Defined Benefit (Pension) · DOL Form 5500 · 2024

Hm Clause, Inc. Pension Plan

Data updated 2026-08-11

$60M
Total assets
80
Participants
86th
Percentile by assets
$755,517
Avg per participant
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Official DOL plan name: Hm/Fm Retirement Plan · Sponsored by Hm Clause, Inc. · California · Manufacturing

$60M in assets, 80 participants

Hm Clause, Inc.'s Hm/Fm Retirement Plan reported $60M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 123,622 plans)
  • #14,255 in Manufacturing (17,777 peers)

Where Hm/Fm Retirement Plan sits by assets

Hm/Fm Retirement Plan sits in the top quartile of all filed plans by assets, $60M for 80 participants (~$755,517/participant), down 5.6% in 2024.

$60M
total plan assets (2024 EOY)
80
covered participants
86th
percentile by assets (of 123,622 plans)
$755,517
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Hm/Fm Retirement Plan sits by total assets

Hm/Fm Retirement Plan vs every filed plan by assets

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

$60,441,342 Top 14% higher than 86% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hm/Fm Retirement Plan reported net income fell from $5M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Hm/Fm Retirement Plan reported participants fell from 89 in the plan year 2023 filing to 80 in the plan year 2024 filing.
  • Hm/Fm Retirement Plan end-of-year assets fell from $64M in the plan year 2023 filing to $60M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
California
Industry
Manufacturing

Hm/Fm Retirement Plan vs the 2024 asset distribution

By assets, Hm/Fm Retirement Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$60M
Net Income-$4M
Employer EIN941695235
Plan Effective Date1981-03-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Hm Clause, Inc.)

$130M$140M$150M$160M$170M 202220232024 $139M $162M ▲ +16.5%
Total plan assets by year, all Hm Clause, Inc. plans on file
Year Plans Participants Total Assets
2022 2 593 $139M
2023 2 575 $156M
2024 2 575 $162M

Nearby Defined Benefit (Pension) Plans in California

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

Hm/Fm Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Hm/Fm Retirement Plan, Total assets ($B): 0.060441342 · Participants: 80Hm/Fm Retirement PlanKaiser Permanente Re…, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Re…Pacific Gas and Elec…, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Elec…Retirement Plan for …, Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for …Western States Carpe…, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpe…Ilwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Hm/Fm Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Hm/Fm Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Hm/Fm Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Hm/Fm Retirement Plan assets move in 2024? ▼
Hm/Fm Retirement Plan pulled back noticeably - down 5.6% during 2024, from $64M to $60M. Reported net income was -$4M.
How have Hm Clause, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hm Clause, Inc.'s sponsor-wide assets grew 16.5%, from $139M to $162M.
Where does Hm/Fm Retirement Plan rank by assets among Form 5500 filers? ▼
Hm/Fm Retirement Plan ranks in the 86th 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 Defined Benefit (Pension) plans are similar in size to Hm/Fm Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of the O'connell Companies, Inc. in MA ($60M, 156 participants).

Next read for Hm/Fm Retirement Plan

Scale reading

Ways to act on Hm/Fm Retirement Plan's numbers.

  • By total assets, Hm/Fm Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
  • Hm Clause, Inc.'s sponsor-wide assets have grown 16.5% since 2022 across 3 plan years on file. More Manufacturing plans

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 941695235.

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.