Defined Benefit (Pension) · DOL Form 5500 · 2024

Hb Performance Systems, Inc. Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
24
Participants Small participant base
56th
Percentile by assets National rank
$418,577
Avg per participant High balance/head
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Official DOL plan name: Hb Performance Systems, Inc. Defined Benefit Plan · Sponsored by Hb Performance Systems, Inc. · Wisconsin · Manufacturing

$10M in assets, 24 participants

Hb Performance Systems, Inc.'s Hb Performance Systems, Inc. Defined Benefit Plan reported $10M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #7,410 in Manufacturing (17,777 peers)

What the 2024 filing shows

Hb Performance Systems, Inc. Defined Benefit Plan holds $10M for 24 participants - about $418,577 per participant, above the median plan by assets.

#7,410
in Manufacturing (17,777 peers)
+2.6%
assets growth YoY

Hb Performance Systems, Inc. Defined Benefit Plan's mid-pack asset rank among Manufacturing and all filers

Hb Performance Systems, Inc. Defined Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,045,839 Top 44% higher than 56% of 123,620 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 2024

Hb Performance Systems, Inc. Defined Benefit Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hb Performance Systems, Inc. Defined Benefit Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hb Performance Systems, Inc. Defined Benefit Plan reported net income fell from $397K in the plan year 2023 filing to $259K in the plan year 2024 filing.
  • Hb Performance Systems, Inc. Defined Benefit Plan reported participants fell from 25 in the plan year 2023 filing to 24 in the plan year 2024 filing.
  • Hb Performance Systems, Inc. Defined Benefit Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 202905208 · Hb Performance Systems, Inc. PY 2024 · Defined Benefit (Pension)

Hb Performance Systems, Inc. Defined Benefit Plan · $10M · 24 · 56th

  • EIN $10M
  • RANK 24
  • PHOTO 56th
  • IND Defined Benefit (Pension)
  • EOY near Retirement Plan for Employees of Case, Pomeroy & Company, Inc.
  • 5500 ind #7410

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 Wisconsin →

Hb Performance Systems, Inc. Defined Benefit Plan in the asset neighbourhood

Strippit, Inc. Pension Plan for Hourly EmployeesStrippit, Inc. Pension Plan …$10MR'ment Plan for Hrly Ees of Viscofan USA, Inc by the Union of the Ny Joint Board of UniteR'ment Plan for Hrly Ees of …$10MRetirement Plan for Employees of Case, Pomeroy & Company, Inc.Retirement Plan for Employee…$10MHb Performance Systems, Inc. Defined Benefit PlanHb Performance Systems, Inc.…$10MCommunity Hospitals of Indiana Replacement PlanCommunity Hospitals of India…$10M
End-of-year total assets ($M) among Hb Performance Systems, Inc. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$259K
Employer EIN202905208
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hb Performance Systems, Inc.)

Sponsor-wide plan assets over time

All Hb Performance Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 7.381259843763094% vs 2022
2024 filing year
$30M$31M$32M$33M$34M 202220232024 $30.8M $33.1M ▲ +7.4%
Year Plans Participants Total Assets
2022 3 289 $31M
2023 2 155 $31M
2024 2 180 $33M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Hb Performance Systems, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Hb Performance Systems, Inc. Defined Benefit Plan, Total assets ($B): 0.010045839 · Participants: 24Hb Performance Systems, Inc. Defined Benefit PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Hb Performance Systems, Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Hb Performance Systems, Inc. Defined Benefit Plan side-by-side with 3 peers →

Hb Performance Systems, Inc. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Case, Pomeroy & Company, Inc. in NY ($10M); by covered participants it is Employees' Retirement Plan of Centrus Energy Corp. in MD (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hb Performance Systems, Inc. Defined Benefit Plan assets move in 2024? ▼
Hb Performance Systems, Inc. Defined Benefit Plan edged up modestly - up 2.6% during 2024, from $10M to $10M. Reported net income was $259K.
How have Hb Performance Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hb Performance Systems, Inc.'s sponsor-wide assets grew 7.4%, from $31M to $33M.
Which Defined Benefit (Pension) plans are similar in size to Hb Performance Systems, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Case, Pomeroy & Company, Inc. in NY ($10M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hb Performance Systems, Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Centrus Energy Corp. in MD (24 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202905208.

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.