EMPLOYEES RETIREMENT PLAN OF HUBBARD LLC
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
HUBBARD LLC
This Other plan holds $21K in total assets and serves 30 participants as of 2023. It is sponsored by HUBBARD LLC in Tennessee. The plan reported a net loss of $4M for the year.
What the Filing Says About EMPLOYEES RETIREMENT PLAN OF HUBBARD LLC
EMPLOYEES RETIREMENT PLAN OF HUBBARD LLC is a Other retirement plan sponsored by HUBBARD LLC, headquartered in Tennessee. As of the 2023 Form 5500 filing, the plan reports $21K in total end-of-year assets and covers 30 participants across the Agriculture, Forestry & Fishing industry. The sponsor's EIN on file with the U.S. Department of Labor is 020504519, and the plan has been effective since 1942-10-31. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $4M at the beginning of 2023 to $21K at year-end — a decline of 99.5%. Net assets (after liabilities) closed the year at $21K, with reported net income of $-4,406,154 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 1 prior plan-year filing 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) | $4M |
| Total Assets (End of Year) | $21K |
| Net Assets (End of Year) | $21K |
| Net Income | $-4,406,154 |
| Plan Type | Other |
| Employer EIN | 020504519 |
| Plan Effective Date | 1942-10-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (HUBBARD LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $4M |
| 2023 | 1 | 30 | $21K |
Nearby Other Plans in Tennessee
Peer Other plans — same state, same plan type — ranked by total assets.
- PACE INDUSTRY UNION-MANAGEMENT PENSION FUND $2.7B · 3,192
- CARPENTERS LABOR-MANAGEMENT PENSION PLAN $777M · 2,942
- SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN $535M · 2,882
- BRIDGESTONE AMERICAS, INC. NON-CONTRIBUTORY PENSION PLAN $502M · 1,480
- BARR BRANDS INTERNATIONAL AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN $427M · 401
Related Data
Guides
Frequently Asked Questions
How much money is in the EMPLOYEES RETIREMENT PLAN OF HUBBARD LLC? ▼
What type of plan is EMPLOYEES RETIREMENT PLAN OF HUBBARD LLC? ▼
Who sponsors the EMPLOYEES RETIREMENT PLAN OF HUBBARD LLC? ▼
How did EMPLOYEES RETIREMENT PLAN OF HUBBARD LLC perform in 2023? ▼
Where can I find official filings for EMPLOYEES RETIREMENT PLAN OF HUBBARD LLC? ▼
How does EMPLOYEES RETIREMENT PLAN OF HUBBARD LLC compare to other plans? ▼
Explore PlainRetire
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 020504519.
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.