401(k) · DOL Form 5500 · 2023

The Habegger Corporation 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
554
Participants Below avg headcount
89th
Percentile by assets National rank
$132,676
Avg per participant Near avg balance/head
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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.

  • #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.

#5,720
in Wholesale Trade (6,309 peers)
+17.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The Habegger Corporation 401(k) Profit Sharing Plan and Trust's outsized position by total assets

The Habegger Corporation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$73,502,305 Top 11% higher than 89% 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

The Habegger Corporation 401(k) Profit Sharing Plan and Trust 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. The Habegger Corporation 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (554 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Published 5500 schedule card

Filing strip 311225518 · The Habegger Corporation PY 2023 · 401(k)

The Habegger Corporation 401(k) Profit Sharing Plan and Trust · $74M · 554 · 89th

  • EOY $74M
  • 5500 554
  • ASSETS 89th
  • PCT 401(k)
  • EIN near Worldwide Flight Services, Inc. 401(k) Plan
  • RANK ind #5720

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 Ohio →

The Habegger Corporation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Community Veterinary Partners 401(k) PlanCommunity Veterinary Partner…$74MKamin LLC Employee Savings PlanKamin LLC Employee Savings P…$74MThe Habegger Corporation 401(k) Profit Sharing Plan and TrustThe Habegger Corporation 401…$74MWorldwide Flight Services, Inc. 401(k) PlanWorldwide Flight Services, I…$74MSmarsh 401(k) Plan$73M
End-of-year total assets ($M) among The Habegger Corporation 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$73M
Net Income$11M
Employer EIN311225518
Plan Effective Date1970-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (The Habegger Corporation)

Sponsor-wide plan assets over time

All The Habegger Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$82M 30.329566538696234% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $62.6M $81.5M ▲ +30.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The Habegger Corporation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.073502305 · Participants: 554The Habegger Corporation 401(k) Profit Sharing Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Habegger Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Habegger Corporation 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

The Habegger Corporation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Worldwide Flight Services, Inc. 401(k) Plan in TX ($74M); by covered participants it is Morning Star Company 401(k) Profit Sharing Plan in CA (554 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

Similar participant headcount

Nearest other-state filings by covered participants (554 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 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).
Which 401(k) plans cover a similar participant headcount to The Habegger Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Morning Star Company 401(k) Profit Sharing Plan in CA (554 participants, $76M 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 311225518.

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.