401(k) · DOL Form 5500 · 2023

Hartzell Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
258
Participants Below avg headcount
72nd
Percentile by assets National rank
$76,359
Avg per participant Below avg balance/head
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Official DOL plan name: Hartzell Companies 401(k) Plan · Sponsored by Hartzell Industries, Inc. · Ohio · Manufacturing

$20M in assets, 258 participants

Hartzell Industries, Inc.'s Hartzell Companies 401(k) Plan reported $20M in total assets and 258 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,628 in Manufacturing (18,722 peers)

Coverage in Ohio

Hartzell Companies 401(k) Plan covers 258 participants in Ohio, about 34% of the average Ohio filer (state average ~765 per filing). Assets: $20M.

#11,628
in Manufacturing (18,722 peers)
+11.2%
assets growth YoY

Hartzell Companies 401(k) Plan's outsized position by total assets

Hartzell Companies 401(k) Plan vs every filed plan by assets

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

$19,700,525 Top 28% higher than 72% 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

Hartzell Companies 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. Hartzell Companies 401(k) Plan sits mid-pack in the medium band (258 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hartzell Companies 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hartzell Companies 401(k) Plan reported participants rose from 223 in the plan year 2022 filing to 258 in the plan year 2023 filing.
  • Hartzell Companies 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 310674874 · Hartzell Industries, Inc. PY 2023 · 401(k)

Hartzell Companies 401(k) Plan · $20M · 258 · 72nd

  • PART $20M
  • PART 258
  • PART 72nd
  • PART 401(k)
  • PART near Republic Plastics 401(k) Plan
  • PART ind #11628

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 →

Hartzell Companies 401(k) Plan in the asset neighbourhood

Hartzell Companies 401(k) PlanHartzell Companies 401(k) Pl…$20MRepublic Plastics 401(k) Plan$20MClean Slate Centers 401(k) PlanClean Slate Centers 401(k) P…$20MBellavance Beverage Co., LLC Profit Sharing PlanBellavance Beverage Co., LLC…$20MFullstack Inc. 401(k) Plan$20M
End-of-year total assets ($M) among Hartzell Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN310674874
Plan Effective Date1957-01-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Hartzell Industries, Inc.)

Sponsor-wide plan assets over time

All Hartzell Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 14.887613876785604% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.7M $20.4M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 223 $18M
2023 1 258 $20M
2024 1 260 $20M

Nearby 401(k) Plans in Ohio

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

Hartzell Companies 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Hartzell Companies 401(k) Plan, Total assets ($B): 0.019700525 · Participants: 258Hartzell Companies 401(k) 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
Hartzell Companies 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Hartzell Companies 401(k) Plan side-by-side with 3 peers →

Hartzell Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Republic Plastics 401(k) Plan in TX ($20M); by covered participants it is Validatek Retirement Savings Plan in VA (258 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (258 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 Hartzell Companies 401(k) Plan assets move in 2023? ▼
Hartzell Companies 401(k) Plan grew at a solid clip - up 11.2% during 2023, from $18M to $20M. Reported net income was $2M.
How have Hartzell Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hartzell Industries, Inc.'s sponsor-wide assets grew 14.9%, from $18M to $20M.
Which 401(k) plans are similar in size to Hartzell Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Republic Plastics 401(k) Plan in TX ($20M, 433 participants).
Which 401(k) plans cover a similar participant headcount to Hartzell Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Validatek Retirement Savings Plan in VA (258 participants, $23M 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 310674874.

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.