Retirement plan

HPA DEVELOPMENT GROUP, INC. PROFIT SHARING PLAN

Name: HPA DEVELOPMENT GROUP, INC. - HPA DEVELOPMENT GROUP, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: HPA DEVELOPMENT GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HPA DEVELOPMENT GROUP, INC. PROFIT SHARING PLAN, HPA DEVELOPMENT GROUP, INC.

HPA DEVELOPMENT GROUP, INC.EIN 20-8471700Plan #001PY 2025

9091 MONTGOMERY ROAD - CINCINNATI, OH 45242513-793-2400

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+41.2% from 2024

Total participants

0.0% from 2024

Average account balance

$382,629

+41.2% from 2024

Annual return

28.51%

+5.93 pp from 2024

Benchmarks

See 13,762 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,762 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.15M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$383K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$103K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+28.51%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$382,629

$182,442+109.7%

$163,379+134.2%

$138,895+175.5%

Participation rate

100.0%

79.8%+20.2pp

76.8%+23.2pp

79.9%+20.1pp

Annual return

28.51%

72.74%-44.2pp

63.41%-34.9pp

145.39%-116.9pp

Employer contribution / active EE

$17,655

$4,159+324.5%

$3,752+370.5%

$4,194+320.9%

Participant deferral / active EE

$16,667

$6,817+144.5%

$6,282+165.3%

$6,396+160.6%

Admin fee / account holder

$10,396-100.0%

$9,818-100.0%

$12,562-100.0%

HPA DEVELOPMENT GROUP, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HPA DEVELOPMENT GROUP, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion