Other · DOL Form 5500 · 2023

Hacienda, Inc. Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
363
Participants Below avg headcount
63rd
Percentile by assets National rank
$33,044
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hacienda, Inc. Retirement Plan · Sponsored by Hacienda, Inc. · Arizona · Healthcare & Social Assistance

$12M in assets, 363 participants

Hacienda, Inc.'s Hacienda, Inc. Retirement Plan reported $12M in total assets and 363 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,020 in Healthcare & Social Assistance (17,684 peers)

Hacienda, Inc. multi-year trail

Hacienda, Inc.'s plans moved +13.7% in assets from 2022 to 2024; this filing shows Hacienda, Inc. Retirement Plan at $12M / 363 participants.

#12,020
in Healthcare & Social Assistance (17,684 peers)
+5.9%
assets growth YoY

Hacienda, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hacienda, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,995,040 Top 37% higher than 63% of 127,068 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 2023

Hacienda, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hacienda, Inc. Retirement Plan sits mid-pack in the medium band (363 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hacienda, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $671K in the plan year 2023 filing.
  • Hacienda, Inc. Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Hacienda, Inc. Retirement Plan reported participants rose from 353 in the plan year 2022 filing to 363 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860253158 · Hacienda, Inc. PY 2023 · Other

Hacienda, Inc. Retirement Plan · $12M · 363 · 63rd

  • EBSA $12M
  • PART 363
  • TYPE 63rd
  • NET Other
  • BOOK near Health Center Partners 403(b) Plan
  • VS-ST ind #12020

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 Arizona →

Hacienda, Inc. Retirement Plan in the asset neighbourhood

Sholom Community Alliance 403b PlanSholom Community Alliance 40…$12MHacienda, Inc. Retirement PlanHacienda, Inc. Retirement Pl…$12MHealth Center Partners 403(b) PlanHealth Center Partners 403(b…$12MWahiawa General Hospital Retirement Savings PlanWahiawa General Hospital Ret…$12MLift 403b Plan$12M
End-of-year total assets ($M) among Hacienda, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Hacienda, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hacienda, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 13.689629786549029% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M$13.5M 202220232024 $11.3M $12.9M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 353 $11M
2023 1 363 $12M
2024 1 357 $13M

Hacienda, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$671K
Employer EIN860253158
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Arizona

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

Hacienda, Inc. Retirement Plan vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Hacienda, Inc. Retirement Plan, Total assets ($B): 0.01199504 · Participants: 363Hacienda, Inc. Retirement PlanHonor Health 403(b) Retirement Security Plan, Total assets ($B): 1.023668486 · Participants: 13597Honor Health 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($B): 0.291333345 · Participants: 7670Operating Engineers Local 428 Annuity Trust FundBanner Health Employees 403(b) Plan, Total assets ($B): 0.163501548 · Participants: 11018Banner Health Employees 403(b) PlanEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($B): 0.149956482 · Participants: 1887El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanKingman Regional Medical Center Employee Retirement Plan, Total assets ($B): 0.107432825 · Participants: 1914Kingman Regional Medical Center Employee Retirement Plan
Hacienda, Inc. Retirement Plan vs. nearby Other plans in Arizona, assets vs. participants
Compare Hacienda, Inc. Retirement Plan side-by-side with 3 peers →

Hacienda, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Health Center Partners 403(b) Plan in CA ($12M); by covered participants it is Lifegift Organ Donation Center Tax Sheltered Annuity Plan in TX (363 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (363 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hacienda, Inc. Retirement Plan assets move in 2023? ▼
Hacienda, Inc. Retirement Plan grew at a solid clip - up 5.9% during 2023, from $11M to $12M. Reported net income was $671K.
How have Hacienda, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hacienda, Inc.'s sponsor-wide assets grew 13.7%, from $11M to $13M.
Which Other plans are similar in size to Hacienda, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Health Center Partners 403(b) Plan in CA ($12M, 116 participants).
Which Other plans cover a similar participant headcount to Hacienda, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lifegift Organ Donation Center Tax Sheltered Annuity Plan in TX (363 participants, $26M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860253158.

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.