401(k) · DOL Form 5500 · 2022
Hubert North America Service, LLC 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 186
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $209,286
- Avg per participant Above avg balance/head
Official DOL plan name: Hubert Company, LLC Savings Plan · Sponsored by Hubert North America Service, LLC · Ohio · Wholesale Trade
$39M in assets, 186 participants
Hubert North America Service, LLC's Hubert Company, LLC Savings Plan reported $39M in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #5,917 in Wholesale Trade (6,843 peers)
Coverage in Ohio
Hubert Company, LLC Savings Plan covers 186 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $39M.
- #5,917
- in Wholesale Trade (6,843 peers)
- -27.9%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hubert Company, LLC Savings Plan's outsized position by total assets
Hubert Company, LLC Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$38,927,212 Top 14% higher than 86% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Hubert Company, LLC Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hubert Company, LLC Savings Plan sits mid-pack in the medium band (186 participants).
Form 5500 schedule snapshot
Filing strip 263794198 · Hubert North America Service, LLC PY 2022 · 401(k)
Hubert Company, LLC Savings Plan · $39M · 186 · 86th
- SCH $39M
- SCH 186
- SCH 86th
- SCH 401(k)
- SCH near Ezcorp, Inc. 401(k) Plan and Trust
- SCH ind #5917
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 Wholesale Trade retirement plans → · Plans in Ohio →
Hubert Company, LLC Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | -$15M |
| Employer EIN | 263794198 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hubert North America Service, LLC)
Sponsor-wide plan assets over time
All Hubert North America Service, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 60.67008857454266% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 186 | $39M |
| 2023 | 1 | 196 | $45M |
| 2024 | 1 | 193 | $63M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Hubert Company, LLC Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Ezcorp, Inc. 401(k) Plan and Trust in TX ($39M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (186 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.
- Combs Concrete Construction Company 401(k) Plan (NC) 186 · 0 off
- American Academy of Neurology 401(k) Plan (MN) 186 · 0 off
- Exterior Maintenance Resources, Inc. 401(k) Plan (NJ) 186 · 0 off
- The Country Club 401(k) Plan (MA) 186 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.