401(k) · DOL Form 5500 · 2023

Hbg, Inc. 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
1,857
Participants Near avg headcount
91st
Percentile by assets National rank
$49,933
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hb Global 401(k) Plan · Sponsored by Hbg, Inc. · Pennsylvania · Other Services

$93M in assets, 1,857 participants

Hbg, Inc.'s Hb Global 401(k) Plan reported $93M in total assets and 1,857 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,584 in Other Services (7,857 peers)

Coverage in Pennsylvania

Hb Global 401(k) Plan covers 1,857 participants in Pennsylvania, 2.3x the typical Pennsylvania plan (state average ~822 per filing). Assets: $93M.

#7,584
in Other Services (7,857 peers)
+11.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Hb Global 401(k) Plan's outsized position by total assets

Hb Global 401(k) Plan vs every filed plan by assets

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

$92,725,463 Top 9% higher than 91% 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 Global 401(k) 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. Hb Global 401(k) Plan lands in the large band (1,857 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hb Global 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Hb Global 401(k) Plan reported participants rose from 1,627 in the plan year 2022 filing to 1,857 in the plan year 2023 filing.
  • Hb Global 401(k) Plan end-of-year assets rose from $83M in the plan year 2022 filing to $93M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 822969290 · Hbg, Inc. PY 2023 · 401(k)

Hb Global 401(k) Plan · $93M · 1,857 · 91st

  • BOY $93M
  • BOY 1,857
  • BOY 91st
  • BOY 401(k)
  • BOY near Bal Retirement Plan
  • BOY ind #7584

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 Other Services retirement plans → · Plans in Pennsylvania →

Hb Global 401(k) Plan in the asset neighbourhood

Applied Technical Services, 401(k) PlanApplied Technical Services, …$93MSEIU Affiliates' Officers and Employees Supplemental Retirement Savings 401(k) PlanSEIU Affiliates' Officers an…$93MHb Global 401(k) Plan$93MBal Retirement Plan$93MGate Gourmet, Inc. 401(k) PlanGate Gourmet, Inc. 401(k) Pl…$93M
End-of-year total assets ($M) among Hb Global 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$93M
Net Income$9M
Employer EIN822969290
Plan Effective Date1978-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hbg, Inc.)

Sponsor-wide plan assets over time

All Hbg, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$411M 106.73345154640532% vs 2022
2024 filing year
$100M$200M$300M$400M$500M 202220232024 $199M $411M ▲ +106.7%
Year Plans Participants Total Assets
2022 2 3,148 $199M
2023 2 3,261 $298M
2024 2 3,127 $411M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hb Global 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Hb Global 401(k) Plan, Total assets ($B): 0.092725463 · Participants: 1857Hb Global 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Hb Global 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Hb Global 401(k) Plan side-by-side with 3 peers →

Hb Global 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Bal Retirement Plan in CA ($93M); by covered participants it is Stern Therapy Consultants, LLC 401(k) Plan in NY (1,857 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($93M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,857 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 Global 401(k) Plan assets move in 2023? ▼
Hb Global 401(k) Plan grew at a solid clip - up 11.5% during 2023, from $83M to $93M. Reported net income was $9M.
How have Hbg, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hbg, Inc.'s sponsor-wide assets grew 106.7%, from $199M to $411M.
Where does Hb Global 401(k) Plan rank by assets among Form 5500 filers? ▼
Hb Global 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Hb Global 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bal Retirement Plan in CA ($93M, 1,423 participants).
Which 401(k) plans cover a similar participant headcount to Hb Global 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stern Therapy Consultants, LLC 401(k) Plan in NY (1,857 participants, $549K 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 822969290.

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.