401(k) · DOL Form 5500 · 2023

Frank Hajek & Associates, P.a. Retirement Plan Trust 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
35th
Percentile by assets National rank
$403,415
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Frank Hajek & Associates Retirement Plan Trust · Sponsored by Frank Hajek & Associates, P.a. Retirement Plan Trust · Maryland · Professional & Technical Services

$3M in assets, 7 participants

Frank Hajek & Associates, P.a. Retirement Plan Trust's Frank Hajek & Associates Retirement Plan Trust reported $3M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,406 in Professional & Technical Services (20,321 peers)

Frank Hajek & Associates, P.a. Retirement Plan Trust multi-year trail

Frank Hajek & Associates, P.a. Retirement Plan Trust's plans moved +35.4% in assets from 2022 to 2024; this filing shows Frank Hajek & Associates Retirement Plan Trust at $3M / 7 participants.

#6,406
in Professional & Technical Services (20,321 peers)
+18.6%
assets growth YoY

Frank Hajek & Associates Retirement Plan Trust's mid-pack asset rank among Professional & Technical Services and all filers

Frank Hajek & Associates Retirement Plan Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,823,903 35th percentile higher than 35% 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

Frank Hajek & Associates Retirement Plan Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Frank Hajek & Associates Retirement Plan Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Frank Hajek & Associates Retirement Plan Trust reported net income rose from -$419K in the plan year 2022 filing to $443K in the plan year 2023 filing.
  • Frank Hajek & Associates Retirement Plan Trust reported participants rose from 5 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Frank Hajek & Associates Retirement Plan Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 521913349 · Frank Hajek & Associates, P.a. Retirement Plan Trust PY 2023 · 401(k)

Frank Hajek & Associates Retirement Plan Trust · $3M · 7 · 35th

  • RANK $3M
  • RANK 7
  • RANK 35th
  • RANK 401(k)
  • RANK near Synergy Services Inc. 401(k) Plan
  • RANK ind #6406

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 Maryland →

Frank Hajek & Associates Retirement Plan Trust in the asset neighbourhood

Frank Hajek & Associates Retirement Plan TrustFrank Hajek & Associates Ret…$3MSynergy Services Inc. 401(k) PlanSynergy Services Inc. 401(k)…$3MEmployee Benefit Plan of Boys & Girls Clubs of Garden Grove, Inc.Employee Benefit Plan of Boy…$3MSecurity on-Demand 401(k) PlanSecurity on-Demand 401(k) Pl…$3MFranchise Management 401(k) PlanFranchise Management 401(k) …$3M
End-of-year total assets ($M) among Frank Hajek & Associates Retirement Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Frank Hajek & Associates, P.a. Retirement Plan Trust multi-year asset trail

Sponsor-wide plan assets over time

All Frank Hajek & Associates, P.a. Retirement Plan Trust plans reported in each filing year

Latest sponsor-wide plan assets
$3M 35.410928724413694% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.38M $3.22M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 7 $3M
2024 1 7 $3M

Frank Hajek & Associates, P.a. Retirement Plan Trust filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$443K
Employer EIN521913349
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Frank Hajek & Associates Retirement Plan Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Frank Hajek & Associates Retirement Plan Trust, Total assets ($B): 0.002823903 · Participants: 7Frank Hajek & Associates Retirement Plan TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Frank Hajek & Associates Retirement Plan Trust vs. nearby 401(k) plans in Maryland, assets vs. participants

Frank Hajek & Associates Retirement Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Synergy Services Inc. 401(k) Plan in MO ($3M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Frank Hajek & Associates Retirement Plan Trust assets move in 2023?
Frank Hajek & Associates Retirement Plan Trust grew sharply - up 18.6% during 2023, from $2M to $3M. Reported net income was $443K.
How have Frank Hajek & Associates, P.a. Retirement Plan Trust plan assets changed over time?
Across 3 plan years on file (2022-2024), Frank Hajek & Associates, P.a. Retirement Plan Trust's sponsor-wide assets grew 35.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Frank Hajek & Associates Retirement Plan Trust?
Among 401(k) plans in other states, the closest by assets is Synergy Services Inc. 401(k) Plan in MO ($3M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Frank Hajek & Associates Retirement Plan Trust?
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A in assets).