Defined Benefit (Pension) · DOL Form 5500 · 2022
Hz II LLC Pension Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $148,775
- Avg per participant Above avg balance/head
Official DOL plan name: Hz II LLC Cash Balance Pension Plan · Sponsored by Hz II LLC · California · Real Estate
$4M in assets, 29 participants
Hz II LLC's Hz II LLC Cash Balance Pension Plan reported $4M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #3,318 in Real Estate (5,057 peers)
2022 asset change
Hz II LLC Cash Balance Pension Plan pulled back noticeably 9.7% in 2022 ($5M → $4M) for 29 participants.
- #3,318
- in Real Estate (5,057 peers)
- -9.7%
- assets change YoY
The plan reported a net loss of $463K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hz II LLC Cash Balance Pension Plan's mid-pack asset rank among Real Estate and all filers
Hz II LLC Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,314,476 47th percentile higher than 47% 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
Hz II LLC Cash Balance Pension 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. Hz II LLC Cash Balance Pension Plan is a small filing (29 participants) on this national headcount ladder.
DOL schedule card
Filing strip 853848307 · Hz II LLC PY 2022 · Defined Benefit (Pension)
Hz II LLC Cash Balance Pension Plan · $4M · 29 · 47th
- ASSETS $4M
- ASSETS 29
- ASSETS 47th
- ASSETS Defined Benefit (Pension)
- ASSETS near Advantech International, Inc. Pension Plan
- ASSETS ind #3318
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 Real Estate retirement plans → · Plans in California →
Hz II LLC Cash Balance Pension Plan in the asset neighbourhood
Hz II LLC years around the 2022 move
Sponsor-wide plan assets over time
All Hz II LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 4.139877009398128% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $4M |
| 2023 | 1 | 31 | $6M |
| 2024 | 1 | 45 | $4M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$463K |
| Employer EIN | 853848307 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Hz II LLC Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Advantech International, Inc. Pension Plan in NJ ($4M); by covered participants it is Legal Aid Society of Nassau County, N.Y., Inc. Employees' Pension Trust in NY (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (29 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.