Defined Benefit (Pension) · DOL Form 5500 · 2024

Hm Clause, Inc. Pension Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
80
Participants Small participant base
86th
Percentile by assets National rank
$755,517
Avg per participant High balance/head
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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.

  • #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.

#14,255
in Manufacturing (17,777 peers)
-5.6%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

Hm/Fm Retirement Plan's outsized position 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 $2,050,000,000 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

Hm/Fm Retirement 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. Hm/Fm Retirement Plan is a small filing (80 participants) on this national headcount ladder.

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 →

Published 5500 schedule card

Filing strip 941695235 · Hm Clause, Inc. PY 2024 · Defined Benefit (Pension)

Hm/Fm Retirement Plan · $60M · 80 · 86th

  • 5500 $60M
  • 5500 80
  • 5500 86th
  • 5500 Defined Benefit (Pension)
  • 5500 near Retirement Plan for Employees of the O'connell Companies, Inc.
  • 5500 ind #14255

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 Manufacturing retirement plans → · Plans in California →

Hm/Fm Retirement Plan in the asset neighbourhood

Independence Community Bank Employees Retirement PlanIndependence Community Bank …$60MHm/Fm Retirement Plan$60MRetirement Plan for Employees of the O'connell Companies, Inc.Retirement Plan for Employee…$60MThe Retirement Benefit Plan for Sky Chefs for Officer, Management & Specialist and Non-Management, Non-Union PersonnelThe Retirement Benefit Plan …$60MRetirement Plan for Associates and Staff Employees of Curtis, Mallet-Prevost, Colt & Mosle LLPRetirement Plan for Associat…$60M
End-of-year total assets ($M) among Hm/Fm Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Hm Clause, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$162M 16.504706553398805% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $139M $162M ▲ +16.5%
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 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
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 →

Hm/Fm Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of the O'connell Companies, Inc. in MA ($60M); by covered participants it is Keystone Folding Box Company Retirement Plan in NJ (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hm/Fm Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Keystone Folding Box Company Retirement Plan in NJ (80 participants, $8M 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 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.