401(k) · DOL Form 5500 · 2023
Hbc Management Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 904
- Participants Near avg headcount
- 66th
- Percentile by assets National rank
- $15,507
- Avg per participant Low balance/head
Official DOL plan name: The Hana Group II, Inc. Retirement Plan · Sponsored by Hbc Management Company, Inc. · Hawaii · Administrative & Support Services
$14M in assets, 904 participants
Hbc Management Company, Inc.'s The Hana Group II, Inc. Retirement Plan reported $14M in total assets and 904 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #3,578 in Administrative & Support Services (4,372 peers)
Coverage in Hawaii
The Hana Group II, Inc. Retirement Plan covers 904 participants in Hawaii, 2.4x the typical Hawaii plan (state average ~380 per filing). Assets: $14M.
- #3,578
- in Administrative & Support Services (4,372 peers)
- +18.3%
- assets growth YoY
The Hana Group II, Inc. Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers
The Hana Group II, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,017,934 Top 34% higher than 66% 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
The Hana Group II, Inc. Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Hana Group II, Inc. Retirement Plan sits mid-pack in the medium band (904 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Hana Group II, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Hana Group II, Inc. Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- The Hana Group II, Inc. Retirement Plan reported participants rose from 824 in the plan year 2022 filing to 904 in the plan year 2023 filing.
DOL schedule card
Filing strip 510548541 · Hbc Management Company, Inc. PY 2023 · 401(k)
The Hana Group II, Inc. Retirement Plan · $14M · 904 · 66th
- IND $14M
- IND 904
- IND 66th
- IND 401(k)
- IND near Archer Well Company Inc. 401(k) Plan
- IND ind #3578
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 Administrative & Support Services retirement plans → · Plans in Hawaii →
The Hana Group II, Inc. Retirement Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 510548541 |
| Plan Effective Date | 2005-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hbc Management Company, Inc.)
Sponsor-wide plan assets over time
All Hbc Management Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 44.04317873954325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 824 | $12M |
| 2023 | 1 | 904 | $14M |
| 2024 | 1 | 922 | $17M |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $1.6B · 8,612
- Bank of Hawaii Retirement Savings Plan $759M · 2,094
- Hawaiian Electric Industries Retirement Savings Plan $685M · 2,679
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $582M · 1,021
- Kamehameha Schools 401(k) Retirement Savings Plan $558M · 2,460
The Hana Group II, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Archer Well Company Inc. 401(k) Plan in TX ($14M); by covered participants it is Headwater Companies, LLC 401(k) Plan in IN (904 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Archer Well Company Inc. 401(k) Plan (TX) $14M · 37
- Pursue Health LLC Retirement Savings Plan (CA) $14M · 2,234
- Carma Laboratories, Inc. 401(k) Profit Sharing Plan (WI) $14M · 184
- Kaye Corporation Retirement Plan (MN) $14M · 169
Similar participant headcount
Nearest other-state filings by covered participants (904 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.