401(k) · DOL Form 5500 · 2022

Haug Partners LLP 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
93
Participants Small participant base
87th
Percentile by assets National rank
$480,770
Avg per participant High balance/head
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Official DOL plan name: Haug Partners LLP 401(k) Plan · Sponsored by Haug Partners LLP · New York · Professional & Technical Services

$45M in assets, 93 participants

Haug Partners LLP's Haug Partners LLP 401(k) Plan reported $45M in total assets and 93 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,964 in Professional & Technical Services (21,562 peers)

Where Haug Partners LLP 401(k) Plan sits by assets

Haug Partners LLP 401(k) Plan sits in the top quartile of all filed plans by assets, $45M for 93 participants (~$480,770/participant), down 16.3% in 2022.

#18,964
in Professional & Technical Services (21,562 peers)
-16.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Haug Partners LLP 401(k) Plan's outsized position by total assets

Haug Partners LLP 401(k) Plan vs every filed plan by assets

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

$44,711,605 Top 13% higher than 87% 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

Haug Partners LLP 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haug Partners LLP 401(k) Plan is a small filing (93 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 133963911 · Haug Partners LLP PY 2022 · 401(k)

Haug Partners LLP 401(k) Plan · $45M · 93 · 87th

  • EBSA $45M
  • EBSA 93
  • EBSA 87th
  • EBSA 401(k)
  • EBSA near Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan
  • EBSA ind #18964

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 Professional & Technical Services retirement plans → · Plans in New York →

Haug Partners LLP 401(k) Plan in the asset neighbourhood

Haug Partners LLP 401(k) Plan$45MTabula Rasa Healthcare Group, Inc. 401(k) Retirement PlanTabula Rasa Healthcare Group…$45MSje-Rhombus 401(k) Plan$45MVega Americas, Inc. 401(k) Profit Sharing PlanVega Americas, Inc. 401(k) P…$45MSinger Equipment Co. , Inc. 401(k) Retirement PlanSinger Equipment Co. , Inc. …$45M
End-of-year total assets ($M) among Haug Partners LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$45M
Net Income-$9M
Employer EIN133963911
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haug Partners LLP)

Sponsor-wide plan assets over time

All Haug Partners LLP plans reported in each filing year

Latest sponsor-wide plan assets
$55M 22.098837650762036% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.7M $54.6M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 93 $45M
2023 1 83 $53M
2024 1 85 $55M

Nearby 401(k) Plans in New York

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

Haug Partners LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Haug Partners LLP 401(k) Plan, Total assets ($B): 0.044711605 · Participants: 93Haug Partners LLP 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Haug Partners LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Haug Partners LLP 401(k) Plan side-by-side with 3 peers →

Haug Partners LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan in NJ ($45M); by covered participants it is Homestead Farm and Lawn LLC 401(k) Plan in TN (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Haug Partners LLP 401(k) Plan assets move in 2022? ▼
Haug Partners LLP 401(k) Plan declined sharply - down 16.3% during 2022, from $53M to $45M. Reported net income was -$9M.
How have Haug Partners LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haug Partners LLP's sponsor-wide assets grew 22.1%, from $45M to $55M.
Where does Haug Partners LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Haug Partners LLP 401(k) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Haug Partners LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tabula Rasa Healthcare Group, Inc. 401(k) Retirement Plan in NJ ($45M, 1,263 participants).
Which 401(k) plans cover a similar participant headcount to Haug Partners LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Homestead Farm and Lawn LLC 401(k) Plan in TN (93 participants, $332K 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 133963911.

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.