta Plannot reported in the loaded dataset
    Plan #508 · 638 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Hoar Holdings, LLC. Open one for its full reported snapshot.

  1. 2023
    Hoar Holdings, LLC 401(K) Retirement Plan854 participants · 2Sch HSch C
    View filing →
  2. 2023
    Hoar Holdings, LLC Welfare Benefit Plan736 participants · 2No schedules
    View filing →
  3. 2023
    Hoar Holdings, LLC Bta Plan638 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Hoar Holdings, LLC report on Form 5500?
Hoar Holdings, LLC (EIN 46-0789358) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Hoar Holdings, LLC?
The Employer Identification Number (EIN) reported for Hoar Holdings, LLC is 46-0789358.
What is the latest Form 5500 filing year for Hoar Holdings, LLC?
The latest loaded Form 5500 filing year for Hoar Holdings, LLC is 2023.

Related Form 5500 pages