401(k) · DOL Form 5500 · 2023

The Haartz Corporation 401(k) Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
385
Participants Below avg headcount
92nd
Percentile by assets National rank
$302,569
Avg per participant High balance/head
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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.

  • #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.

#16,492
in Manufacturing (18,722 peers)
+19.4%
assets growth YoY
1.2×
vs typical plan assets (national mean)

The Haartz Corporation 401(k) and Profit Sharing Plan's outsized position 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

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

The Haartz Corporation 401(k) and 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. The Haartz Corporation 401(k) and Profit Sharing Plan sits mid-pack in the medium band (385 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Form 5500 schedule snapshot

Filing strip 041408380 · The Haartz Corporation PY 2023 · 401(k)

The Haartz Corporation 401(k) and Profit Sharing Plan · $116M · 385 · 92nd

  • ASSETS $116M
  • ASSETS 385
  • ASSETS 92nd
  • ASSETS 401(k)
  • ASSETS near Vgm Group Inc 401(k) Profit Sharing Plan
  • ASSETS ind #16492

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 Massachusetts →

The Haartz Corporation 401(k) and Profit Sharing Plan in the asset neighbourhood

Adtran Networks North America Inc. 401(k) PlanAdtran Networks North Americ…$117MD'addario & Company, Inc. 401(k) PlanD'addario & Company, Inc. 40…$117MThe Haartz Corporation 401(k) and Profit Sharing PlanThe Haartz Corporation 401(k…$116MVgm Group Inc 401(k) Profit Sharing PlanVgm Group Inc 401(k) Profit …$116MShannon & Wilson, Inc. Ps Retirement & 401(k) Plan and TrustShannon & Wilson, Inc. Ps Re…$116M
End-of-year total assets ($M) among The Haartz Corporation 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$116M
Net Income$19M
Employer EIN041408380
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Haartz Corporation)

Sponsor-wide plan assets over time

All The Haartz Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$120M 23.195750517173124% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $97.6M $120M ▲ +23.2%
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 Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Haartz Corporation 401(k) and Profit Sharing Plan, Total assets ($B): 0.116489169 · Participants: 385The Haartz Corporation 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
The Haartz Corporation 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Haartz Corporation 401(k) and Profit Sharing Plan side-by-side with 3 peers →

The Haartz Corporation 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Vgm Group Inc 401(k) Profit Sharing Plan in IA ($116M); by covered participants it is Magnifi Financial 401(k) Plan & Trust in MN (385 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (385 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 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).
Which 401(k) plans cover a similar participant headcount to The Haartz Corporation 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Magnifi Financial 401(k) Plan & Trust in MN (385 participants, $48M 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 041408380.

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.