401(k) · DOL Form 5500 · 2023

The Haartz Corporation 401(k) Plan

Data updated 2026-08-11

$116M
Total assets: 385
Participants: 92nd
Percentile by assets: $302,569
Avg per participant

Official DOL plan name: The Haartz Corporation 401(k) and Profit Sharing Plan · Sponsored by The Haartz Corporation · Massachusetts · Manufacturing

$116M in assets, 385 participants

The Haartz Corporation's The Haartz Corporation 401(k) and Profit Sharing Plan reported $116M in total assets and 385 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 127,072 plans)
#16,492 in Manufacturing (18,722 peers)

Where The Haartz Corporation 401(k) and Profit Sharing Plan sits by assets

The Haartz Corporation 401(k) and Profit Sharing Plan sits in the top 10% of all filed plans by assets, $116M for 385 participants (~$302,569/participant), up 19.4% in 2023.

$116M
total plan assets (2023 EOY): 385
covered participants: 92nd
percentile by assets (of 127,072 plans): $302,569
avg assets per participant

Where The Haartz Corporation 401(k) and Profit Sharing Plan sits by total assets

The Haartz Corporation 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$116,489,169 Top 8% higher than 92% 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 Haartz Corporation 401(k) and Profit Sharing Plan reported net income rose from -$30M in the plan year 2022 filing to $19M in the plan year 2023 filing.
The Haartz Corporation 401(k) and Profit Sharing Plan end-of-year assets rose from $98M in the plan year 2022 filing to $116M in the plan year 2023 filing.
The Haartz Corporation 401(k) and Profit Sharing Plan reported participants fell from 395 in the plan year 2022 filing to 385 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Manufacturing

The Haartz Corporation 401(k) and Profit Sharing Plan vs the 2023 asset distribution

By assets, The Haartz Corporation 401(k) and Profit Sharing Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$98M
Net Assets (End of Year)	$116M
Net Income	$19M
Employer EIN	041408380
Plan Effective Date	1989-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Haartz Corporation)

Total plan assets by year, all The Haartz Corporation plans on file

Year	Plans	Participants	Total Assets
2022	1	395	$98M
2023	1	385	$116M
2024	1	407	$120M

Nearby 401(k) Plans in Massachusetts

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

The Haartz Corporation 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare The Haartz Corporation 401(k) and Profit… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Haartz Corporation 401(k) and Profit Sharing Plan by total assets, not by location.

Vgm Group Inc 401(k) Profit Sharing Plan (IA) $116M · 1,403
D'addario & Company, Inc. 401(k) Plan (NY) $117M · 934
Adtran Networks North America Inc. 401(k) Plan (GA) $117M · 384
Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust (WA) $116M · 345

Frequently Asked Questions

How did The Haartz Corporation 401(k) and Profit Sharing Plan assets move in 2023? ▼

The Haartz Corporation 401(k) and Profit Sharing Plan grew sharply - up 19.4% during 2023, from $98M to $116M. Reported net income was $19M.

How have The Haartz Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Haartz Corporation's sponsor-wide assets grew 23.2%, from $98M to $120M.

Where does The Haartz Corporation 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼

The Haartz Corporation 401(k) and Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to The Haartz Corporation 401(k) and Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Vgm Group Inc 401(k) Profit Sharing Plan in IA ($116M, 1,403 participants).

Next read for The Haartz Corporation 401(k) and Profit…

Scale reading

Ways to act on The Haartz Corporation 401(k) and Profit Sharing Plan's numbers.

By total assets, The Haartz Corporation 401(k) and Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
The Haartz Corporation's sponsor-wide assets have grown 23.2% since 2022 across 3 plan years on file. More Manufacturing plans

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 041408380.