401(k) · DOL Form 5500 · 2024
Saks Global Enterprises LLC 401(k) Plan
Data updated 2026-08-25
- $535M
- Total assets Above avg plan size
- 6,367
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $83,976
- Avg per participant Below avg balance/head
Official DOL plan name: Hbc 401(k) Retirement Savings Plan · Sponsored by Saks Global Enterprises LLC · New York · Retail Trade
$535M in assets, 6,367 participants
Saks Global Enterprises LLC's Hbc 401(k) Retirement Savings Plan reported $535M in total assets and 6,367 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #7,909 in Retail Trade (8,048 peers)
Coverage in New York
Hbc 401(k) Retirement Savings Plan covers 6,367 participants in New York, 8.0x the typical New York plan (state average ~798 per filing). Assets: $535M.
- #7,909
- in Retail Trade (8,048 peers)
- +1.5%
- assets growth YoY
- 5.4×
- vs typical plan assets (national mean)
Hbc 401(k) Retirement Savings Plan's outsized position by total assets
Hbc 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$534,677,075 Top 3% higher than 97% 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
Hbc 401(k) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hbc 401(k) Retirement Savings Plan lands in the large band (6,367 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hbc 401(k) Retirement Savings Plan reported net income fell from $29M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Hbc 401(k) Retirement Savings Plan reported participants fell from 7,317 in the plan year 2023 filing to 6,367 in the plan year 2024 filing.
- Hbc 401(k) Retirement Savings Plan end-of-year assets rose from $527M in the plan year 2023 filing to $535M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 990372181 · Saks Global Enterprises LLC PY 2024 · 401(k)
Hbc 401(k) Retirement Savings Plan · $535M · 6,367 · 97th
- TYPE $535M
- TYPE 6,367
- TYPE 97th
- TYPE 401(k)
- TYPE near Bunge Retirement Savings Plan
- TYPE ind #7909
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 Retail Trade retirement plans → · Plans in New York →
Hbc 401(k) Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $527M |
|---|---|
| Net Assets (End of Year) | $535M |
| Net Income | $8M |
| Employer EIN | 990372181 |
| Plan Effective Date | 2018-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saks Global Enterprises LLC)
Sponsor-wide plan assets over time
All Saks Global Enterprises LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $535M 7.367691282904841% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,166 | $498M |
| 2023 | 1 | 7,317 | $527M |
| 2024 | 1 | 6,367 | $535M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Scale composition for Hbc 401(k) Retirement Savings Plan
Hbc 401(k) Retirement Savings Plan reports $535M in end-of-year assets across 6,367 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $83,976 per participant (61% of the national average assets-per-participant) . Net income for plan year 2024 was $8M.
This plan identity (EIN 990372181, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $498M to $535M (+7.4%) while covered participants moved from 9,166 to 6,367 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,166 | $498M | Open filing |
| 2023 | 7,317 | $527M | Open filing |
| 2024 · index core | 6,367 | $535M | This page |
Hbc 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Bunge Retirement Savings Plan in MO ($535M); by covered participants it is Fullbloom Retirement Savings Plan in PA (6,365 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($535M here).
- Bunge Retirement Savings Plan (MO) $535M · 2,665
- Hydro Extrusion USA, LLC Savings Plan (IL) $535M · 5,744
- Kratos Defense & Security Solutions, Inc. Employee Savings and Investment Plan (CA) $534M · 3,212
- Acipco 401(k) Plan (AL) $534M · 2,550
Similar participant headcount
Nearest other-state filings by covered participants (6,367 participants); asset peers above are excluded.
- Fullbloom Retirement Savings Plan (PA) 6,365 · 2 off
- Lcm Investments Holdings II, LLC 401(k) Plan (FL) 6,371 · 4 off
- Prospect Medical Retirement Savings Plan B (CA) 6,358 · 9 off
- Healthpro-Heritage 401(k) Plan (MD) 6,357 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.