401(k) · DOL Form 5500 · 2023
Hartwig, Incorporated 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 195
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $145,689
- Avg per participant Above avg balance/head
Official DOL plan name: Hartwig, Incorporated 401(k) Profit Sharing Plan · Sponsored by Hartwig, Incorporated · Missouri · Wholesale Trade
$28M in assets, 195 participants
Hartwig, Incorporated's Hartwig, Incorporated 401(k) Profit Sharing Plan reported $28M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #4,888 in Wholesale Trade (6,309 peers)
Coverage in Missouri
Hartwig, Incorporated 401(k) Profit Sharing Plan covers 195 participants in Missouri, about 26% of the average Missouri filer (state average ~737 per filing). Assets: $28M.
- #4,888
- in Wholesale Trade (6,309 peers)
- +13.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Hartwig, Incorporated 401(k) Profit Sharing Plan's outsized position by total assets
Hartwig, Incorporated 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,409,258 Top 22% higher than 78% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hartwig, Incorporated 401(k) 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. Hartwig, Incorporated 401(k) Profit Sharing Plan sits mid-pack in the medium band (195 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hartwig, Incorporated 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Hartwig, Incorporated 401(k) Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Hartwig, Incorporated 401(k) Profit Sharing Plan reported participants rose from 191 in the plan year 2022 filing to 195 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 430761198 · Hartwig, Incorporated PY 2023 · 401(k)
Hartwig, Incorporated 401(k) Profit Sharing Plan · $28M · 195 · 78th
- PART $28M
- PART 195
- PART 78th
- PART 401(k)
- PART near Twin City Hardware Company 401(k) Savings Plan and Trust
- PART ind #4888
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 Wholesale Trade retirement plans → · Plans in Missouri →
Hartwig, Incorporated 401(k) Profit Sharing Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 430761198 |
| Plan Effective Date | 2003-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hartwig, Incorporated)
Sponsor-wide plan assets over time
All Hartwig, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 24.61532412445679% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 191 | $25M |
| 2023 | 1 | 195 | $28M |
| 2024 | 1 | 193 | $31M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Hartwig, Incorporated 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Twin City Hardware Company 401(k) Savings Plan and Trust in MN ($28M); by covered participants it is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (195 participants); asset peers above are excluded.
- The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan (WI) 195 · 0 off
- The Lodge at Woodloch 401(k) Plan (PA) 195 · 0 off
- Taco John's of Iowa 401(k) Plan (SD) 195 · 0 off
- A & I Floor Covering, Inc 401(k) Plan (UT) 195 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.