401(k) · DOL Form 5500 · 2024
Hb Performance Systems, Inc. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 156
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $147,451
- Avg per participant Above avg balance/head
Official DOL plan name: Hb Performance Systems, Inc. 401(k) Plan · Sponsored by Hb Performance Systems, Inc. · Wisconsin · Manufacturing
$23M in assets, 156 participants
Hb Performance Systems, Inc.'s Hb Performance Systems, Inc. 401(k) Plan reported $23M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #11,191 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Hb Performance Systems, Inc. 401(k) Plan covers 156 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $23M.
- #11,191
- in Manufacturing (17,777 peers)
- +10.8%
- assets growth YoY
Hb Performance Systems, Inc. 401(k) Plan's outsized position by total assets
Hb Performance Systems, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,002,319 Top 27% higher than 73% of 123,620 filed plans
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. 401(k) Plan among mid-size 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. 401(k) Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hb Performance Systems, Inc. 401(k) Plan reported participants rose from 130 in the plan year 2023 filing to 156 in the plan year 2024 filing.
- Hb Performance Systems, Inc. 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Hb Performance Systems, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 202905208 · Hb Performance Systems, Inc. PY 2024 · 401(k)
Hb Performance Systems, Inc. 401(k) Plan · $23M · 156 · 73rd
- EBSA $23M
- EBSA 156
- EBSA 73rd
- EBSA 401(k)
- EBSA near Cnm 401(k) Plan
- EBSA ind #11191
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. 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 202905208 |
| Plan Effective Date | 2005-06-08 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 289 | $31M |
| 2023 | 2 | 155 | $31M |
| 2024 | 2 | 180 | $33M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Hb Performance Systems, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Cnm 401(k) Plan in CA ($23M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Cnm 401(k) Plan (CA) $23M · 170
- First Arkansas Bank & Trust Employees' Savings and Retirement Plan (AR) $23M · 249
- Nevada Health Centers, Inc. Retirement Plan (NV) $23M · 522
- Questor 401(k) Plan (NV) $23M · 26
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan (OR) 156 · 0 off
- Wecare Tlc, LLC 401(k) Profit Sharing Plan (FL) 156 · 0 off
- Boone Drugs, Inc. Savings Plus Plan (NC) 156 · 0 off
- Bauer Equipment America Inc 401(k) Plan (TX) 156 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.