401(k) · DOL Form 5500 · 2023

The Habegger Corporation 401(k) Plan

Data updated 2026-08-11

$74M
Total assets: 554
Participants: 89th
Percentile by assets: $132,676
Avg per participant

Official DOL plan name: The Habegger Corporation 401(k) Profit Sharing Plan and Trust · Sponsored by The Habegger Corporation · Ohio · Wholesale Trade

$74M in assets, 554 participants

The Habegger Corporation's The Habegger Corporation 401(k) Profit Sharing Plan and Trust reported $74M in total assets and 554 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)
#5,720 in Wholesale Trade (6,309 peers)

Where The Habegger Corporation 401(k) Profit Sharing Plan and Trust sits by assets

The Habegger Corporation 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $74M for 554 participants (~$132,676/participant), up 17.5% in 2023.

$74M
total plan assets (2023 EOY): 554
covered participants: 89th
percentile by assets (of 127,072 plans): $132,676
avg assets per participant

The Habegger Corporation 401(k) Profit Sharing Plan and Trust reported net income rose from -$9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
The Habegger Corporation 401(k) Profit Sharing Plan and Trust reported participants rose from 456 in the plan year 2022 filing to 554 in the plan year 2023 filing.
The Habegger Corporation 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $63M in the plan year 2022 filing to $74M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Ohio

Industry

Wholesale Trade

The Habegger Corporation 401(k) Profit Sharing Plan and Trust vs the 2023 asset distribution

By assets, The Habegger Corporation 401(k) Profit Sharing Plan and Trust outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$63M
Net Assets (End of Year)	$73M
Net Income	$11M
Employer EIN	311225518
Plan Effective Date	1970-10-31
Filing Status	FILING RECEIVED

Sponsor Plan History (The Habegger Corporation)

Total plan assets by year, all The Habegger Corporation plans on file

Year	Plans	Participants	Total Assets
2022	1	456	$63M
2023	1	554	$74M
2024	1	627	$82M

Nearby 401(k) Plans in Ohio

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

The Habegger Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare The Habegger Corporation 401(k) Profit S… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Habegger Corporation 401(k) Profit Sharing Plan and Trust by total assets, not by location.

Worldwide Flight Services, Inc. 401(k) Plan (TX) $74M · 15,192
Community Veterinary Partners 401(k) Plan (PA) $74M · 2,744
Smarsh 401(k) Plan (OR) $73M · 665
Kamin LLC Employee Savings Plan (GA) $74M · 733

Frequently Asked Questions

How did The Habegger Corporation 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼

The Habegger Corporation 401(k) Profit Sharing Plan and Trust grew sharply - up 17.5% during 2023, from $63M to $74M. Reported net income was $11M.

How have The Habegger Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Habegger Corporation's sponsor-wide assets grew 30.3%, from $63M to $82M.

Where does The Habegger Corporation 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼

The Habegger Corporation 401(k) Profit Sharing Plan and Trust 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 The Habegger Corporation 401(k) Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Worldwide Flight Services, Inc. 401(k) Plan in TX ($74M, 15,192 participants).

Next read for The Habegger Corporation 401(k) Profit S…

Scale reading

Ways to act on The Habegger Corporation 401(k) Profit Sharing Plan and Trust's numbers.

By total assets, The Habegger Corporation 401(k) Profit Sharing Plan and Trust 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 Ohio. Compare plans
The Habegger Corporation's sponsor-wide assets have grown 30.3% 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 311225518.