401(k) · DOL Form 5500 · 2023

Rob Haertel Inc 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
4
Participants Small participant base
65th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
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Official DOL plan name: Rob Haertel 401(k) Profit Sharing Plan · Sponsored by Rob Haertel Inc · Utah · Finance & Insurance

$13M in assets, 4 participants

Rob Haertel Inc's Rob Haertel 401(k) Profit Sharing Plan reported $13M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,411 in Finance & Insurance (8,869 peers)

Rob Haertel Inc multi-year trail

Rob Haertel Inc's plans moved -62.8% in assets from 2022 to 2024; this filing shows Rob Haertel 401(k) Profit Sharing Plan at $13M / 4 participants.

#4,411
in Finance & Insurance (8,869 peers)
+7.7%
assets growth YoY

Rob Haertel 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Rob Haertel 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,265,239 Top 35% higher than 65% 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

Rob Haertel 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rob Haertel 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rob Haertel 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2022 filing to $949K in the plan year 2023 filing.
  • Rob Haertel 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 844233856 · Rob Haertel Inc PY 2023 · 401(k)

Rob Haertel 401(k) Profit Sharing Plan · $13M · 4 · 65th

  • PART $13M
  • TYPE 4
  • NET 65th
  • BOOK 401(k)
  • VS-ST near Spectrix Analytical Services 401(k) Plan
  • BOY ind #4411

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 Finance & Insurance retirement plans → · Plans in Utah →

Rob Haertel 401(k) Profit Sharing Plan in the asset neighbourhood

Rob Haertel 401(k) Profit Sharing PlanRob Haertel 401(k) Profit Sh…$13MSpectrix Analytical Services 401(k) PlanSpectrix Analytical Services…$13MTwin Med 401(k) Plan$13MVornado Air, LLC 401(k) Profit Sharing PlanVornado Air, LLC 401(k) Prof…$13MT.a. Systems, Inc. Integrated 401 (K) Profit Sharing PlanT.a. Systems, Inc. Integrate…$13M
End-of-year total assets ($M) among Rob Haertel 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rob Haertel Inc multi-year asset trail

Sponsor-wide plan assets over time

All Rob Haertel Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 62.759817300435714% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $12.3M $4.59M ▼ -62.7%
Year Plans Participants Total Assets
2022 1 4 $12M
2023 1 4 $13M
2024 1 2 $5M

Rob Haertel Inc filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$949K
Employer EIN844233856
Plan Effective Date2022-07-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Rob Haertel 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Rob Haertel 401(k) Profit Sharing Plan, Total assets ($B): 0.013265239 · Participants: 4Rob Haertel 401(k) Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Rob Haertel 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Rob Haertel 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rob Haertel 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Spectrix Analytical Services 401(k) Plan in CT ($13M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Rob Haertel 401(k) Profit Sharing Plan assets move in 2023? ▼
Rob Haertel 401(k) Profit Sharing Plan grew at a solid clip - up 7.7% during 2023, from $12M to $13M. Reported net income was $949K.
How have Rob Haertel Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rob Haertel Inc's sponsor-wide assets declined 62.8%, from $12M to $5M.
Which 401(k) plans are similar in size to Rob Haertel 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spectrix Analytical Services 401(k) Plan in CT ($13M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Rob Haertel 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 844233856.

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.