401(k) · DOL Form 5500 · 2022

Hub Pen Company, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
167
Participants Small participant base
73rd
Percentile by assets National rank
$89,794
Avg per participant Below avg balance/head
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Official DOL plan name: Hub Pen Company, LLC 401(k) Plan · Sponsored by Hub Pen Company, LLC · Massachusetts · Professional & Technical Services

$15M in assets, 167 participants

Hub Pen Company, LLC's Hub Pen Company, LLC 401(k) Plan reported $15M in total assets and 167 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,544 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Hub Pen Company, LLC 401(k) Plan covers 167 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.

#15,544
in Professional & Technical Services (21,562 peers)
-15.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hub Pen Company, LLC 401(k) Plan's outsized position by total assets

Hub Pen Company, LLC 401(k) Plan vs every filed plan by assets

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

$14,995,635 Top 27% higher than 73% 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

Hub Pen Company, LLC 401(k) 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. Hub Pen Company, LLC 401(k) Plan sits mid-pack in the medium band (167 participants).

Form 5500 schedule snapshot

Filing strip 042315066 · Hub Pen Company, LLC PY 2022 · 401(k)

Hub Pen Company, LLC 401(k) Plan · $15M · 167 · 73rd

  • 5500 $15M
  • ASSETS 167
  • PCT 73rd
  • EIN 401(k)
  • RANK near Silverado Contractors, Inc. 401(k) Plan
  • PHOTO ind #15544

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Hub Pen Company, LLC 401(k) Plan in the asset neighbourhood

Hub Pen Company, LLC 401(k) PlanHub Pen Company, LLC 401(k) …$15MSilverado Contractors, Inc. 401(k) PlanSilverado Contractors, Inc. …$15MHeligroup Holdings, Inc. 401(k) PlanHeligroup Holdings, Inc. 401…$15MMilestone Retirement Plan$15MVion Corporation Profit Sharing PlanVion Corporation Profit Shar…$15M
End-of-year total assets ($M) among Hub Pen Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN042315066
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hub Pen Company, LLC)

Sponsor-wide plan assets over time

All Hub Pen Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 38.306253786518546% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15M $20.7M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 167 $15M
2023 1 160 $18M
2024 1 162 $21M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hub Pen Company, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Hub Pen Company, LLC 401(k) Plan, Total assets ($B): 0.014995635 · Participants: 167Hub Pen Company, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Hub Pen Company, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Hub Pen Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Silverado Contractors, Inc. 401(k) Plan in CA ($15M); by covered participants it is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Hub Pen Company, LLC 401(k) Plan assets move in 2022?
Hub Pen Company, LLC 401(k) Plan declined sharply - down 15.6% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Hub Pen Company, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Hub Pen Company, LLC's sponsor-wide assets grew 38.3%, from $15M to $21M.
Which 401(k) plans are similar in size to Hub Pen Company, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Silverado Contractors, Inc. 401(k) Plan in CA ($15M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Hub Pen Company, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 participants, N/A in assets).