Defined Benefit (Pension) · DOL Form 5500 · 2022

Hb Performance Systems, Inc. Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
30
Participants Small participant base
64th
Percentile by assets National rank
$312,997
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hb Performance Systems, Inc. Defined Benefit Plan · Sponsored by Hb Performance Systems, Inc. · Wisconsin · Manufacturing

$9M in assets, 30 participants

Hb Performance Systems, Inc.'s Hb Performance Systems, Inc. Defined Benefit Plan reported $9M in total assets and 30 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #10,426 in Manufacturing (20,602 peers)

2022 asset change

Hb Performance Systems, Inc. Defined Benefit Plan declined sharply 16.0% in 2022 ($11M → $9M) for 30 participants.

#10,426
in Manufacturing (20,602 peers)
-16.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hb Performance Systems, Inc. Defined Benefit Plan's mid-pack asset rank among Manufacturing and all filers

Hb Performance Systems, Inc. Defined Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,389,923 Top 36% higher than 64% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Hb Performance Systems, Inc. Defined Benefit Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hb Performance Systems, Inc. Defined Benefit Plan is a small filing (30 participants) on this national headcount ladder.

DOL schedule card

Filing strip 202905208 · Hb Performance Systems, Inc. PY 2022 · Defined Benefit (Pension)

Hb Performance Systems, Inc. Defined Benefit Plan · $9M · 30 · 64th

  • 5500 $9M
  • 5500 30
  • 5500 64th
  • 5500 Defined Benefit (Pension)
  • 5500 near Texas Farm Products Holding Company Defined Benefit Retirement Plan
  • 5500 ind #10426

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 Manufacturing retirement plans → · Plans in Wisconsin →

Hb Performance Systems, Inc. Defined Benefit Plan in the asset neighbourhood

Oregon Processors Seasonal Employees Pension PlanOregon Processors Seasonal E…$9MEmployee Benefits Plan of Methodist Children's Home SocietyEmployee Benefits Plan of Me…$9MHb Performance Systems, Inc. Defined Benefit PlanHb Performance Systems, Inc.…$9MTexas Farm Products Holding Company Defined Benefit Retirement PlanTexas Farm Products Holding …$9MEastern Alloys, Inc. Pension Plan and Trust AgreementEastern Alloys, Inc. Pension…$9M
End-of-year total assets ($M) among Hb Performance Systems, Inc. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Hb Performance Systems, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Hb Performance Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 7.381259843763094% vs 2022
2024 filing year
$30M$31M$32M$33M$34M 202220232024 $30.8M $33.1M ▲ +7.4%
Year Plans Participants Total Assets
2022 3 289 $31M
2023 2 155 $31M
2024 2 180 $33M

2022 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN202905208
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Hb Performance Systems, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Hb Performance Systems, Inc. Defined Benefit Plan, Total assets ($B): 0.009389923 · Participants: 30Hb Performance Systems, Inc. Defined Benefit PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Hb Performance Systems, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Hb Performance Systems, Inc. Defined Benefit Plan side-by-side with 3 peers →

Hb Performance Systems, Inc. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Texas Farm Products Holding Company Defined Benefit Retirement Plan in TX ($9M); by covered participants it is Sbera Pension Plan as Adopted by Walpole Co-Operative Bank in MA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hb Performance Systems, Inc. Defined Benefit Plan assets move in 2022? ▼
Hb Performance Systems, Inc. Defined Benefit Plan declined sharply - down 16.0% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Hb Performance Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hb Performance Systems, Inc.'s sponsor-wide assets grew 7.4%, from $31M to $33M.
Which Defined Benefit (Pension) plans are similar in size to Hb Performance Systems, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Texas Farm Products Holding Company Defined Benefit Retirement Plan in TX ($9M, 44 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hb Performance Systems, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sbera Pension Plan as Adopted by Walpole Co-Operative Bank in MA (30 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202905208.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.