401(k) · DOL Form 5500 · 2023

Hbw Properties, Inc. Dba Hbw Group 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 108
Participants Small participant base: 61st
Percentile by assets National rank: $105,388
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Hbw 401(k) Plan · Sponsored by Hbw Properties, Inc. Dba Hbw Group · Maryland · Finance & Insurance

$11M in assets, 108 participants

Hbw Properties, Inc. Dba Hbw Group's Hbw 401(k) Plan reported $11M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

#4,088 in Finance & Insurance (8,869 peers)

Coverage in Maryland

Hbw 401(k) Plan covers 108 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $11M.

#4,088
in Finance & Insurance (8,869 peers): +15.3%
assets growth YoY

Hbw 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Hbw 401(k) Plan vs every filed plan by assets

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

$11,381,914 Top 39% higher than 61% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Hbw 401(k) 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. Hbw 401(k) Plan sits mid-pack in the medium band (108 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Hbw 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Hbw 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Hbw 401(k) Plan reported participants rose from 94 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 520891428 · Hbw Properties, Inc. Dba Hbw Group PY 2023 · 401(k)

Hbw 401(k) Plan · $11M · 108 · 61st

NET $11M
NET 108
NET 61st
NET 401(k)
NET near Covey Equity Holdings, LLC 401(k) Plan
NET ind #4088

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 Finance & Insurance retirement plans → · Plans in Maryland →

End-of-year total assets ($M) among Hbw 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$11M
Net Income	$2M
Employer EIN	520891428
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Hbw Properties, Inc. Dba Hbw Group)

Latest sponsor-wide plan assets: $12M 23.917051466427573% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	94	$10M
2023	1	108	$11M
2024	1	94	$12M

Nearby 401(k) Plans in Maryland

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

Hbw 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
Marriott Retirement Savings Plan $10.2B · 96,415
T. Rowe Price U.S. Retirement Program $4.4B · 6,292
Nfl Player Second Career Savings Plan $4.0B · 2,767
Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121

Compare Hbw 401(k) Plan side-by-side with 3 peers →

Hbw 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Covey Equity Holdings, LLC 401(k) Plan in GA ($11M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Covey Equity Holdings, LLC 401(k) Plan (GA) $11M · 565
Eagle Beverage Company Employee Retirement Savings Plan (NY) $11M · 107
Saf-T-Cab, Inc. 401(k) Plan (CA) $11M · 89
Winpak Heat Seal Corporation Gcc/Ibt Local 568-M Employee Savings Plan (IL) $11M · 174

Similar participant headcount

Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.

Winstar Farm 401(k) Plan (KY) 108 · 0 off
University Athletic Association 403b Plan (FL) 108 · 0 off
Wayne Densch, Inc. 401(k) Plan (FL) 108 · 0 off
Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust (WA) 108 · 0 off

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 Hbw 401(k) Plan assets move in 2023? ▼

Hbw 401(k) Plan grew sharply - up 15.3% during 2023, from $10M to $11M. Reported net income was $2M.

How have Hbw Properties, Inc. Dba Hbw Group plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hbw Properties, Inc. Dba Hbw Group's sponsor-wide assets grew 23.9%, from $10M to $12M.

Which 401(k) plans are similar in size to Hbw 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Covey Equity Holdings, LLC 401(k) Plan in GA ($11M, 565 participants).

Which 401(k) plans cover a similar participant headcount to Hbw 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 520891428.