401(k) · DOL Form 5500 · 2024

Hartfield Titus and Donnelly L 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
53
Participants Small participant base
76th
Percentile by assets National rank
$536,340
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust · Sponsored by Hartfield Titus and Donnelly L · New Jersey · Finance & Insurance

$28M in assets, 53 participants

Hartfield Titus and Donnelly L's Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust reported $28M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,437 in Finance & Insurance (8,549 peers)

Where Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust sits by assets

Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $28M for 53 participants (~$536,340/participant), up 15.1% in 2024.

#5,437
in Finance & Insurance (8,549 peers)
+15.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$28,426,018 Top 24% higher than 76% of 123,620 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 2024

Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust is a small filing (53 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 223681421 · Hartfield Titus and Donnelly L PY 2024 · 401(k)

Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust · $28M · 53 · 76th

  • IND $28M
  • IND 53
  • IND 76th
  • IND 401(k)
  • IND near Staubli Corporation 401(k) Plan
  • IND ind #5437

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & TrustHartfield Titus and Donnelly…$28MStaubli Corporation 401(k) PlanStaubli Corporation 401(k) P…$28MThe Crosby Group Hourly Employees Investment-Plus PlanThe Crosby Group Hourly Empl…$28MGalco Industrial Electronics Salary Savings & Employees' Profit Sharing PlanGalco Industrial Electronics…$28MFrontwave Credit Union Retirement PlanFrontwave Credit Union Retir…$28M
End-of-year total assets ($M) among Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN223681421
Plan Effective Date1985-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.028426018 · Participants: 53Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Staubli Corporation 401(k) Plan in SC ($28M); by covered participants it is Belmont Day School, Corp 401(k) Plan in VA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust grew sharply - up 15.1% during 2024, from $25M to $28M. Reported net income was $4M.
Where does Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Staubli Corporation 401(k) Plan in SC ($28M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Hartfield Titus and Donnelly L 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Belmont Day School, Corp 401(k) Plan in VA (53 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 223681421.

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.