401(k) · DOL Form 5500 · 2024

Hbc Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
922
Participants Near avg headcount
67th
Percentile by assets National rank
$18,507
Avg per participant Low balance/head
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Official DOL plan name: The Hana Group II, Inc. Retirement Plan · Sponsored by Hbc Management Company, Inc. · Hawaii · Administrative & Support Services

$17M in assets, 922 participants

Hbc Management Company, Inc.'s The Hana Group II, Inc. Retirement Plan reported $17M in total assets and 922 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,591 in Administrative & Support Services (4,368 peers)

Coverage in Hawaii

The Hana Group II, Inc. Retirement Plan covers 922 participants in Hawaii, 2.4x the typical Hawaii plan (state average ~380 per filing). Assets: $17M.

#3,591
in Administrative & Support Services (4,368 peers)
+21.7%
assets growth YoY

The Hana Group II, Inc. Retirement Plan's outsized position by total assets

The Hana Group II, Inc. Retirement Plan vs every filed plan by assets

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

$17,063,777 Top 33% higher than 67% 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

The Hana Group II, 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. The Hana Group II, Inc. Retirement Plan sits mid-pack in the medium band (922 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Hana Group II, Inc. Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Hana Group II, Inc. Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • The Hana Group II, Inc. Retirement Plan reported participants rose from 904 in the plan year 2023 filing to 922 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 510548541 · Hbc Management Company, Inc. PY 2024 · 401(k)

The Hana Group II, Inc. Retirement Plan · $17M · 922 · 67th

  • SCH $17M
  • EBSA 922
  • PART 67th
  • TYPE 401(k)
  • NET near Bellamy Automotive Group, Inc. 401(k) Plan
  • BOOK ind #3591

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 Administrative & Support Services retirement plans → · Plans in Hawaii →

The Hana Group II, Inc. Retirement Plan in the asset neighbourhood

The Hana Group II, Inc. Retirement PlanThe Hana Group II, Inc. Reti…$17MBellamy Automotive Group, Inc. 401(k) PlanBellamy Automotive Group, In…$17MVisiting Nurse Association of the Midlands Retirement PlanVisiting Nurse Association o…$17MMillennium Physicians Association, PLLC 401(k) PlanMillennium Physicians Associ…$17MRothy's, Inc. 401(k) Plan$17M
End-of-year total assets ($M) among The Hana Group II, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN510548541
Plan Effective Date2005-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hbc Management Company, Inc.)

Sponsor-wide plan assets over time

All Hbc Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 44.04317873954325% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.9M $17.1M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 824 $12M
2023 1 904 $14M
2024 1 922 $17M

Nearby 401(k) Plans in Hawaii

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

The Hana Group II, Inc. Retirement Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants The Hana Group II, Inc. Retirement Plan, Total assets ($B): 0.017063777 · Participants: 922The Hana Group II, Inc. Retirement PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.952191043 · Participants: 9096The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.819916775 · Participants: 1895Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.780660919 · Participants: 2732Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.695629837 · Participants: 1140Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.653492062 · Participants: 2514Kamehameha Schools 401(k) Retirement Savings Plan
The Hana Group II, Inc. Retirement Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants

The Hana Group II, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Bellamy Automotive Group, Inc. 401(k) Plan in GA ($17M); by covered participants it is Dynata, LLC Employee 401(k) Plan in CT (922 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (922 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 The Hana Group II, Inc. Retirement Plan assets move in 2024?
The Hana Group II, Inc. Retirement Plan grew sharply - up 21.7% during 2024, from $14M to $17M. Reported net income was $3M.
How have Hbc Management Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hbc Management Company, Inc.'s sponsor-wide assets grew 44.0%, from $12M to $17M.
Which 401(k) plans are similar in size to The Hana Group II, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Bellamy Automotive Group, Inc. 401(k) Plan in GA ($17M, 138 participants).
Which 401(k) plans cover a similar participant headcount to The Hana Group II, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Dynata, LLC Employee 401(k) Plan in CT (922 participants, $114M in assets).