Defined Benefit (Pension) · DOL Form 5500 · 2023
Hsbc North America Holdings Inc. Pension Plan
Data updated 2026-08-25
- $3.6B
- Total assets Very large vs avg
- 2,727
- Participants Above avg headcount
- 100th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Hsbc - North America (U.S.) Pension Plan · Sponsored by Hsbc North America Holdings Inc. · Illinois · Management of Enterprises
$3.6B in assets, 2,727 participants
Hsbc North America Holdings Inc.'s Hsbc - North America (U.S.) Pension Plan reported $3.6B in total assets and 2,727 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #1,120 in Management of Enterprises (1,137 peers)
Coverage in Illinois
Hsbc - North America (U.S.) Pension Plan covers 2,727 participants in Illinois, 3.5x the typical Illinois plan (state average ~779 per filing). Assets: $3.6B.
- #1,120
- in Management of Enterprises (1,137 peers)
- +2.1%
- assets growth YoY
- 36×
- vs typical plan assets (national mean)
Hsbc - North America (U.S.) Pension Plan's outsized position by total assets
Hsbc - North America (U.S.) Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,587,812,175 Highest reported value at or above every one 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
Hsbc - North America (U.S.) Pension Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hsbc - North America (U.S.) Pension Plan lands in the large band (2,727 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hsbc - North America (U.S.) Pension Plan reported net income rose from -$1.0B in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Hsbc - North America (U.S.) Pension Plan reported participants fell from 3,542 in the plan year 2022 filing to 2,727 in the plan year 2023 filing.
- Hsbc - North America (U.S.) Pension Plan end-of-year assets rose from $3.5B in the plan year 2022 filing to $3.6B in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 232186091 · Hsbc North America Holdings Inc. PY 2023 · Defined Benefit (Pension)
Hsbc - North America (U.S.) Pension Plan · $3.6B · 2,727 · 100th
- PCT $3.6B
- PCT 2,727
- PCT 100th
- PCT Defined Benefit (Pension)
- PCT near Ohio Operating Engineers Pension Plan
- PCT ind #1120
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 Management of Enterprises retirement plans → · Plans in Illinois →
Hsbc - North America (U.S.) Pension Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $3.5B |
|---|---|
| Net Assets (End of Year) | $3.0B |
| Net Income | $39M |
| Employer EIN | 232186091 |
| Plan Effective Date | 1945-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hsbc North America Holdings Inc.)
Sponsor-wide plan assets over time
All Hsbc North America Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8.2B 9.105005227907393% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,984 | $7.5B |
| 2023 | 2 | 9,719 | $8.1B |
| 2024 | 2 | 9,131 | $8.2B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Hsbc - North America (U.S.) Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Ohio Operating Engineers Pension Plan in OH ($3.6B); by covered participants it is Owens Corning Merged Retirement Plan in OH (2,725 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.6B here).
- Ohio Operating Engineers Pension Plan (OH) $3.6B · 10,029
- The Hartford Retirement Plan for U.S. Employees (CT) $3.6B · 7,529
- Target Corporation Pension Plan (MN) $3.5B · 45,724
- Schlumberger Technology Corporation Pension Plan (TX) $3.6B · 2,077
Similar participant headcount
Nearest other-state filings by covered participants (2,727 participants); asset peers above are excluded.
- Owens Corning Merged Retirement Plan (OH) 2,725 · 2 off
- Retirement Plan for Hospital Employees (CA) 2,734 · 7 off
- Premera Pension Equity Plan (WA) 2,714 · 13 off
- Carmax, Inc. Pension Plan (VA) 2,741 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.