401(k) · DOL Form 5500 · 2023
Hudson Bay Capital Management, LP 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 151
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $186,968
- Avg per participant Above avg balance/head
Official DOL plan name: Hbc Retirement Plan · Sponsored by Hudson Bay Capital Management, LP · New York · Finance & Insurance
$28M in assets, 151 participants
Hudson Bay Capital Management, LP's Hbc Retirement Plan reported $28M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #5,932 in Finance & Insurance (8,869 peers)
Coverage in New York
Hbc Retirement Plan covers 151 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $28M.
- #5,932
- in Finance & Insurance (8,869 peers)
- +33.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Hbc Retirement Plan's outsized position by total assets
Hbc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,232,129 Top 22% higher than 78% 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 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. Hbc Retirement Plan sits mid-pack in the medium band (151 participants).
Plan-year Form 5500 strip
Filing strip 371511773 · Hudson Bay Capital Management, LP PY 2023 · 401(k)
Hbc Retirement Plan · $28M · 151 · 78th
- SCH $28M
- SCH 151
- SCH 78th
- SCH 401(k)
- SCH near The Professional Basketball Club, LLC 401(k) Plan
- SCH ind #5932
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 New York →
Hbc Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $7M |
| Employer EIN | 371511773 |
| Plan Effective Date | 2021-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hudson Bay Capital Management, LP)
Sponsor-wide plan assets over time
All Hudson Bay Capital Management, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 36.52658288717794% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 151 | $28M |
| 2024 | 1 | 198 | $39M |
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
Hbc Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is The Professional Basketball Club, LLC 401(k) Plan in OK ($28M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- The Professional Basketball Club, LLC 401(k) Plan (OK) $28M · 196
- J.L. Clark Employees Retirement Savings Plan (IL) $28M · 359
- World Relief 401(k) Plan (MD) $28M · 662
- Uidc 401(k) Plan (OR) $28M · 821
Similar participant headcount
Nearest other-state filings by covered participants (151 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.