401(k) · DOL Form 5500 · 2023
H.Y.B., Inc. Dba Harper's 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 404
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $21,316
- Avg per participant Low balance/head
Official DOL plan name: H.Y.B., Inc. Dba Harper's Retirement Program · Sponsored by H.Y.B., Inc. Dba Harper's · Tennessee · Retail Trade
$9M in assets, 404 participants
H.Y.B., Inc. Dba Harper's's H.Y.B., Inc. Dba Harper's Retirement Program reported $9M in total assets and 404 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #5,536 in Retail Trade (8,414 peers)
Coverage in Tennessee
H.Y.B., Inc. Dba Harper's Retirement Program covers 404 participants in Tennessee, about 36% of the average Tennessee filer (state average ~1,126 per filing). Assets: $9M.
- #5,536
- in Retail Trade (8,414 peers)
- +31.0%
- assets growth YoY
H.Y.B., Inc. Dba Harper's Retirement Program's mid-pack asset rank among Retail Trade and all filers
H.Y.B., Inc. Dba Harper's Retirement Program vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,611,602 Top 45% higher than 55% 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
H.Y.B., Inc. Dba Harper's Retirement Program 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. H.Y.B., Inc. Dba Harper's Retirement Program sits mid-pack in the medium band (404 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- H.Y.B., Inc. Dba Harper's Retirement Program reported net income rose from -$599K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- H.Y.B., Inc. Dba Harper's Retirement Program end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- H.Y.B., Inc. Dba Harper's Retirement Program reported participants rose from 362 in the plan year 2022 filing to 404 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 621105945 · H.Y.B., Inc. Dba Harper's PY 2023 · 401(k)
H.Y.B., Inc. Dba Harper's Retirement Program · $9M · 404 · 55th
- RANK $9M
- PHOTO 404
- IND 55th
- EOY 401(k)
- 5500 near Priority Envelope, Inc. 401(k) Retirement Plan
- ASSETS ind #5536
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 Retail Trade retirement plans → · Plans in Tennessee →
H.Y.B., Inc. Dba Harper's Retirement Program in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 621105945 |
| Plan Effective Date | 1987-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H.Y.B., Inc. Dba Harper's)
Sponsor-wide plan assets over time
All H.Y.B., Inc. Dba Harper's plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 63.826135379002324% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 362 | $7M |
| 2023 | 1 | 404 | $9M |
| 2024 | 1 | 445 | $11M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
H.Y.B., Inc. Dba Harper's Retirement Program's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Priority Envelope, Inc. 401(k) Retirement Plan in MN ($9M); by covered participants it is Bradley Caldwell, Inc. 401(k) Retirement Savings Plan in PA (404 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (404 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.