401(k) · DOL Form 5500 · 2024

Hudson Bay Capital Management, LP 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
198
Participants Below avg headcount
81st
Percentile by assets National rank
$194,668
Avg per participant Above avg balance/head
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Official DOL plan name: Hbc Retirement Plan · Sponsored by Hudson Bay Capital Management, LP · New York · Finance & Insurance

$39M in assets, 198 participants

Hudson Bay Capital Management, LP's Hbc Retirement Plan reported $39M in total assets and 198 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,021 in Finance & Insurance (8,549 peers)

Coverage in New York

Hbc Retirement Plan covers 198 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $39M.

#6,021
in Finance & Insurance (8,549 peers)
+36.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hbc Retirement Plan's outsized position by total assets

Hbc Retirement Plan vs every filed plan by assets

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

$38,544,361 Top 19% higher than 81% 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

Hbc 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. Hbc Retirement Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hbc Retirement Plan reported net income rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Hbc Retirement Plan end-of-year assets rose from $28M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Hbc Retirement Plan reported participants rose from 151 in the plan year 2023 filing to 198 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 371511773 · Hudson Bay Capital Management, LP PY 2024 · 401(k)

Hbc Retirement Plan · $39M · 198 · 81st

  • EIN $39M
  • RANK 198
  • PHOTO 81st
  • IND 401(k)
  • EOY near Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan
  • 5500 ind #6021

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 Finance & Insurance retirement plans → · Plans in New York →

Hbc Retirement Plan in the asset neighbourhood

Betmgm 401(k) Plan$39MThe Juice Plus 401(k) Plan$39MHbc Retirement Plan$39MHome Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction PlanHome Buyers Warranty Corpora…$39MPinto Valley Mining Corp. Retirement Savings Plan for Salaried EmployeesPinto Valley Mining Corp. Re…$39M
End-of-year total assets ($M) among Hbc Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$39M
Net Income$10M
Employer EIN371511773
Plan Effective Date2021-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hudson Bay Capital Management, LP)

Sponsor-wide plan assets over time

All Hudson Bay Capital Management, LP plans reported in each filing year

Latest sponsor-wide plan assets
$39M 36.52658288717794% vs 2023
2024 filing year
$25M$30M$35M$40M 20232024 $28.2M $38.5M ▲ +36.5%
Year Plans Participants Total Assets
2023 1 151 $28M
2024 1 198 $39M

Nearby 401(k) Plans in New York

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

Hbc Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hbc Retirement Plan, Total assets ($B): 0.038544361 · Participants: 198Hbc Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Hbc Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hbc Retirement Plan side-by-side with 3 peers →

Hbc Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan in CO ($39M); by covered participants it is Alltrails 401(k) Plan in CA (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Hbc Retirement Plan assets move in 2024? ▼
Hbc Retirement Plan surged - up 36.5% during 2024, from $28M to $39M. Reported net income was $10M.
How have Hudson Bay Capital Management, LP plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Hudson Bay Capital Management, LP's sponsor-wide assets grew 36.5%, from $28M to $39M.
Where does Hbc Retirement Plan rank by assets among Form 5500 filers? ▼
Hbc Retirement Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hbc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan in CO ($39M, 508 participants).
Which 401(k) plans cover a similar participant headcount to Hbc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alltrails 401(k) Plan in CA (198 participants, $19M 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 371511773.

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.