401(k) · DOL Form 5500 · 2024

Hub Pen Company, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
162
Participants Small participant base
71st
Percentile by assets National rank
$128,024
Avg per participant Near avg balance/head
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Official DOL plan name: Hub Pen Company, LLC 401(k) Plan · Sponsored by Hub Pen Company, LLC · Massachusetts · Professional & Technical Services

$21M in assets, 162 participants

Hub Pen Company, LLC's Hub Pen Company, LLC 401(k) Plan reported $21M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,173 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Hub Pen Company, LLC 401(k) Plan covers 162 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $21M.

#14,173
in Professional & Technical Services (20,173 peers)
+15.7%
assets growth YoY

Hub Pen Company, LLC 401(k) Plan's outsized position by total assets

Hub Pen Company, LLC 401(k) Plan vs every filed plan by assets

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

$20,739,901 Top 29% higher than 71% 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

Hub Pen Company, LLC 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. Hub Pen Company, LLC 401(k) Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hub Pen Company, LLC 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Hub Pen Company, LLC 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Hub Pen Company, LLC 401(k) Plan reported participants rose from 160 in the plan year 2023 filing to 162 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042315066 · Hub Pen Company, LLC PY 2024 · 401(k)

Hub Pen Company, LLC 401(k) Plan · $21M · 162 · 71st

  • IND $21M
  • IND 162
  • IND 71st
  • IND 401(k)
  • IND near Paxxus, Inc. Employees Profit Sharing and 401(k) Plan
  • IND ind #14173

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Hub Pen Company, LLC 401(k) Plan in the asset neighbourhood

Hub Pen Company, LLC 401(k) PlanHub Pen Company, LLC 401(k) …$21MPaxxus, Inc. Employees Profit Sharing and 401(k) PlanPaxxus, Inc. Employees Profi…$21MEast Bank Club Retirement and Savings PlanEast Bank Club Retirement an…$21MVision Bank Savings Incentive PlanVision Bank Savings Incentiv…$21MRowmark, LLC Retirement Plan$21M
End-of-year total assets ($M) among Hub Pen Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN042315066
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hub Pen Company, LLC)

Sponsor-wide plan assets over time

All Hub Pen Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 38.306253786518546% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15M $20.7M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 167 $15M
2023 1 160 $18M
2024 1 162 $21M

Nearby 401(k) Plans in Massachusetts

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

Hub Pen Company, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Hub Pen Company, LLC 401(k) Plan, Total assets ($B): 0.020739901 · Participants: 162Hub Pen Company, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Hub Pen Company, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Hub Pen Company, LLC 401(k) Plan side-by-side with 3 peers →

Hub Pen Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Paxxus, Inc. Employees Profit Sharing and 401(k) Plan in IL ($21M); by covered participants it is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Hub Pen Company, LLC 401(k) Plan assets move in 2024? ▼
Hub Pen Company, LLC 401(k) Plan grew sharply - up 15.7% during 2024, from $18M to $21M. Reported net income was $3M.
How have Hub Pen Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hub Pen Company, LLC's sponsor-wide assets grew 38.3%, from $15M to $21M.
Which 401(k) plans are similar in size to Hub Pen Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paxxus, Inc. Employees Profit Sharing and 401(k) Plan in IL ($21M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Hub Pen Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 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 042315066.

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.