Hp Hood LLC Retirement Savings Plan — Form 5500 plan (Hp Hood LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hp Hood LLC Retirement Savings Plan is a benefit plan reported by Hp Hood LLC under EIN 04-1450950 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,248 participants and $411,441,037 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$411.4MPlan net assets, end of year$411,441,037
Participants4.2KCovered participants reported4,248
Assets / participant$96.9KComputed: assets ÷ participants$96,855 (computed)
Provider compensation$408.1K2 Schedule C provider row(s)$408,066
- Plan sponsor
- Hp Hood LLC
- EIN
- 04-1450950
- Plan number
- 002
- Plan type
- 2
- Location
- Lynnfield, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,248 | H, C | 20241010110311NAL0020865681001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$411.4M total assets
Net assets$411.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $411,441,037
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $411,441,037
- Net assets (BOY)
- $359,036,949
Income & contributions
- Employer contributions
- $11,424,283
- Participant contributions
- $23,966,753
- Total contributions
- $37,300,033
- Total income / additions
- $98,060,716
Expenses & distributions
- Benefits paid
- $45,277,744
- Administrative expenses
- $387,666
- Total expenses
- $45,656,628
- Net increase / (decrease)
- $52,404,088
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $408,066 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |