401(k) · DOL Form 5500 · 2023
Hagerman Construction Corporation 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 185
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $78,969
- Avg per participant Below avg balance/head
Official DOL plan name: The Hagerman Group 401(k) Plan · Sponsored by Hagerman Construction Corporation · Indiana · Construction
$15M in assets, 185 participants
Hagerman Construction Corporation's The Hagerman Group 401(k) Plan reported $15M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #5,899 in Construction (9,030 peers)
Coverage in Indiana
The Hagerman Group 401(k) Plan covers 185 participants in Indiana, about 34% of the average Indiana filer (state average ~541 per filing). Assets: $15M.
- #5,899
- in Construction (9,030 peers)
- +21.3%
- assets growth YoY
The Hagerman Group 401(k) Plan's outsized position by total assets
The Hagerman Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,609,237 Top 33% higher than 67% 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
The Hagerman Group 401(k) 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. The Hagerman Group 401(k) Plan sits mid-pack in the medium band (185 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Hagerman Group 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Hagerman Group 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- The Hagerman Group 401(k) Plan reported participants rose from 158 in the plan year 2022 filing to 185 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 350813400 · Hagerman Construction Corporation PY 2023 · 401(k)
The Hagerman Group 401(k) Plan · $15M · 185 · 67th
- IND $15M
- EOY 185
- 5500 67th
- ASSETS 401(k)
- PCT near Toptal Retirement Savings Plan
- EIN ind #5899
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 Construction retirement plans → · Plans in Indiana →
The Hagerman Group 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 350813400 |
| Plan Effective Date | 1952-05-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hagerman Construction Corporation)
Sponsor-wide plan assets over time
All Hagerman Construction Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 46.54877836098173% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $12M |
| 2023 | 1 | 185 | $15M |
| 2024 | 1 | 174 | $18M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
The Hagerman Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Toptal Retirement Savings Plan in DE ($15M); by covered participants it is Aerie Pharmaceuticals 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Toptal Retirement Savings Plan (DE) $15M · 395
- Willmar Electric 401(k) Plan (MN) $15M · 167
- Burke Beverage, Inc. 401(k) Plan (IL) $15M · 161
- Gasbarre Products, Inc. Profit Sharing Plan & Trust (PA) $15M · 169
Similar participant headcount
Nearest other-state filings by covered participants (185 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.