401(k) · DOL Form 5500 · 2023

Hartree Partners, LP 401(k) Plan

Data updated 2026-08-11

$76M
Total assets
267
Participants
89th
Percentile by assets
$283,330
Avg per participant
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Official DOL plan name: Hartree Partners, LP Employees' Savings Plan · Sponsored by Hartree Partners, LP · New York · Wholesale Trade

$76M in assets, 267 participants

Hartree Partners, LP's Hartree Partners, LP Employees' Savings Plan reported $76M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #5,735 in Wholesale Trade (6,309 peers)

Coverage in New York

Hartree Partners, LP Employees' Savings Plan covers 267 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $76M.

$76M
total plan assets (2023 EOY)
267
covered participants
89th
percentile by assets (of 127,072 plans)
$283,330
avg assets per participant

Where Hartree Partners, LP Employees' Savings Plan sits by total assets

Hartree Partners, LP Employees' Savings Plan vs every filed plan by assets

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

$75,649,058 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hartree Partners, LP Employees' Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Hartree Partners, LP Employees' Savings Plan end-of-year assets rose from $58M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Hartree Partners, LP Employees' Savings Plan reported participants rose from 232 in the plan year 2022 filing to 267 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Wholesale Trade

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Hartree Partners, LP Employees' Savings Plan reports 267 participants - about 33% of that state average ($76M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$76M
Net Income$18M
Employer EIN133937429
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hartree Partners, LP)

$40M$60M$80M$100M 202220232024 $57.9M $95.2M ▲ +64.3%
Total plan assets by year, all Hartree Partners, LP plans on file
Year Plans Participants Total Assets
2022 1 232 $58M
2023 1 267 $76M
2024 1 302 $95M

Nearby 401(k) Plans in New York

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

Hartree Partners, LP Employees' Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hartree Partners, LP…, Total assets ($B): 0.075649058 · Participants: 267Hartree Partners, LP…IBM 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…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
Hartree Partners, LP Employees' Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hartree Partners, LP Employees' Savings … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Hartree Partners, LP Employees' Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Hartree Partners, LP Employees' Savings Plan assets move in 2023? ▼
Hartree Partners, LP Employees' Savings Plan surged - up 30.6% during 2023, from $58M to $76M. Reported net income was $18M.
How have Hartree Partners, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hartree Partners, LP's sponsor-wide assets grew 64.3%, from $58M to $95M.
Where does Hartree Partners, LP Employees' Savings Plan rank by assets among Form 5500 filers? ▼
Hartree Partners, LP Employees' Savings Plan ranks in the 89th 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 Hartree Partners, LP Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Legalzoom.Com, Inc. 401(k) Plan in CA ($76M, 1,245 participants).

Next read for Hartree Partners, LP Employees' Savings …

Filing takeaways

Ways to act on Hartree Partners, LP Employees' Savings Plan's numbers.

  • By total assets, Hartree Partners, LP Employees' Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • Hartree Partners, LP's sponsor-wide assets have grown 64.3% since 2022 across 3 plan years on file. More Wholesale Trade 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 133937429.

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.