Other · DOL Form 5500 · 2024

Hacienda, Inc. Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
357
Participants Below avg headcount
61st
Percentile by assets National rank
$36,064
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hacienda, Inc. Retirement Plan · Sponsored by Hacienda, Inc. · Arizona · Healthcare & Social Assistance

$13M in assets, 357 participants

Hacienda, Inc.'s Hacienda, Inc. Retirement Plan reported $13M in total assets and 357 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,244 in Healthcare & Social Assistance (16,916 peers)

Hacienda, Inc. multi-year trail

Hacienda, Inc.'s plans moved +13.7% in assets from 2022 to 2024; this filing shows Hacienda, Inc. Retirement Plan at $13M / 357 participants.

#11,244
in Healthcare & Social Assistance (16,916 peers)
+7.3%
assets growth YoY

Hacienda, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hacienda, Inc. Retirement Plan vs every filed plan by assets

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

$12,874,806 Top 39% higher than 61% 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

Hacienda, Inc. Retirement 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. Hacienda, Inc. Retirement Plan sits mid-pack in the medium band (357 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hacienda, Inc. Retirement Plan reported net income rose from $671K in the plan year 2023 filing to $880K in the plan year 2024 filing.
  • Hacienda, Inc. Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Hacienda, Inc. Retirement Plan reported participants fell from 363 in the plan year 2023 filing to 357 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 860253158 · Hacienda, Inc. PY 2024 · Other

Hacienda, Inc. Retirement Plan · $13M · 357 · 61st

  • ASSETS $13M
  • PCT 357
  • EIN 61st
  • RANK Other
  • PHOTO near Hope Hospice and Community Services, Inc. Retirement Plan
  • IND ind #11244

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 Arizona →

Hacienda, Inc. Retirement Plan in the asset neighbourhood

Medical Care Development, Inc. 403(b) PlanMedical Care Development, In…$13MHope Hospice and Community Services, Inc. Retirement PlanHope Hospice and Community S…$13MHacienda, Inc. Retirement PlanHacienda, Inc. Retirement Pl…$13MBrentwood Academy Defined Contribution PlanBrentwood Academy Defined Co…$13MGoodwill of Southwestern Pennsylvania 403(b) PlanGoodwill of Southwestern Pen…$13M
End-of-year total assets ($M) among Hacienda, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Hacienda, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hacienda, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 13.689629786549029% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M$13.5M 202220232024 $11.3M $12.9M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 353 $11M
2023 1 363 $12M
2024 1 357 $13M

Hacienda, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$880K
Employer EIN860253158
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Arizona

Peer Other plans, same state, same plan type, ranked by total assets.

Hacienda, Inc. Retirement Plan vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Hacienda, Inc. Retirement Plan, Total assets ($B): 0.012874806 · Participants: 357Hacienda, Inc. Retirement PlanHonor Health 403(b) Retirement Security Plan, Total assets ($B): 1.159242046 · Participants: 14781Honor Health 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($B): 0.313477902 · Participants: 7789Operating Engineers Local 428 Annuity Trust FundEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($B): 0.179629846 · Participants: 1976El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanBanner Health Employees 403(b) Plan, Total assets ($B): 0.172513637 · Participants: 11316Banner Health Employees 403(b) PlanKingman Healthcare, Inc. 403(b) Retirement Plan, Total assets ($B): 0.113715776 · Participants: 1897Kingman Healthcare, Inc. 403(b) Retirement Plan
Hacienda, Inc. Retirement Plan vs. nearby Other plans in Arizona, assets vs. participants
Compare Hacienda, Inc. Retirement Plan side-by-side with 3 peers →

Hacienda, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Hope Hospice and Community Services, Inc. Retirement Plan in FL ($13M); by covered participants it is 403(b) Thrift Plan for Minnesota Diversified Industries, Inc. in MN (357 participants). Same-state nearby plans are listed separately above.

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 Hacienda, Inc. Retirement Plan assets move in 2024? ▼
Hacienda, Inc. Retirement Plan grew at a solid clip - up 7.3% during 2024, from $12M to $13M. Reported net income was $880K.
How have Hacienda, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hacienda, Inc.'s sponsor-wide assets grew 13.7%, from $11M to $13M.
Which Other plans are similar in size to Hacienda, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Hope Hospice and Community Services, Inc. Retirement Plan in FL ($13M, 547 participants).
Which Other plans cover a similar participant headcount to Hacienda, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Minnesota Diversified Industries, Inc. in MN (357 participants, $11M 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 860253158.

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.