401(k) · DOL Form 5500 · 2022

Haggerty Conglomerate, Inc. 401(k) Plan

Data updated 2026-08-25

$591K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$147,823
Avg per participant Above avg balance/head
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Official DOL plan name: Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan · Sponsored by Haggerty Conglomerate, Inc. · Texas · Management of Enterprises

$591K in assets, 4 participants

Haggerty Conglomerate, Inc.'s Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan reported $591K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #133 in Management of Enterprises (1,193 peers)

Haggerty Conglomerate, Inc. multi-year trail

Haggerty Conglomerate, Inc.'s plans moved +16.0% in assets from 2022 to 2024; this filing shows Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan at $591K / 4 participants.

#133
in Management of Enterprises (1,193 peers)
+0.3%
assets growth YoY

Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$591,293 20th percentile higher than 20% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Haggerty Conglomerate, Inc. 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. Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 832767701 · Haggerty Conglomerate, Inc. PY 2022 · 401(k)

Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan · $591K · 4 · 20th

  • EOY $591K
  • 5500 4
  • ASSETS 20th
  • PCT 401(k)
  • EIN near Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp
  • RANK ind #133

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 Management of Enterprises retirement plans → · Plans in Texas →

Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Haggerty Conglomerate, Inc. 401(k) Profit Sharing PlanHaggerty Conglomerate, Inc. …$591KCarlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group PspCarlene D. Marcus, D.D.S., P…$591KBruno's Little Italy, Inc. 401(k) PlanBruno's Little Italy, Inc. 4…$591KSerg Restaurant Group LLC 401(k) Profit Sharing Plan & TrustSerg Restaurant Group LLC 40…$591KJohn P Arthur Corp 401(k) PlanJohn P Arthur Corp 401(k) Pl…$591K
End-of-year total assets ($M) among Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Haggerty Conglomerate, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Haggerty Conglomerate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$686K 15.990887766301986% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M 202220232024 $0.59M $0.69M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 4 $591K
2023 1 4 $668K
2024 1 2 $686K

Haggerty Conglomerate, Inc. filing trail (2022)

Total Assets (Beginning of Year)$589K
Net Assets (End of Year)$591K
Net Income$2K
Employer EIN832767701
Plan Effective Date2019-01-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000591293 · Participants: 4Haggerty Conglomerate, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp in VA ($591K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan held essentially flat - up 0.3% during 2022, from $589K to $591K. Reported net income was $2K.
How have Haggerty Conglomerate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haggerty Conglomerate, Inc.'s sponsor-wide assets grew 16.0%, from $591K to $686K.
Where does Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group Psp in VA ($591K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832767701.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.