401(k) · DOL Form 5500 · 2022
Rob Haertel Inc 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $3.1M
- Avg per participant High balance/head
Official DOL plan name: Rob Haertel 401(k) Profit Sharing Plan · Sponsored by Rob Haertel Inc · Utah · Finance & Insurance
$12M in assets, 4 participants
Rob Haertel Inc's Rob Haertel 401(k) Profit Sharing Plan reported $12M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #4,894 in Finance & Insurance (9,261 peers)
Rob Haertel Inc multi-year trail
Rob Haertel Inc's plans moved -62.8% in assets from 2022 to 2024; this filing shows Rob Haertel 401(k) Profit Sharing Plan at $12M / 4 participants.
- #4,894
- in Finance & Insurance (9,261 peers)
- +14.5%
- assets growth YoY
Rob Haertel 401(k) Profit Sharing Plan's outsized position by total assets
Rob Haertel 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,316,395 Top 31% higher than 69% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rob Haertel 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rob Haertel 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
DOL schedule card
Filing strip 844233856 · Rob Haertel Inc PY 2022 · 401(k)
Rob Haertel 401(k) Profit Sharing Plan · $12M · 4 · 69th
- BOY $12M
- BOY 4
- BOY 69th
- BOY 401(k)
- BOY near Hussmann Corporation Employee Savings Plan for United Steelworkers of America, Local 9014 Employees
- BOY ind #4894
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 Finance & Insurance retirement plans → · Plans in Utah →
Rob Haertel 401(k) Profit Sharing Plan in the asset neighbourhood
Rob Haertel Inc multi-year asset trail
Sponsor-wide plan assets over time
All Rob Haertel Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 62.759817300435714% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $12M |
| 2023 | 1 | 4 | $13M |
| 2024 | 1 | 2 | $5M |
Rob Haertel Inc filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 844233856 |
| Plan Effective Date | 2020-07-06 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Rob Haertel 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Hussmann Corporation Employee Savings Plan for United Steelworkers of America, Local 9014 Employees in MO ($12M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.