401(k) · DOL Form 5500 · 2024

Hsbm, Inc. 401(k) Plan

Data updated 2026-08-25

$863K
Total assets Small plan by assets: 3
Participants Small participant base: 22nd
Percentile by assets National rank: $287,688
Avg per participant High balance/head

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Official DOL plan name: Hsbm, Inc. 401(k) Plan · Sponsored by Hsbm, Inc. · California · Healthcare & Social Assistance

$863K in assets, 3 participants

Hsbm, Inc.'s Hsbm, Inc. 401(k) Plan reported $863K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

#2,981 in Healthcare & Social Assistance (16,916 peers)

Hsbm, Inc. multi-year trail

Hsbm, Inc.'s plans moved +62.3% in assets from 2022 to 2024; this filing shows Hsbm, Inc. 401(k) Plan at $863K / 3 participants.

#2,981
in Healthcare & Social Assistance (16,916 peers): +45.7%
assets growth YoY

Hsbm, Inc. 401(k) Plan among the smaller filed plans by assets

Hsbm, Inc. 401(k) Plan vs every filed plan by assets

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

$863,063 22nd percentile higher than 22% 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

Hsbm, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hsbm, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Hsbm, Inc. 401(k) Plan reported net income rose from $60K in the plan year 2023 filing to $271K in the plan year 2024 filing.
Hsbm, Inc. 401(k) Plan end-of-year assets rose from $592K in the plan year 2023 filing to $863K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 800959403 · Hsbm, Inc. PY 2024 · 401(k)

Hsbm, Inc. 401(k) Plan · $863K · 3 · 22nd

EBSA $863K
PART 3
TYPE 22nd
NET 401(k)
BOOK near Overtone Labs Inc 401(k) Profit Sharing Plan & Trust
VS-ST ind #2981

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 California →

End-of-year total assets ($M) among Hsbm, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hsbm, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $863K 62.253676290884755% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$532K
2023	1	3	$592K
2024	1	3	$863K

Hsbm, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$592K
Net Assets (End of Year)	$863K
Net Income	$271K
Employer EIN	800959403
Plan Effective Date	2014-06-12
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hsbm, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Hsbm, Inc. 401(k) Plan side-by-side with 3 peers →

Hsbm, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Overtone Labs Inc 401(k) Profit Sharing Plan & Trust in CO ($863K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($863K here).

Overtone Labs Inc 401(k) Profit Sharing Plan & Trust (CO) $863K · 3
Brockway-Smith Company Savings & Investment Pl Tr (MA) $863K · N/A
Secondwind Partners, Inc. 401(k) Plan (NM) $863K · 5
Masury Hourly Employees Retirement Savings Plan (MO) $863K · 34

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust (TX) 3 · 0 off
Arizona Mortgage & Investments 401(k) Plan (AZ) 3 · 0 off
Power & Systems Innovations 401(k) Profit Sharing Plan (FL) 3 · 0 off
Delta T Mgmt Retirement Plan (WI) 3 · 0 off

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 Hsbm, Inc. 401(k) Plan assets move in 2024? ▼

Hsbm, Inc. 401(k) Plan surged - up 45.7% during 2024, from $592K to $863K. Reported net income was $271K.

How have Hsbm, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hsbm, Inc.'s sponsor-wide assets grew 62.3%, from $532K to $863K.

Where does Hsbm, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Hsbm, Inc. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Hsbm, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Overtone Labs Inc 401(k) Profit Sharing Plan & Trust in CO ($863K, 3 participants).

Which 401(k) plans cover a similar participant headcount to Hsbm, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 800959403.