Defined Benefit (Pension) · DOL Form 5500 · 2023

Hb Performance Systems, Inc. Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
25
Participants Small participant base
58th
Percentile by assets National rank
$391,485
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hb Performance Systems, Inc. Defined Benefit Plan · Sponsored by Hb Performance Systems, Inc. · Wisconsin · Manufacturing

$10M in assets, 25 participants

Hb Performance Systems, Inc.'s Hb Performance Systems, Inc. Defined Benefit Plan reported $10M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #8,285 in Manufacturing (18,722 peers)

What the 2023 filing shows

Hb Performance Systems, Inc. Defined Benefit Plan holds $10M for 25 participants - about $391,485 per participant, above the median plan by assets.

#8,285
in Manufacturing (18,722 peers)
+4.2%
assets growth YoY

Hb Performance Systems, Inc. Defined Benefit Plan's mid-pack asset rank among Manufacturing and all filers

Hb Performance Systems, Inc. Defined Benefit Plan vs every filed plan by assets

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

$9,787,125 Top 42% higher than 58% 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

Hb Performance Systems, Inc. Defined Benefit Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hb Performance Systems, Inc. Defined Benefit Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hb Performance Systems, Inc. Defined Benefit Plan reported net income rose from -$2M in the plan year 2022 filing to $397K in the plan year 2023 filing.
  • Hb Performance Systems, Inc. Defined Benefit Plan reported participants fell from 30 in the plan year 2022 filing to 25 in the plan year 2023 filing.
  • Hb Performance Systems, Inc. Defined Benefit Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 202905208 · Hb Performance Systems, Inc. PY 2023 · Defined Benefit (Pension)

Hb Performance Systems, Inc. Defined Benefit Plan · $10M · 25 · 58th

  • PCT $10M
  • PCT 25
  • PCT 58th
  • PCT Defined Benefit (Pension)
  • PCT near Erie and Niagara Insurance Association Cash Balance Retirement Plan
  • PCT ind #8285

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 Manufacturing retirement plans → · Plans in Wisconsin →

Hb Performance Systems, Inc. Defined Benefit Plan in the asset neighbourhood

Pension Plan for Employees of Solvay BankPension Plan for Employees o…$10MLasalle Bristol LP Pension PlanLasalle Bristol LP Pension P…$10MAgraria Insurance Company Pension PlanAgraria Insurance Company Pe…$10MHb Performance Systems, Inc. Defined Benefit PlanHb Performance Systems, Inc.…$10MErie and Niagara Insurance Association Cash Balance Retirement PlanErie and Niagara Insurance A…$10M
End-of-year total assets ($M) among Hb Performance Systems, Inc. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$397K
Employer EIN202905208
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hb Performance Systems, Inc.)

Sponsor-wide plan assets over time

All Hb Performance Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 7.381259843763094% vs 2022
2024 filing year
$30M$31M$32M$33M$34M 202220232024 $30.8M $33.1M ▲ +7.4%
Year Plans Participants Total Assets
2022 3 289 $31M
2023 2 155 $31M
2024 2 180 $33M

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Hb Performance Systems, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Hb Performance Systems, Inc. Defined Benefit Plan, Total assets ($B): 0.009787125 · Participants: 25Hb Performance Systems, Inc. Defined Benefit PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Hb Performance Systems, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Hb Performance Systems, Inc. Defined Benefit Plan side-by-side with 3 peers →

Hb Performance Systems, Inc. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY ($10M); by covered participants it is Whittaker Corporation Employees' Pension Plan in CA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Hb Performance Systems, Inc. Defined Benefit Plan assets move in 2023? ▼
Hb Performance Systems, Inc. Defined Benefit Plan edged up modestly - up 4.2% during 2023, from $9M to $10M. Reported net income was $397K.
How have Hb Performance Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hb Performance Systems, Inc.'s sponsor-wide assets grew 7.4%, from $31M to $33M.
Which Defined Benefit (Pension) plans are similar in size to Hb Performance Systems, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY ($10M, 57 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hb Performance Systems, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Whittaker Corporation Employees' Pension Plan in CA (25 participants, N/A 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 202905208.

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.