Retirement plan

HENRY'S EQUIPMENT RENTAL & SALES, INC. PROFIT SHARING PLAN

Name: HENRYS EQUIPMENT RENTAL & SALES, INC. - HENRY'S EQUIPMENT RENTAL & SALES, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: HENRYS EQUIPMENT RENTAL & SALES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HENRY'S EQUIPMENT RENTAL & SALES, INC. PROFIT SHARING PLAN, HENRYS EQUIPMENT RENTAL & SALES, INC.

HENRYS EQUIPMENT RENTAL & SALES, INC.EIN 99-0292322Plan #001PY 2025

P.O. BOX 4070 - WAIANAE, HI 967927070808-696-2879

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$939K

+13.7% from 2024

Total participants

+9.1% from 2024

Average account balance

$78,223

+4.2% from 2024

Annual return

12.62%

+4.27 pp from 2024

Benchmarks

See 7,954 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort7,954 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$939K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$78K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.62%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$10136

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$122K

$10136 / participant

Other / not subdivided$122K100.0%

% of EOY assets

12.958%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$78,223

$87,166-10.3%

$76,735+1.9%

$137,256-43.0%

Participation rate

100.0%

74.4%+25.6pp

69.5%+30.5pp

80.0%+20.0pp

Annual return

12.62%

26.50%-13.9pp

29.77%-17.1pp

220.34%-207.7pp

Employer contribution / active EE

$10,562

$2,904+263.7%

$2,454+330.4%

$4,156+154.1%

Participant deferral / active EE

$4,726-100.0%

$4,088-100.0%

$6,407-100.0%

Admin fee / account holder

$10,136

$8,403+20.6%

$7,189+41.0%

$12,270-17.4%

HENRY'S EQUIPMENT RENTAL & SALES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HENRY'S EQUIPMENT RENTAL & SALES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion