Defined Benefit (Pension) · DOL Form 5500 · 2022

Hm Clause, Inc. Pension Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
105
Participants Small participant base
89th
Percentile by assets National rank
$561,184
Avg per participant High balance/head
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Official DOL plan name: Hm/Fm Retirement Plan · Sponsored by Hm Clause, Inc. · California · Manufacturing

$59M in assets, 105 participants

Hm Clause, Inc.'s Hm/Fm Retirement Plan reported $59M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #17,336 in Manufacturing (20,602 peers)

Coverage in California

Hm/Fm Retirement Plan covers 105 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $59M.

#17,336
in Manufacturing (20,602 peers)
-19.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hm/Fm Retirement Plan's outsized position by total assets

Hm/Fm Retirement Plan vs every filed plan by assets

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

$58,924,349 Top 11% higher than 89% 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

Hm/Fm 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. Hm/Fm Retirement Plan sits mid-pack in the medium band (105 participants).

Form 5500 schedule snapshot

Filing strip 941695235 · Hm Clause, Inc. PY 2022 · Defined Benefit (Pension)

Hm/Fm Retirement Plan · $59M · 105 · 89th

  • PART $59M
  • PART 105
  • PART 89th
  • PART Defined Benefit (Pension)
  • PART near W.R. Grace & Co. Retirement Plan for Curtis Bay Plant
  • PART ind #17336

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 California →

Hm/Fm Retirement Plan in the asset neighbourhood

Pension Fund Local 96-IBEW$59MW.R. Grace & Co. Retirement Plan for Curtis Bay PlantW.R. Grace & Co. Retirement …$59MHm/Fm Retirement Plan$59MPension Plan for Hourly Employees of Alstom Power IncPension Plan for Hourly Empl…$59MSiu Rivers Pension Trust$59M
End-of-year total assets ($M) among Hm/Fm Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$59M
Net Income-$14M
Employer EIN941695235
Plan Effective Date1981-03-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Hm Clause, Inc.)

Sponsor-wide plan assets over time

All Hm Clause, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$162M 16.504706553398805% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $139M $162M ▲ +16.5%
Year Plans Participants Total Assets
2022 2 593 $139M
2023 2 575 $156M
2024 2 575 $162M

Nearby Defined Benefit (Pension) Plans in California

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

Hm/Fm Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Hm/Fm Retirement Plan, Total assets ($B): 0.058924349 · Participants: 105Hm/Fm Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Hm/Fm Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Hm/Fm Retirement Plan side-by-side with 3 peers →

Hm/Fm Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is W.R. Grace & Co. Retirement Plan for Curtis Bay Plant in MD ($59M); by covered participants it is Community Credit Union of Florida Defined Benefit Plan and Trust in FL (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Hm/Fm Retirement Plan assets move in 2022? ▼
Hm/Fm Retirement Plan declined sharply - down 19.1% during 2022, from $73M to $59M. Reported net income was -$14M.
How have Hm Clause, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hm Clause, Inc.'s sponsor-wide assets grew 16.5%, from $139M to $162M.
Where does Hm/Fm Retirement Plan rank by assets among Form 5500 filers? ▼
Hm/Fm Retirement Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Hm/Fm Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is W.R. Grace & Co. Retirement Plan for Curtis Bay Plant in MD ($59M, 328 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hm/Fm Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Community Credit Union of Florida Defined Benefit Plan and Trust in FL (105 participants, $29M 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 941695235.

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.