401(k) · DOL Form 5500 · 2023

Haug Partners LLP 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
83
Participants Small participant base
86th
Percentile by assets National rank
$634,730
Avg per participant High balance/head
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Official DOL plan name: Haug Partners LLP 401(k) Plan · Sponsored by Haug Partners LLP · New York · Professional & Technical Services

$53M in assets, 83 participants

Haug Partners LLP's Haug Partners LLP 401(k) Plan reported $53M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,699 in Professional & Technical Services (20,321 peers)

Where Haug Partners LLP 401(k) Plan sits by assets

Haug Partners LLP 401(k) Plan sits in the top quartile of all filed plans by assets, $53M for 83 participants (~$634,730/participant), up 17.8% in 2023.

#17,699
in Professional & Technical Services (20,321 peers)
+17.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Haug Partners LLP 401(k) Plan's outsized position by total assets

Haug Partners LLP 401(k) Plan vs every filed plan by assets

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

$52,682,574 Top 14% higher than 86% 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

Haug Partners LLP 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haug Partners LLP 401(k) Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Haug Partners LLP 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Haug Partners LLP 401(k) Plan end-of-year assets rose from $45M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Haug Partners LLP 401(k) Plan reported participants fell from 93 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133963911 · Haug Partners LLP PY 2023 · 401(k)

Haug Partners LLP 401(k) Plan · $53M · 83 · 86th

  • BOY $53M
  • SCH 83
  • EBSA 86th
  • PART 401(k)
  • TYPE near Much Shelist Profit Sharing Plan and Trust
  • NET ind #17699

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 Professional & Technical Services retirement plans → · Plans in New York →

Haug Partners LLP 401(k) Plan in the asset neighbourhood

Learjet Inc. Tax-Deferred Savings Plan for Represented EmployeesLearjet Inc. Tax-Deferred Sa…$53MMusic Choice 401(k) Savings PlanMusic Choice 401(k) Savings …$53MHaug Partners LLP 401(k) Plan$53MMuch Shelist Profit Sharing Plan and TrustMuch Shelist Profit Sharing …$53MBurton + Burton Profit Sharing & 401(k) PlanBurton + Burton Profit Shari…$53M
End-of-year total assets ($M) among Haug Partners LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$53M
Net Income$8M
Employer EIN133963911
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haug Partners LLP)

Sponsor-wide plan assets over time

All Haug Partners LLP plans reported in each filing year

Latest sponsor-wide plan assets
$55M 22.098837650762036% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.7M $54.6M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 93 $45M
2023 1 83 $53M
2024 1 85 $55M

Nearby 401(k) Plans in New York

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

Haug Partners LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Haug Partners LLP 401(k) Plan, Total assets ($B): 0.052682574 · Participants: 83Haug Partners LLP 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Haug Partners LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Haug Partners LLP 401(k) Plan side-by-side with 3 peers →

Haug Partners LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Much Shelist Profit Sharing Plan and Trust in IL ($53M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Haug Partners LLP 401(k) Plan assets move in 2023? ▼
Haug Partners LLP 401(k) Plan grew sharply - up 17.8% during 2023, from $45M to $53M. Reported net income was $8M.
How have Haug Partners LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haug Partners LLP's sponsor-wide assets grew 22.1%, from $45M to $55M.
Where does Haug Partners LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Haug Partners LLP 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Haug Partners LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Much Shelist Profit Sharing Plan and Trust in IL ($53M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Haug Partners LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 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 133963911.

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.