Defined Benefit (Pension) · DOL Form 5500 · 2022

H.O.E. Investments, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
48th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: H.O.E. Investments, Inc. Pension Plan · Sponsored by H.O.E. Investments, Inc. · California · Finance & Insurance

$4M in assets, 3 participants

H.O.E. Investments, Inc.'s H.O.E. Investments, Inc. Pension Plan reported $4M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,071 in Finance & Insurance (9,261 peers)

H.O.E. Investments, Inc. multi-year trail

H.O.E. Investments, Inc.'s plans moved +36.2% in assets from 2022 to 2024; this filing shows H.O.E. Investments, Inc. Pension Plan at $4M / 3 participants.

#3,071
in Finance & Insurance (9,261 peers)
+3.8%
assets growth YoY

H.O.E. Investments, Inc. Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

H.O.E. Investments, Inc. Pension Plan vs every filed plan by assets

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

$4,398,244 48th percentile higher than 48% 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

H.O.E. Investments, Inc. Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H.O.E. Investments, Inc. Pension Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 330489730 · H.O.E. Investments, Inc. PY 2022 · Defined Benefit (Pension)

H.O.E. Investments, Inc. Pension Plan · $4M · 3 · 48th

  • PCT $4M
  • PCT 3
  • PCT 48th
  • PCT Defined Benefit (Pension)
  • PCT near The Retirement Plan of the Amalgamated Insurance Fund
  • PCT ind #3071

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 Finance & Insurance retirement plans → · Plans in California →

H.O.E. Investments, Inc. Pension Plan in the asset neighbourhood

Wells Manufacturing Pension PlanWells Manufacturing Pension …$4MThe Willard Inter-Continental Hotel Retirement PlanThe Willard Inter-Continenta…$4MH.O.E. Investments, Inc. Pension PlanH.O.E. Investments, Inc. Pen…$4MThe Retirement Plan of the Amalgamated Insurance FundThe Retirement Plan of the A…$4MRotor Clip Company, Inc. Retirement PlanRotor Clip Company, Inc. Ret…$4M
End-of-year total assets ($M) among H.O.E. Investments, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

H.O.E. Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All H.O.E. Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 36.19674124491502% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.4M $5.99M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $5M
2024 1 3 $6M

H.O.E. Investments, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$161K
Employer EIN330489730
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

H.O.E. Investments, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants H.O.E. Investments, Inc. Pension Plan, Total assets ($B): 0.004398244 · Participants: 3H.O.E. Investments, Inc. Pension 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
H.O.E. Investments, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare H.O.E. Investments, Inc. Pension Plan side-by-side with 3 peers →

H.O.E. Investments, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The Retirement Plan of the Amalgamated Insurance Fund in NY ($4M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 H.O.E. Investments, Inc. Pension Plan assets move in 2022? ▼
H.O.E. Investments, Inc. Pension Plan edged up modestly - up 3.8% during 2022, from $4M to $4M. Reported net income was $161K.
How have H.O.E. Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.O.E. Investments, Inc.'s sponsor-wide assets grew 36.2%, from $4M to $6M.
Which Defined Benefit (Pension) plans are similar in size to H.O.E. Investments, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Retirement Plan of the Amalgamated Insurance Fund in NY ($4M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to H.O.E. Investments, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K 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 330489730.

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.