HB GLOBAL EMPLOYEE STOCK OWNERSHIP PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
SAME
This Other plan holds $115M in total assets and serves 1,521 participants as of 2022. It is sponsored by SAME in Pennsylvania. The plan reported positive net income of $25M for the year.
What the Filing Says About HB GLOBAL EMPLOYEE STOCK OWNERSHIP PLAN
HB GLOBAL EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by SAME, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $115M in total end-of-year assets and covers 1,521 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 822969290, and the plan has been effective since 2010-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $98M at the beginning of 2022 to $115M at year-end — a gain of 17.8%. Net assets (after liabilities) closed the year at $114M, with reported net income of $25M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $98M |
| Total Assets (End of Year) | $115M |
| Net Assets (End of Year) | $114M |
| Net Income | $25M |
| Plan Type | Other |
| Employer EIN | 822969290 |
| Plan Effective Date | 2010-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SAME)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,148 | $199M |
| 2023 | 2 | 3,261 | $298M |
| 2024 | 1 | 1,741 | $109M |
Nearby Other Plans in Pennsylvania
Peer Other plans — same state, same plan type — ranked by total assets.
- NATIONAL ELEVATOR INDUSTRY PENSION PLAN $11.2B · 27,434
- WAWA, INC. EMPLOYEE STOCK OWNERSHIP PLAN $5.3B · 42,695
- EASTERN ATLANTIC STATES CARPENTERS PENSION FUND $4.7B · 11,775
- THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN $3.1B · 41,942
- GLAXOSMITHKLINE CASH BALANCE PENSION PLAN $2.9B · 8,441
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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 822969290.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.