401(k) · DOL Form 5500 · 2023

The Haddad Organization, Ltd. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
439
Participants Below avg headcount
85th
Percentile by assets National rank
$109,715
Avg per participant Below avg balance/head
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Official DOL plan name: The Haddad Organization, Ltd. 401(k) Profit Sharing Plan · Sponsored by The Haddad Organization, Ltd. · New Jersey · Wholesale Trade

$48M in assets, 439 participants

The Haddad Organization, Ltd.'s The Haddad Organization, Ltd. 401(k) Profit Sharing Plan reported $48M in total assets and 439 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,443 in Wholesale Trade (6,309 peers)

Where The Haddad Organization, Ltd. 401(k) Profit Sharing Plan sits by assets

The Haddad Organization, Ltd. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $48M for 439 participants (~$109,715/participant), up 25.6% in 2023.

#5,443
in Wholesale Trade (6,309 peers)
+25.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Haddad Organization, Ltd. 401(k) Profit Sharing Plan's outsized position by total assets

The Haddad Organization, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$48,164,802 Top 15% higher than 85% 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 Haddad Organization, Ltd. 401(k) Profit Sharing 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. The Haddad Organization, Ltd. 401(k) Profit Sharing Plan sits mid-pack in the medium band (439 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Haddad Organization, Ltd. 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Haddad Organization, Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $38M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • The Haddad Organization, Ltd. 401(k) Profit Sharing Plan reported participants rose from 419 in the plan year 2022 filing to 439 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 132856820 · The Haddad Organization, Ltd. PY 2023 · 401(k)

The Haddad Organization, Ltd. 401(k) Profit Sharing Plan · $48M · 439 · 85th

  • BOY $48M
  • BOY 439
  • BOY 85th
  • BOY 401(k)
  • BOY near Fresh Mark, Inc. Savings Plan
  • BOY ind #5443

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 Jersey →

The Haddad Organization, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood

Veranex 401(k) Plan$48MThe Haddad Organization, Ltd. 401(k) Profit Sharing PlanThe Haddad Organization, Ltd…$48MFresh Mark, Inc. Savings Plan$48MMedix Staffing Solutions, Inc. 401(k) PlanMedix Staffing Solutions, In…$48MCardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings PlanCardiothoracic & Vascular Su…$48M
End-of-year total assets ($M) among The Haddad Organization, Ltd. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$48M
Net Income$10M
Employer EIN132856820
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Haddad Organization, Ltd.)

Sponsor-wide plan assets over time

All The Haddad Organization, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 51.66415421657996% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $38.4M $58.2M ▲ +51.7%
Year Plans Participants Total Assets
2022 1 419 $38M
2023 1 439 $48M
2024 1 488 $58M

Nearby 401(k) Plans in New Jersey

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

The Haddad Organization, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants The Haddad Organization, Ltd. 401(k) Profit Sharing Plan, Total assets ($B): 0.048164802 · Participants: 439The Haddad Organization, Ltd. 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
The Haddad Organization, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare The Haddad Organization, Ltd. 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Haddad Organization, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Fresh Mark, Inc. Savings Plan in OH ($48M); by covered participants it is Amerex Corporation 401(k) Savings Plan in AL (439 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (439 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 Haddad Organization, Ltd. 401(k) Profit Sharing Plan assets move in 2023? ▼
The Haddad Organization, Ltd. 401(k) Profit Sharing Plan grew sharply - up 25.6% during 2023, from $38M to $48M. Reported net income was $10M.
How have The Haddad Organization, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Haddad Organization, Ltd.'s sponsor-wide assets grew 51.7%, from $38M to $58M.
Where does The Haddad Organization, Ltd. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Haddad Organization, Ltd. 401(k) Profit Sharing Plan ranks in the 85th 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 Haddad Organization, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fresh Mark, Inc. Savings Plan in OH ($48M, 635 participants).
Which 401(k) plans cover a similar participant headcount to The Haddad Organization, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amerex Corporation 401(k) Savings Plan in AL (439 participants, $48M 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 132856820.

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.