401(k) · DOL Form 5500 · 2022

Haag-Streit USA, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
142
Participants Small participant base
73rd
Percentile by assets National rank
$109,338
Avg per participant Below avg balance/head
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Official DOL plan name: Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan · Sponsored by Haag-Streit USA, Inc. · Ohio · Manufacturing

$16M in assets, 142 participants

Haag-Streit USA, Inc.'s Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan reported $16M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #12,923 in Manufacturing (20,602 peers)

Coverage in Ohio

Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan covers 142 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $16M.

#12,923
in Manufacturing (20,602 peers)
-19.5%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan's outsized position by total assets

Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan vs every filed plan by assets

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

$15,526,027 Top 27% higher than 73% 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

Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan sits mid-pack in the medium band (142 participants).

DOL schedule card

Filing strip 311209950 · Haag-Streit USA, Inc. PY 2022 · 401(k)

Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan · $16M · 142 · 73rd

  • ASSETS $16M
  • PCT 142
  • EIN 73rd
  • RANK 401(k)
  • PHOTO near Izotope, Inc. 401(k) Profit Sharing Plan and Trust
  • IND ind #12923

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 Manufacturing retirement plans → · Plans in Ohio →

Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan in the asset neighbourhood

Haag-Streit USA, Inc. Cash or Deferred Profit Sharing PlanHaag-Streit USA, Inc. Cash o…$16MIzotope, Inc. 401(k) Profit Sharing Plan and TrustIzotope, Inc. 401(k) Profit …$16MApplied Card Systems, Inc. 401(k) Retirement/Savings PlanApplied Card Systems, Inc. 4…$16MTlc Company, Inc. 401(k) Profit Sharing PlanTlc Company, Inc. 401(k) Pro…$16MInw Manufacturing 401(k) Plan$16M
End-of-year total assets ($M) among Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$4M
Employer EIN311209950
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haag-Streit USA, Inc.)

Sponsor-wide plan assets over time

All Haag-Streit USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 25.23588938754261% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.5M $19.4M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 142 $16M
2023 1 166 $16M
2024 1 136 $19M

Nearby 401(k) Plans in Ohio

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

Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan, Total assets ($B): 0.015526027 · Participants: 142Haag-Streit USA, Inc. Cash or Deferred Profit Sharing PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan side-by-side with 3 peers →

Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Izotope, Inc. 401(k) Profit Sharing Plan and Trust in MA ($16M); by covered participants it is Kent Materials 401(k) in LA (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan assets move in 2022? ▼
Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan declined sharply - down 19.5% during 2022, from $19M to $16M. Reported net income was -$4M.
How have Haag-Streit USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haag-Streit USA, Inc.'s sponsor-wide assets grew 25.2%, from $16M to $19M.
Which 401(k) plans are similar in size to Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Izotope, Inc. 401(k) Profit Sharing Plan and Trust in MA ($16M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kent Materials 401(k) in LA (142 participants, $159K 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 311209950.

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.