Defined Benefit (Pension) · DOL Form 5500 · 2023

H.O.E. Investments, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
44th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: H.O.E. Investments, Inc. Pension Plan · Sponsored by H.O.E. Investments, Inc. · California · Finance & Insurance

$5M in assets, 3 participants

H.O.E. Investments, Inc.'s H.O.E. Investments, Inc. Pension Plan reported $5M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,760 in Finance & Insurance (8,869 peers)

H.O.E. Investments, Inc. multi-year trail

H.O.E. Investments, Inc.'s plans moved +36.2% in assets from 2022 to 2024; this filing shows H.O.E. Investments, Inc. Pension Plan at $5M / 3 participants.

#2,760
in Finance & Insurance (8,869 peers)
+12.0%
assets growth YoY

H.O.E. Investments, Inc. Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

H.O.E. Investments, Inc. Pension Plan vs every filed plan by assets

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

$4,923,956 44th percentile higher than 44% 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

H.O.E. Investments, Inc. Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H.O.E. Investments, Inc. Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H.O.E. Investments, Inc. Pension Plan reported net income rose from $161K in the plan year 2022 filing to $526K in the plan year 2023 filing.
  • H.O.E. Investments, Inc. Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330489730 · H.O.E. Investments, Inc. PY 2023 · Defined Benefit (Pension)

H.O.E. Investments, Inc. Pension Plan · $5M · 3 · 44th

  • PCT $5M
  • EIN 3
  • RANK 44th
  • PHOTO Defined Benefit (Pension)
  • IND near Hutchinson Sealing Systems, Inc. Retirement Plan
  • EOY ind #2760

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 Finance & Insurance retirement plans → · Plans in California →

H.O.E. Investments, Inc. Pension Plan in the asset neighbourhood

Retina Consultants of Al, PC Cash Balance PlanRetina Consultants of Al, PC…$5MPension Plan for Union Employees of Johanna Foods, Inc., Lacto Milk Products DivisionPension Plan for Union Emplo…$5MH.O.E. Investments, Inc. Pension PlanH.O.E. Investments, Inc. Pen…$5MHutchinson Sealing Systems, Inc. Retirement PlanHutchinson Sealing Systems, …$5MRetirement Plan of Nevamar Company, LLCRetirement Plan of Nevamar C…$5M
End-of-year total assets ($M) among H.O.E. Investments, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

H.O.E. Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All H.O.E. Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 36.19674124491502% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.4M $5.99M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $5M
2024 1 3 $6M

H.O.E. Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$526K
Employer EIN330489730
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

H.O.E. Investments, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants H.O.E. Investments, Inc. Pension Plan, Total assets ($B): 0.004923956 · Participants: 3H.O.E. Investments, Inc. Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
H.O.E. Investments, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare H.O.E. Investments, Inc. Pension Plan side-by-side with 3 peers →

H.O.E. Investments, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Hutchinson Sealing Systems, Inc. Retirement Plan in MI ($5M); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 H.O.E. Investments, Inc. Pension Plan assets move in 2023? ▼
H.O.E. Investments, Inc. Pension Plan grew at a solid clip - up 12.0% during 2023, from $4M to $5M. Reported net income was $526K.
How have H.O.E. Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.O.E. Investments, Inc.'s sponsor-wide assets grew 36.2%, from $4M to $6M.
Which Defined Benefit (Pension) plans are similar in size to H.O.E. Investments, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hutchinson Sealing Systems, Inc. Retirement Plan in MI ($5M, 125 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to H.O.E. Investments, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 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 330489730.

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.