Defined Benefit (Pension) · DOL Form 5500 · 2024
Hsbc North America Holdings Inc. Pension Plan
Data updated 2026-08-25
- $3.3B
- Total assets Very large vs avg
- 2,447
- Participants Above avg headcount
- 100th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Hsbc - North America (U.S.) Pension Plan · Sponsored by Hsbc North America Holdings Inc. · Illinois · Management of Enterprises
$3.3B in assets, 2,447 participants
Hsbc North America Holdings Inc.'s Hsbc - North America (U.S.) Pension Plan reported $3.3B in total assets and 2,447 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #1,113 in Management of Enterprises (1,133 peers)
Coverage in Illinois
Hsbc - North America (U.S.) Pension Plan covers 2,447 participants in Illinois, 3.1x the typical Illinois plan (state average ~779 per filing). Assets: $3.3B.
- #1,113
- in Management of Enterprises (1,133 peers)
- -8.9%
- assets change YoY
- 33×
- vs typical plan assets (national mean)
The plan reported a net loss of $160M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hsbc - North America (U.S.) Pension Plan's outsized position by total assets
Hsbc - North America (U.S.) Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,269,220,326 Highest reported value at or above every one 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
Hsbc - North America (U.S.) Pension 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. Hsbc - North America (U.S.) Pension Plan lands in the large band (2,447 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hsbc - North America (U.S.) Pension Plan reported net income fell from $39M in the plan year 2023 filing to -$160M in the plan year 2024 filing.
- Hsbc - North America (U.S.) Pension Plan reported participants fell from 2,727 in the plan year 2023 filing to 2,447 in the plan year 2024 filing.
- Hsbc - North America (U.S.) Pension Plan end-of-year assets fell from $3.6B in the plan year 2023 filing to $3.3B in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 232186091 · Hsbc North America Holdings Inc. PY 2024 · Defined Benefit (Pension)
Hsbc - North America (U.S.) Pension Plan · $3.3B · 2,447 · 100th
- PCT $3.3B
- EIN 2,447
- RANK 100th
- PHOTO Defined Benefit (Pension)
- IND near The Northwestern Mutual Employee Retirement Plan
- EOY ind #1113
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 Management of Enterprises retirement plans → · Plans in Illinois →
Hsbc - North America (U.S.) Pension Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $3.6B |
|---|---|
| Net Assets (End of Year) | $2.9B |
| Net Income | -$160M |
| Employer EIN | 232186091 |
| Plan Effective Date | 1945-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hsbc North America Holdings Inc.)
Sponsor-wide plan assets over time
All Hsbc North America Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8.2B 9.105005227907393% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,984 | $7.5B |
| 2023 | 2 | 9,719 | $8.1B |
| 2024 | 2 | 9,131 | $8.2B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Hsbc - North America (U.S.) Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is The Northwestern Mutual Employee Retirement Plan in WI ($3.3B); by covered participants it is Pension Fund United Scenic Artists Local 829 in NJ (2,441 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.3B here).
- The Northwestern Mutual Employee Retirement Plan (WI) $3.3B · 8,254
- Emerson Electric Company Retirement Plan (MO) $3.3B · 2,467
- Honda Retirement Plan (CA) $3.3B · 8,401
- Cummins Pension Plan (IN) $3.2B · 30,640
Similar participant headcount
Nearest other-state filings by covered participants (2,447 participants); asset peers above are excluded.
- Pension Fund United Scenic Artists Local 829 (NJ) 2,441 · 6 off
- Bert Bell/Pete Rozelle Nfl Player Retirement Plan (MD) 2,463 · 16 off
- Siemens Energy, Inc. Pension Plan (FL) 2,465 · 18 off
- Crown Cork & Seal Company, Inc. Pension Plan (PA) 2,428 · 19 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.