401(k) · DOL Form 5500 · 2023

Hauser & Wirth, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
121
Participants Small participant base
62nd
Percentile by assets National rank
$97,775
Avg per participant Below avg balance/head
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Official DOL plan name: Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan · Sponsored by Hauser & Wirth, Inc. · New York · Retail Trade

$12M in assets, 121 participants

Hauser & Wirth, Inc.'s Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan reported $12M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,152 in Retail Trade (8,414 peers)

Coverage in New York

Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan covers 121 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $12M.

#6,152
in Retail Trade (8,414 peers)
+36.8%
assets growth YoY

Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$11,830,719 Top 38% higher than 62% 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

Hauser & Wirth, Inc. 401(k) and 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. Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan reported participants rose from 90 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 800147318 · Hauser & Wirth, Inc. PY 2023 · 401(k)

Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan · $12M · 121 · 62nd

  • IND $12M
  • EOY 121
  • 5500 62nd
  • ASSETS 401(k)
  • PCT near Blue-White Industries Retirement Savings Plan
  • EIN ind #6152

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 Retail Trade retirement plans → · Plans in New York →

Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Hauser & Wirth, Inc. 401(k) and Profit Sharing PlanHauser & Wirth, Inc. 401(k) …$12MBlue-White Industries Retirement Savings PlanBlue-White Industries Retire…$12MLoth Holdings, LLC Profit Sharing and 401(k) PlanLoth Holdings, LLC Profit Sh…$12MAzura Credit Union Capital Accumulation PlanAzura Credit Union Capital A…$12MStandard Utility Construction, Inc. 401(k) Profit Sharing PlanStandard Utility Constructio…$12M
End-of-year total assets ($M) among Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN800147318
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hauser & Wirth, Inc.)

Sponsor-wide plan assets over time

All Hauser & Wirth, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 84.35672413154924% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.65M $15.9M ▲ +84.3%
Year Plans Participants Total Assets
2022 1 90 $9M
2023 1 121 $12M
2024 1 153 $16M

Nearby 401(k) Plans in New York

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

Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.011830719 · Participants: 121Hauser & Wirth, Inc. 401(k) and Profit Sharing PlanIBM 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) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Blue-White Industries Retirement Savings Plan in CA ($12M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan assets move in 2023? ▼
Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan surged - up 36.8% during 2023, from $9M to $12M. Reported net income was $3M.
How have Hauser & Wirth, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hauser & Wirth, Inc.'s sponsor-wide assets grew 84.4%, from $9M to $16M.
Which 401(k) plans are similar in size to Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue-White Industries Retirement Savings Plan in CA ($12M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Hauser & Wirth, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants, N/A 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 800147318.

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.