H&M Fashion USA 401(k) and retirement plans

H&M Fashion USA, Inc., Secaucus, NJ. EIN 93-1778981. Annual reports 2009–2024. Also filed as H & M Hennes & Maurtiz, LP; H & M Hennes & Mauritz, LP; H&M Hennes & Mauritz, LP; H&M Hennes & Mauritz, L.P.

H&M Fashion USA, Inc. has 2 active retirement plans on file. The largest is the H&M Employee Stock Ownership Plan, with 8,898 participants and $4.7 million in assets in 2024. Principal has been its recordkeeper since 2020. No traditional pension plan appears in H&M Fashion USA's filings since 2009.

Active plans: 2
Participants: 12,088
Plan assets: $146 million
401(k) recordkeeper: Principal
Plans on file: 2
Industry: Retail

All 2 plans

Active plans first

H&M Employee Stock Ownership Plan

Employee stock ownership plan (ESOP)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 93-1778981
Participants (2024): 8,898
Net assets (2024): $4.7 million
Recordkeeper: PrincipalEarlier: Newport (2019)
Plan administrator: H&M Fashion USA, Inc.
300 Lighting Way, Ste 100
Secaucus, NJ 07094
(551) 254-2700As filed for 2024
In effect since: January 1, 2011

Earlier sponsor: H & M Hennes & Mauritz, LP (2011–2022).

Earlier plan names: H & M Employee Stock Ownership Plan.

Year by year, 2011 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,898	$4.7 million	Principal
2023	9,299	$4.4 million	Principal
2022	9,242	$3.4 million	Principal
2021	9,788	$3.8 million	Principal
2020	11,432	$4.4 million	Principal
2019	12,323	$3.9 million	Newport
2018	13,954	$2.9 million	not listed
2017	13,315	$4.2 million	not listed
2016	13,378	$5.8 million	not listed
2015	11,824	$6.8 million	not listed
2014	11,913	$5.2 million	not listed
2013	9,813	$4.6 million	not listed
2012	6,379	$2.8 million	not listed
2011	4,482	$2.2 million	not listed

H&M Hennes & Mauritz 401K Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 93-1778981
Participants (2024): 3,190
Net assets (2024): $142 million
Recordkeeper: VoyaEarlier: Valley Forge Pension MGMT (2009)
Plan administrator: H&M Fashion USA, Inc.
300 Lighting Way, Suite 100
Secaucus, NJ 07094
(201) 246-4495As filed for 2024
In effect since: November 1, 1999

Earlier sponsors: H & M Hennes & Maurtiz, LP (2009–2012); H & M Hennes & Mauritz, LP (2013–2022).

Earlier plan names: H & M Hennes & Mauritz 401K Plan; H & M Hennes & Maurtiz 401K Plan; H & M Hennes & Mauritz 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,190	$142 million	Voya
2023	7,743	$124 million	Voya
2022	7,684	$101 million	Voya
2021	8,486	$116 million	Voya
2020	9,835	$98.4 million	Voya
2019	9,865	$82.6 million	Voya
2018	8,447	$61.7 million	Voya
2017	7,973	$60.6 million	Voya
2016	8,846	$47.8 million	Voya
2015	8,440	$40.9 million	Voya
2014	7,431	$37.2 million	Voya
2013	6,570	$32.6 million	not listed
2012	6,166	$24.8 million	not listed
2011	5,290	$19.8 million	not listed
2010	3,646	$18.4 million	Voya
2009	4,537	$14.5 million	Valley Forge Pension MGMT

If you had money in one of these plans

Call Principal (principal.com), which runs the H&M Employee Stock Ownership Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((551) 254-2700). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

H&M Employee Stock Ownership Plan

H&M Hennes & Mauritz 401K Plan

If you had money in one of these plans

What these numbers are

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