Money Purchase · DOL Form 5500 · 2024
Hubbard Sales Company Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 2
- Participants
- 26th
- Percentile by assets
- $694,329
- Avg per participant
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.
- 26th percentile by assets (of 123,622 plans)
- #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.
- $1M
- total plan assets (2024 EOY)
- 2
- covered participants
- 26th
- percentile by assets (of 123,622 plans)
- $694,329
- avg assets per participant
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.
Money Purchase filing for Hubbard Sales Company Pension Plan & Trust
Money Purchase filing for plan year 2024: EIN 341172322 ; effective since 1975-10-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
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)
| 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.
Hubbard Sales Company Pension Plan & Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Hubbard Sales Company Pension Plan & Trust by total assets, not by location.
Frequently Asked Questions
How did Hubbard Sales Company Pension Plan & Trust assets move in 2024? ▼
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Filing takeaways
Ways to act on Hubbard Sales Company Pension Plan & Trust's numbers.
- By total assets, Hubbard Sales Company Pension Plan & Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans
- Hubbard Sales Company's sponsor-wide assets have grown 8.6% since 2022 across 3 plan years on file. More Wholesale Trade plans