Defined Benefit (Pension) · DOL Form 5500 · 2023

Hm Clause, Inc. Pension Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
89
Participants Small participant base
88th
Percentile by assets National rank
$719,392
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hm/Fm Retirement Plan · Sponsored by Hm Clause, Inc. · California · Manufacturing

$64M in assets, 89 participants

Hm Clause, Inc.'s Hm/Fm Retirement Plan reported $64M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,379 in Manufacturing (18,722 peers)

Where Hm/Fm Retirement Plan sits by assets

Hm/Fm Retirement Plan sits in the top quartile of all filed plans by assets, $64M for 89 participants (~$719,392/participant), up 8.7% in 2023.

#15,379
in Manufacturing (18,722 peers)
+8.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Hm/Fm Retirement Plan's outsized position by total assets

Hm/Fm Retirement Plan vs every filed plan by assets

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

$64,025,870 Top 12% higher than 88% 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

Hm/Fm Retirement 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. Hm/Fm Retirement Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hm/Fm Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Hm/Fm Retirement Plan reported participants fell from 105 in the plan year 2022 filing to 89 in the plan year 2023 filing.
  • Hm/Fm Retirement Plan end-of-year assets rose from $59M in the plan year 2022 filing to $64M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941695235 · Hm Clause, Inc. PY 2023 · Defined Benefit (Pension)

Hm/Fm Retirement Plan · $64M · 89 · 88th

  • SCH $64M
  • SCH 89
  • SCH 88th
  • SCH Defined Benefit (Pension)
  • SCH near Management-Labor Pension Fund Local 1730 Ila
  • SCH ind #15379

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 Manufacturing retirement plans → · Plans in California →

Hm/Fm Retirement Plan in the asset neighbourhood

The New York Philharmonic Orchestra Pension PlanThe New York Philharmonic Or…$64MIBEW Local 505 NECA Pension PlanIBEW Local 505 NECA Pension …$64MManagement-Labor Pension Fund Local 1730 IlaManagement-Labor Pension Fun…$64MHm/Fm Retirement Plan$64MInternational Union of Elevator Constructors Officers and Employees Pension PlanInternational Union of Eleva…$64M
End-of-year total assets ($M) among Hm/Fm Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$64M
Net Income$5M
Employer EIN941695235
Plan Effective Date1981-03-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Hm Clause, Inc.)

Sponsor-wide plan assets over time

All Hm Clause, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$162M 16.504706553398805% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $139M $162M ▲ +16.5%
Year Plans Participants Total Assets
2022 2 593 $139M
2023 2 575 $156M
2024 2 575 $162M

Nearby Defined Benefit (Pension) Plans in California

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

Hm/Fm Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Hm/Fm Retirement Plan, Total assets ($B): 0.06402587 · Participants: 89Hm/Fm Retirement 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
Hm/Fm Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Hm/Fm Retirement Plan side-by-side with 3 peers →

Hm/Fm Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Management-Labor Pension Fund Local 1730 Ila in NJ ($64M); by covered participants it is Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division in RI (89 participants). Same-state nearby plans are listed separately above.

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 Hm/Fm Retirement Plan assets move in 2023? ▼
Hm/Fm Retirement Plan grew at a solid clip - up 8.7% during 2023, from $59M to $64M. Reported net income was $5M.
How have Hm Clause, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hm Clause, Inc.'s sponsor-wide assets grew 16.5%, from $139M to $162M.
Where does Hm/Fm Retirement Plan rank by assets among Form 5500 filers? ▼
Hm/Fm Retirement Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Hm/Fm Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Management-Labor Pension Fund Local 1730 Ila in NJ ($64M, 49 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hm/Fm Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division in RI (89 participants, $13M 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 941695235.

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.