401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$16M
Total assets Small plan by assets
166
Participants Small participant base
69th
Percentile by assets National rank
$99,324
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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, 166 participants

Haag-Streit USA, Inc.'s Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan reported $16M in total assets and 166 participants in its 2023 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.

  • #10,858 in Manufacturing (18,722 peers)

Coverage in Ohio

Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan covers 166 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $16M.

#10,858
in Manufacturing (18,722 peers)
+6.2%
assets growth YoY

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 2023 · DOL Form 5500

$16,487,848 Top 31% higher than 69% of 127,068 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 2023

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

Plan-year 2023 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 (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $962K in the plan year 2023 filing.
  • Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan reported participants rose from 142 in the plan year 2022 filing to 166 in the plan year 2023 filing.
  • Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 311209950 · Haag-Streit USA, Inc. PY 2023 · 401(k)

Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan · $16M · 166 · 69th

  • 5500 $16M
  • ASSETS 166
  • PCT 69th
  • EIN 401(k)
  • RANK near Moyer & Son, Inc. 401(k) Plan
  • PHOTO ind #10858

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…$16MMoyer & Son, Inc. 401(k) Plan$16MManko Window Systems, Inc. 401(k) Profit Sharing PlanManko Window Systems, Inc. 4…$16MTumeq, LLC 401(k) Plan and TrustTumeq, LLC 401(k) Plan and T…$16MNew York Athletic Club 401(k) Savings PlanNew York Athletic Club 401(k…$16M
End-of-year total assets ($M) among Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income$962K
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 -50510152025 Total assets ($B) Participants Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan, Total assets ($B): 0.016487848 · Participants: 166Haag-Streit USA, Inc. Cash or Deferred Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings 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 Moyer & Son, Inc. 401(k) Plan in PA ($16M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan grew at a solid clip - up 6.2% during 2023, from $16M to $16M. Reported net income was $962K.
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 Moyer & Son, Inc. 401(k) Plan in PA ($16M, 230 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 California Retina Associates 401(k) Plan in CA (166 participants, $362K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.