Defined Benefit (Pension) · DOL Form 5500 · 2023

Hz II LLC Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
31
Participants Small participant base
46th
Percentile by assets National rank
$181,044
Avg per participant Above avg balance/head
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Official DOL plan name: Hz II LLC Cash Balance Pension Plan · Sponsored by Hz II LLC · California · Real Estate

$6M in assets, 31 participants

Hz II LLC's Hz II LLC Cash Balance Pension Plan reported $6M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,127 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Hz II LLC Cash Balance Pension Plan ranks #3,127 of 4,727 2023 filers by assets (463% of the sector average)-$6M for 31 participants.

#3,127
in Real Estate (4,727 peers)
+30.1%
assets growth YoY

Hz II LLC Cash Balance Pension Plan's mid-pack asset rank among Real Estate and all filers

Hz II LLC Cash Balance Pension Plan vs every filed plan by assets

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

$5,612,369 46th percentile higher than 46% 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

Hz II LLC Cash Balance Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hz II LLC Cash Balance Pension Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hz II LLC Cash Balance Pension Plan reported net income rose from -$463K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Hz II LLC Cash Balance Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Hz II LLC Cash Balance Pension Plan reported participants rose from 29 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 853848307 · Hz II LLC PY 2023 · Defined Benefit (Pension)

Hz II LLC Cash Balance Pension Plan · $6M · 31 · 46th

  • IND $6M
  • EOY 31
  • 5500 46th
  • ASSETS Defined Benefit (Pension)
  • PCT near Sbera Pension Plan as Adopted by Millbury National Bank (Cash Balance Plan Conversion)
  • EIN ind #3127

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 Real Estate retirement plans → · Plans in California →

Hz II LLC Cash Balance Pension Plan in the asset neighbourhood

Hz II LLC Cash Balance Pension PlanHz II LLC Cash Balance Pensi…$6MSbera Pension Plan as Adopted by Millbury National Bank (Cash Balance Plan Conversion)Sbera Pension Plan as Adopte…$6MKar Products Retirement Income PlanKar Products Retirement Inco…$6MPennsylvania Horticultural Society Employees' Retirement PlanPennsylvania Horticultural S…$6MEmployer Defined Benefit Plan of Inwood HouseEmployer Defined Benefit Pla…$6M
End-of-year total assets ($M) among Hz II LLC Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN853848307
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hz II LLC)

Sponsor-wide plan assets over time

All Hz II LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 4.139877009398128% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.31M $4.49M ▲ +4.2%
Year Plans Participants Total Assets
2022 1 29 $4M
2023 1 31 $6M
2024 1 45 $4M

Nearby Defined Benefit (Pension) Plans in California

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

Hz II LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Hz II LLC Cash Balance Pension Plan, Total assets ($B): 0.005612369 · Participants: 31Hz II LLC Cash Balance 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
Hz II LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Hz II LLC Cash Balance Pension Plan side-by-side with 3 peers →

Hz II LLC Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by Millbury National Bank (Cash Balance Plan Conversion) in MA ($6M); by covered participants it is Terminal Railroad Association of St. Louis Pension Plan for Nonschedule Employees in MO (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Hz II LLC Cash Balance Pension Plan assets move in 2023? ▼
Hz II LLC Cash Balance Pension Plan surged - up 30.1% during 2023, from $4M to $6M. Reported net income was $1M.
How have Hz II LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hz II LLC's sponsor-wide assets grew 4.1%, from $4M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Hz II LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sbera Pension Plan as Adopted by Millbury National Bank (Cash Balance Plan Conversion) in MA ($6M, 20 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hz II LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Terminal Railroad Association of St. Louis Pension Plan for Nonschedule Employees in MO (31 participants, $39M 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 853848307.

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.