Money Purchase · DOL Form 5500 · 2024
Hubbard Sales Company Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $694,329
- Avg per participant High balance/head
Official DOL plan name: Hubbard Sales Company Pension Plan & Trust · Sponsored by Hubbard Sales Company · Ohio · Wholesale Trade
$1M in assets, 2 participants
Hubbard Sales Company's Hubbard Sales Company Pension Plan & Trust reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #918 in Wholesale Trade (6,080 peers)
What the 2024 filing shows
Hubbard Sales Company Pension Plan & Trust holds $1M for 2 participants - about $694,329 per participant, in the lower half of filed plans by assets.
- #918
- in Wholesale Trade (6,080 peers)
- +6.9%
- assets growth YoY
Hubbard Sales Company Pension Plan & Trust among the smaller filed plans by assets
Hubbard Sales Company Pension Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,388,657 26th percentile higher than 26% 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
Hubbard Sales Company Pension Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hubbard Sales Company Pension Plan & Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hubbard Sales Company Pension Plan & Trust reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- Hubbard Sales Company Pension Plan & Trust reported net income fell from $99K in the plan year 2023 filing to $89K in the plan year 2024 filing.
- Hubbard Sales Company Pension Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 341172322 · Hubbard Sales Company PY 2024 · Money Purchase
Hubbard Sales Company Pension Plan & Trust · $1M · 2 · 26th
- ASSETS $1M
- PCT 2
- EIN 26th
- RANK Money Purchase
- PHOTO near Jerome Antony Money Purchase Plan
- IND ind #918
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 Wholesale Trade retirement plans → · Plans in Ohio →
Hubbard Sales Company Pension Plan & Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $89K |
| Employer EIN | 341172322 |
| Plan Effective Date | 1975-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hubbard Sales Company)
Sponsor-wide plan assets over time
All Hubbard Sales Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 8.562974001994808% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6 | $4M |
| 2023 | 2 | 6 | $4M |
| 2024 | 2 | 4 | $5M |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.7B · 47,538
- The Cleveland Clinic Foundation Cash Balance Plan $1.6B · 4,957
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $533M · 7,205
- University of Dayton Defined Contribution Retirement Plan $382M · 3,130
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust $376M · 2,118
Hubbard Sales Company Pension Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Jerome Antony Money Purchase Plan in IL ($1M); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Virginia Aquaklear Inc 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Henney Wealth Management, Inc. Money Purchase Plan (CA) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.