401(k) · DOL Form 5500 · 2023
Hartree Partners, LP 401(k) Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 267
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $283,330
- Avg per participant High balance/head
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.
- #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.
- #5,735
- in Wholesale Trade (6,309 peers)
- +30.6%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Hartree Partners, LP Employees' Savings Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hartree Partners, LP Employees' Savings 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. Hartree Partners, LP Employees' Savings Plan sits mid-pack in the medium band (267 participants).
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.
Form 5500 schedule snapshot
Filing strip 133937429 · Hartree Partners, LP PY 2023 · 401(k)
Hartree Partners, LP Employees' Savings Plan · $76M · 267 · 89th
- IND $76M
- EOY 267
- 5500 89th
- ASSETS 401(k)
- PCT near Legalzoom.Com, Inc. 401(k) Plan
- EIN ind #5735
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 Wholesale Trade retirement plans → · Plans in New York →
Hartree Partners, LP Employees' Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $18M |
| Employer EIN | 133937429 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hartree Partners, LP)
Sponsor-wide plan assets over time
All Hartree Partners, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $95M 64.31186909529886% vs 2022
- 2024 filing year
| 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.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Hartree Partners, LP Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Legalzoom.Com, Inc. 401(k) Plan in CA ($76M); by covered participants it is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
- Legalzoom.Com, Inc. 401(k) Plan (CA) $76M · 1,245
- Pipeline Health System 401(k) Plan (CA) $76M · 2,655
- Precision Drilling (US) Corporation 401(k) Plan (TX) $76M · 1,888
- Wayne Automatic Fire Sprinklers, Inc. 401(k) Plan and Trust (FL) $76M · 650
Similar participant headcount
Nearest other-state filings by covered participants (267 participants); asset peers above are excluded.
- Unique Fabricating Inc Profit Sharing and 401 K Plan (DE) 267 · 0 off
- Crown/Loyal 401(k) Plan (NH) 267 · 0 off
- Isaacson Retirement Plan (MA) 267 · 0 off
- Revel Systems, Inc. 401(k) Plan (GA) 267 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.