Other · DOL Form 5500 · 2022

Hubbard Hill Estates Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
139
Participants Small participant base
39th
Percentile by assets National rank
$20,429
Avg per participant Low balance/head
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Official DOL plan name: Hubbard Hill Estates Inc. Retirement Plan · Sponsored by Hubbard Hill Estates Inc. · Indiana · Healthcare & Social Assistance

$3M in assets, 139 participants

Hubbard Hill Estates Inc.'s Hubbard Hill Estates Inc. Retirement Plan reported $3M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #8,545 in Healthcare & Social Assistance (20,060 peers)

Coverage in Indiana

Hubbard Hill Estates Inc. Retirement Plan covers 139 participants in Indiana, about 26% of the average Indiana filer (state average ~541 per filing). Assets: $3M.

#8,545
in Healthcare & Social Assistance (20,060 peers)
+4.0%
assets growth YoY

Hubbard Hill Estates Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hubbard Hill Estates Inc. Retirement Plan vs every filed plan by assets

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

$2,839,691 39th percentile higher than 39% 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

Hubbard Hill Estates 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. Hubbard Hill Estates Inc. Retirement Plan sits mid-pack in the medium band (139 participants).

Plan-year Form 5500 strip

Filing strip 351362157 · Hubbard Hill Estates Inc. PY 2022 · Other

Hubbard Hill Estates Inc. Retirement Plan · $3M · 139 · 39th

  • BOOK $3M
  • VS-ST 139
  • BOY 39th
  • SCH Other
  • EBSA near The Franklin Academy Defined Contribution Plan
  • PART ind #8545

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 Indiana →

Hubbard Hill Estates Inc. Retirement Plan in the asset neighbourhood

Hubbard Hill Estates Inc. Retirement PlanHubbard Hill Estates Inc. Re…$3MThe Franklin Academy Defined Contribution PlanThe Franklin Academy Defined…$3MBrookside Import Specialties Profit Sharing PlanBrookside Import Specialties…$3MThe Monarch School 403(b) Retirement PlanThe Monarch School 403(b) Re…$3MPiedmont Community Actions, Inc. 403(b) PlanPiedmont Community Actions, …$3M
End-of-year total assets ($M) among Hubbard Hill Estates Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$108K
Employer EIN351362157
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hubbard Hill Estates Inc.)

Sponsor-wide plan assets over time

All Hubbard Hill Estates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $2.84M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 139 $3M
2023 1 179 $3M
2024 1 227 N/A

Nearby Other Plans in Indiana

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

Hubbard Hill Estates Inc. Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Hubbard Hill Estates Inc. Retirement Plan, Total assets ($M): 2.839691 · Participants: 139Hubbard Hill Estates Inc. Retirement PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 634.111369 · Participants: 14230Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 333.513191 · Participants: 7442Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 305.561372 · Participants: 985Butler University Retirement Plan
Hubbard Hill Estates Inc. Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Hubbard Hill Estates Inc. Retirement Plan side-by-side with 3 peers →

Hubbard Hill Estates Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is The Franklin Academy Defined Contribution Plan in CT ($3M); by covered participants it is Hardin County Regional Health Center 403(b) Plan in TN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Hubbard Hill Estates Inc. Retirement Plan assets move in 2022? ▼
Hubbard Hill Estates Inc. Retirement Plan edged up modestly - up 4.0% during 2022, from $3M to $3M. Reported net income was $108K.
Which Other plans are similar in size to Hubbard Hill Estates Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Franklin Academy Defined Contribution Plan in CT ($3M, 103 participants).
Which Other plans cover a similar participant headcount to Hubbard Hill Estates Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hardin County Regional Health Center 403(b) Plan in TN (139 participants, $7M 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 351362157.

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.