401(k) · DOL Form 5500 · 2023
Hbc US Holdings LLC 401(k) Plan
Data updated 2026-08-25
- $527M
- Total assets Above avg plan size
- 7,317
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $72,000
- Avg per participant Below avg balance/head
Official DOL plan name: Hbc 401(k) Retirement Savings Plan · Sponsored by Hbc US Holdings LLC · New York · Retail Trade
$527M in assets, 7,317 participants
Hbc US Holdings LLC's Hbc 401(k) Retirement Savings Plan reported $527M in total assets and 7,317 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,283 in Retail Trade (8,414 peers)
Coverage in New York
Hbc 401(k) Retirement Savings Plan covers 7,317 participants in New York, 9.2x the typical New York plan (state average ~798 per filing). Assets: $527M.
- #8,283
- in Retail Trade (8,414 peers)
- +5.8%
- assets growth YoY
- 5.3×
- vs typical plan assets (national mean)
Hbc 401(k) Retirement Savings Plan's outsized position by total assets
Hbc 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$526,823,699 Top 3% higher than 97% 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
Hbc 401(k) Retirement Savings 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. Hbc 401(k) Retirement Savings Plan lands in the large band (7,317 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hbc 401(k) Retirement Savings Plan reported net income rose from -$124M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Hbc 401(k) Retirement Savings Plan reported participants fell from 9,166 in the plan year 2022 filing to 7,317 in the plan year 2023 filing.
- Hbc 401(k) Retirement Savings Plan end-of-year assets rose from $498M in the plan year 2022 filing to $527M in the plan year 2023 filing.
DOL schedule card
Filing strip 990372181 · Hbc US Holdings LLC PY 2023 · 401(k)
Hbc 401(k) Retirement Savings Plan · $527M · 7,317 · 97th
- EIN $527M
- EIN 7,317
- EIN 97th
- EIN 401(k)
- EIN near Agc Southwest Chapters 401(k) Plan
- EIN ind #8283
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 New York →
Hbc 401(k) Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $498M |
|---|---|
| Net Assets (End of Year) | $527M |
| Net Income | $29M |
| Employer EIN | 990372181 |
| Plan Effective Date | 2018-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hbc US Holdings LLC)
Sponsor-wide plan assets over time
All Hbc US Holdings LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $535M 7.367691282904841% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,166 | $498M |
| 2023 | 1 | 7,317 | $527M |
| 2024 | 1 | 6,367 | $535M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Scale composition for Hbc 401(k) Retirement Savings Plan
Hbc 401(k) Retirement Savings Plan reports $527M in end-of-year assets across 7,317 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $72,000 per participant (52% of the national average assets-per-participant) . Net income for plan year 2023 was $29M.
This plan identity (EIN 990372181, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $498M to $535M (+7.4%) while covered participants moved from 9,166 to 6,367 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,166 | $498M | Open filing |
| 2023 | 7,317 | $527M | This page |
| 2024 · index core | 6,367 | $535M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Hbc 401(k) Retirement Savings Plan (401(k), $535M, 6,367 participants)
Hbc 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Agc Southwest Chapters 401(k) Plan in TX ($527M); by covered participants it is Rehab Employee Services 401(k) Plan in AL (7,314 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($527M here).
- Agc Southwest Chapters 401(k) Plan (TX) $527M · 13,784
- Vitesco Technologies USA, LLC 401(k) Plan (MI) $527M · 2,598
- Kent Corporation Retirement Plan (IA) $526M · 1,768
- Bridgewater Associates, LP 401(k) Plan (CT) $526M · 1,383
Similar participant headcount
Nearest other-state filings by covered participants (7,317 participants); asset peers above are excluded.
- Rehab Employee Services 401(k) Plan (AL) 7,314 · 3 off
- Gundersen Lutheran Employees' Retirement Plan (WI) 7,313 · 4 off
- Rush Enterprises, Inc. Employee 401(k) Plan (TX) 7,322 · 5 off
- Nokia Savings/401(k) Plan (NJ) 7,326 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.