Other · DOL Form 5500 · 2022

Hacienda, Inc. Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
353
Participants Below avg headcount
67th
Percentile by assets National rank
$32,081
Avg per participant Low balance/head
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Official DOL plan name: Hacienda, Inc. Retirement Plan · Sponsored by Hacienda, Inc. · Arizona · Healthcare & Social Assistance

$11M in assets, 353 participants

Hacienda, Inc.'s Hacienda, Inc. Retirement Plan reported $11M in total assets and 353 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,558 in Healthcare & Social Assistance (20,060 peers)

Hacienda, Inc. multi-year trail

Hacienda, Inc.'s plans moved +13.7% in assets from 2022 to 2024; this filing shows Hacienda, Inc. Retirement Plan at $11M / 353 participants.

#14,558
in Healthcare & Social Assistance (20,060 peers)
-17.3%
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.

Hacienda, Inc. Retirement Plan's outsized position by total assets

Hacienda, Inc. Retirement Plan vs every filed plan by assets

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

$11,324,521 Top 33% higher than 67% 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

Hacienda, Inc. Retirement 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. Hacienda, Inc. Retirement Plan sits mid-pack in the medium band (353 participants).

Plan-year Form 5500 strip

Filing strip 860253158 · Hacienda, Inc. PY 2022 · Other

Hacienda, Inc. Retirement Plan · $11M · 353 · 67th

  • IND $11M
  • EOY 353
  • 5500 67th
  • ASSETS Other
  • PCT near Cabinet Peaks Medical Center Personal Retirement Plan
  • EIN ind #14558

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Hacienda, Inc. Retirement Plan in the asset neighbourhood

Beaumont Retirement Services, Inc. 403(b) Retirement Savings PlanBeaumont Retirement Services…$11MHacienda, Inc. Retirement PlanHacienda, Inc. Retirement Pl…$11MCabinet Peaks Medical Center Personal Retirement PlanCabinet Peaks Medical Center…$11M403(b) Plan for Employees of Jri403(b) Plan for Employees of…$11MTexas Medical Center 401(k) Retirement PlanTexas Medical Center 401(k) …$11M
End-of-year total assets ($M) among Hacienda, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Hacienda, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hacienda, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 13.689629786549029% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M$13.5M 202220232024 $11.3M $12.9M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 353 $11M
2023 1 363 $12M
2024 1 357 $13M

Hacienda, Inc. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN860253158
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Arizona

Peer Other plans, same state, same plan type, ranked by total assets.

Hacienda, Inc. Retirement Plan vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Hacienda, Inc. Retirement Plan, Total assets ($M): 11.324521 · Participants: 353Hacienda, Inc. Retirement PlanHonorhealth 403(b) Retirement Security Plan, Total assets ($M): 872.849758 · Participants: 12089Honorhealth 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($M): 256.355567 · Participants: 7538Operating Engineers Local 428 Annuity Trust FundBanner Health Employees 403(b) Plan, Total assets ($M): 145.966125 · Participants: 10133Banner Health Employees 403(b) PlanEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($M): 120.093399 · Participants: 1633El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanKingman Regional Medical Center Employee Retirement Plan, Total assets ($M): 91.232835 · Participants: 1954Kingman Regional Medical Center Employee Retirement Plan
Hacienda, Inc. Retirement Plan vs. nearby Other plans in Arizona, assets vs. participants
Compare Hacienda, Inc. Retirement Plan side-by-side with 3 peers →

Hacienda, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Cabinet Peaks Medical Center Personal Retirement Plan in MT ($11M); by covered participants it is Charlotte Country Day School Retirement Plan in NC (353 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (353 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 Hacienda, Inc. Retirement Plan assets move in 2022? ▼
Hacienda, Inc. Retirement Plan declined sharply - down 17.3% during 2022, from $14M to $11M. Reported net income was -$2M.
How have Hacienda, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hacienda, Inc.'s sponsor-wide assets grew 13.7%, from $11M to $13M.
Which Other plans are similar in size to Hacienda, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Cabinet Peaks Medical Center Personal Retirement Plan in MT ($11M, 272 participants).
Which Other plans cover a similar participant headcount to Hacienda, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Charlotte Country Day School Retirement Plan in NC (353 participants, $71M 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 860253158.

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.