Money Purchase · DOL Form 5500 · 2022

Hubbard Sales Company Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$400,152
Avg per participant High balance/head
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Official DOL plan name: Hubbard Sales Company Pension Plan & Trust · Sponsored by Hubbard Sales Company · Ohio · Wholesale Trade

$1M in assets, 3 participants

Hubbard Sales Company's Hubbard Sales Company Pension Plan & Trust reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,069 in Wholesale Trade (6,843 peers)

What the 2022 filing shows

Hubbard Sales Company Pension Plan & Trust holds $1M for 3 participants - about $400,152 per participant, in the lower half of filed plans by assets.

#1,069
in Wholesale Trade (6,843 peers)
+5.7%
assets growth YoY

Hubbard Sales Company Pension Plan & Trust among the smaller filed plans by assets

Hubbard Sales Company Pension Plan & Trust vs every filed plan by assets

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

$1,200,457 27th percentile higher than 27% 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 Sales Company Pension Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hubbard Sales Company Pension Plan & Trust is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 341172322 · Hubbard Sales Company PY 2022 · Money Purchase

Hubbard Sales Company Pension Plan & Trust · $1M · 3 · 27th

  • VS-ST $1M
  • BOY 3
  • SCH 27th
  • EBSA Money Purchase
  • PART near Hector Ramos Fuentes Retirement Plan
  • TYPE ind #1069

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 Wholesale Trade retirement plans → · Plans in Ohio →

Hubbard Sales Company Pension Plan & Trust in the asset neighbourhood

Maguire Enterprises, Ltd. Money Purchase Pension PlanMaguire Enterprises, Ltd. Mo…$1MConsultorio Oto-Ccc, Psc Retirement PlanConsultorio Oto-Ccc, Psc Ret…$1MHubbard Sales Company Pension Plan & TrustHubbard Sales Company Pensio…$1MHector Ramos Fuentes Retirement PlanHector Ramos Fuentes Retirem…$1MAtef Tawadros, D.D.S., Hr-10 Profit Sharing PlanAtef Tawadros, D.D.S., Hr-10…$1M
End-of-year total assets ($M) among Hubbard Sales Company Pension Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$65K
Employer EIN341172322
Plan Effective Date1975-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hubbard Sales Company)

Sponsor-wide plan assets over time

All Hubbard Sales Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 8.562974001994808% vs 2022
2024 filing year
$4M$4.2M$4.4M$4.6M 202220232024 $4.2M $4.56M ▲ +8.6%
Year Plans Participants Total Assets
2022 2 6 $4M
2023 2 6 $4M
2024 2 4 $5M

Nearby Money Purchase Plans in Ohio

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

Hubbard Sales Company Pension Plan & Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Hubbard Sales Company Pension Plan & Trust, Total assets ($B): 0.001200457 · Participants: 3Hubbard Sales Company Pension Plan & TrustThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.324447859 · Participants: 44824The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.178697499 · Participants: 4506The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.441036559 · Participants: 6972Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.415384132 · Participants: 1076Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.303300519 · Participants: 2818University of Dayton Defined Contribution Retirement Plan
Hubbard Sales Company Pension Plan & Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants

Hubbard Sales Company Pension Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Hector Ramos Fuentes Retirement Plan in PR ($1M); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

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 Sales Company Pension Plan & Trust assets move in 2022? ▼
Hubbard Sales Company Pension Plan & Trust grew at a solid clip - up 5.7% during 2022, from $1M to $1M. Reported net income was $65K.
How have Hubbard Sales Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hubbard Sales Company's sponsor-wide assets grew 8.6%, from $4M to $5M.
Which Money Purchase plans are similar in size to Hubbard Sales Company Pension Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Hector Ramos Fuentes Retirement Plan in PR ($1M, 5 participants).
Which Money Purchase plans cover a similar participant headcount to Hubbard Sales Company Pension Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M in assets).