Other · DOL Form 5500 · 2023
Hubbard Hill Estates Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 179
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $17,393
- Avg per participant Low balance/head
Official DOL plan name: Hubbard Hill Estates Inc. Retirement Plan · Sponsored by Hubbard Hill Estates Inc. · Indiana · Healthcare & Social Assistance
$3M in assets, 179 participants
Hubbard Hill Estates Inc.'s Hubbard Hill Estates Inc. Retirement Plan reported $3M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #6,607 in Healthcare & Social Assistance (17,684 peers)
Coverage in Indiana
Hubbard Hill Estates Inc. Retirement Plan covers 179 participants in Indiana, about 33% of the average Indiana filer (state average ~541 per filing). Assets: $3M.
- #6,607
- in Healthcare & Social Assistance (17,684 peers)
- +9.6%
- assets growth YoY
Hubbard Hill Estates Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Hubbard Hill Estates Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,113,288 36th percentile higher than 36% 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
Hubbard Hill Estates 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. Hubbard Hill Estates Inc. Retirement Plan sits mid-pack in the medium band (179 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hubbard Hill Estates Inc. Retirement Plan reported net income rose from $108K in the plan year 2022 filing to $274K in the plan year 2023 filing.
- Hubbard Hill Estates Inc. Retirement Plan reported participants rose from 139 in the plan year 2022 filing to 179 in the plan year 2023 filing.
- Hubbard Hill Estates Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 351362157 · Hubbard Hill Estates Inc. PY 2023 · Other
Hubbard Hill Estates Inc. Retirement Plan · $3M · 179 · 36th
- PART $3M
- TYPE 179
- NET 36th
- BOOK Other
- VS-ST near 403b Thrift Plan for Life'swork of Western PA
- BOY ind #6607
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 Healthcare & Social Assistance retirement plans → · Plans in Indiana →
Hubbard Hill Estates Inc. Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $274K |
| Employer EIN | 351362157 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hubbard Hill Estates Inc.)
Sponsor-wide plan assets over time
All Hubbard Hill Estates Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 139 | $3M |
| 2023 | 1 | 179 | $3M |
| 2024 | 1 | 227 | N/A |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $787M · 16,096
- Beacon Retirement Savings 403(b) Plan $603M · 7,172
- Ici Multiple Employer Plan $449M · 2,656
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $391M · 7,567
- Butler University Retirement Plan $343M · 3,137
Hubbard Hill Estates Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is 403b Thrift Plan for Life'swork of Western PA in PA ($3M); by covered participants it is Apostolic Christian Home of Eureka 403(b) Retirement Savings Plan in IL (179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.
- Apostolic Christian Home of Eureka 403(b) Retirement Savings Plan (IL) 179 · 0 off
- Canyonlands Community Health Care 403(b) Plan (AZ) 179 · 0 off
- Naval Academy Athletic Association Retirement Plan (MD) 179 · 0 off
- Family Counseling Center of Armstrong County Tax Sheltered Annuity Plan (PA) 179 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.