Defined Benefit (Pension) · DOL Form 5500 · 2024

Hz II LLC Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
45
Participants Small participant base
40th
Percentile by assets National rank
$99,846
Avg per participant Below avg balance/head
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Official DOL plan name: Hz II LLC Cash Balance Pension Plan · Sponsored by Hz II LLC · California · Real Estate

$4M in assets, 45 participants

Hz II LLC's Hz II LLC Cash Balance Pension Plan reported $4M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,759 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Hz II LLC Cash Balance Pension Plan ranks #2,759 of 4,605 2024 filers by assets (578% of the sector average)-$4M for 45 participants.

#2,759
in Real Estate (4,605 peers)
-19.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hz II LLC Cash Balance Pension Plan's mid-pack asset rank among Real Estate and all filers

Hz II LLC Cash Balance Pension Plan vs every filed plan by assets

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

$4,493,090 40th percentile higher than 40% 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

Hz II LLC Cash Balance Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hz II LLC Cash Balance Pension Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hz II LLC Cash Balance Pension Plan reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Hz II LLC Cash Balance Pension Plan reported participants rose from 31 in the plan year 2023 filing to 45 in the plan year 2024 filing.
  • Hz II LLC Cash Balance Pension Plan end-of-year assets fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 853848307 · Hz II LLC PY 2024 · Defined Benefit (Pension)

Hz II LLC Cash Balance Pension Plan · $4M · 45 · 40th

  • NET $4M
  • BOOK 45
  • VS-ST 40th
  • BOY Defined Benefit (Pension)
  • SCH near The Restated Noncontributory Retirement Plan for Cooperatives
  • EBSA ind #2759

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 Real Estate retirement plans → · Plans in California →

Hz II LLC Cash Balance Pension Plan in the asset neighbourhood

Pension Plan for Employees of Henry & Henry, Inc.Pension Plan for Employees o…$5MBunge North America, Inc. Decatur Processing Plant Employees' Pension PlanBunge North America, Inc. De…$5MHz II LLC Cash Balance Pension PlanHz II LLC Cash Balance Pensi…$4MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$4MHitchcock Industries, Inc. Employee Pension PlanHitchcock Industries, Inc. E…$4M
End-of-year total assets ($M) among Hz II LLC Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN853848307
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hz II LLC)

Sponsor-wide plan assets over time

All Hz II LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 4.139877009398128% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.31M $4.49M ▲ +4.2%
Year Plans Participants Total Assets
2022 1 29 $4M
2023 1 31 $6M
2024 1 45 $4M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Hz II LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Hz II LLC Cash Balance Pension Plan, Total assets ($B): 0.00449309 · Participants: 45Hz II LLC Cash Balance Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Hz II LLC Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Hz II LLC Cash Balance Pension Plan side-by-side with 3 peers →

Hz II LLC Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The Restated Noncontributory Retirement Plan for Cooperatives in NE ($4M); by covered participants it is Employee Benefits Plan of Cp Rochester in NY (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Hz II LLC Cash Balance Pension Plan assets move in 2024? ▼
Hz II LLC Cash Balance Pension Plan declined sharply - down 19.9% during 2024, from $6M to $4M. Reported net income was -$1M.
How have Hz II LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hz II LLC's sponsor-wide assets grew 4.1%, from $4M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Hz II LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Restated Noncontributory Retirement Plan for Cooperatives in NE ($4M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hz II LLC Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employee Benefits Plan of Cp Rochester in NY (45 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 853848307.

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.