401(k) · DOL Form 5500 · 2024

Haggerty Conglomerate, Inc. 401(k) Plan

Data updated 2026-08-25

$686K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$342,923
Avg per participant High balance/head
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Official DOL plan name: Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan · Sponsored by Haggerty Conglomerate, Inc. · Texas · Management of Enterprises

$686K in assets, 2 participants

Haggerty Conglomerate, Inc.'s Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan reported $686K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #156 in Management of Enterprises (1,133 peers)

Haggerty Conglomerate, Inc. multi-year trail

Haggerty Conglomerate, Inc.'s plans moved +16.0% in assets from 2022 to 2024; this filing shows Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan at $686K / 2 participants.

#156
in Management of Enterprises (1,133 peers)
+2.6%
assets growth YoY

Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$685,846 20th percentile higher than 20% 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

Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan reported net income fell from $77K in the plan year 2023 filing to $18K in the plan year 2024 filing.
  • Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan reported participants fell from 4 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $668K in the plan year 2023 filing to $686K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 832767701 · Haggerty Conglomerate, Inc. PY 2024 · 401(k)

Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan · $686K · 2 · 20th

  • EBSA $686K
  • EBSA 2
  • EBSA 20th
  • EBSA 401(k)
  • EBSA near Ttwl Inc. 401(k) Plan
  • EBSA ind #156

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 Management of Enterprises retirement plans → · Plans in Texas →

Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Haggerty Conglomerate, Inc. 401(k) Profit Sharing PlanHaggerty Conglomerate, Inc. …$686KTtwl Inc. 401(k) Plan$686KBonal Technologies, Inc. 401(k) Profit Sharing PlanBonal Technologies, Inc. 401…$686KFred Joseph's, Inc. 401(k) Profit Sharing PlanFred Joseph's, Inc. 401(k) P…$686KDrs. Boyer & Scheive, D.D.S., P.C. Profit Sharing PlanDrs. Boyer & Scheive, D.D.S.…$686K
End-of-year total assets ($M) among Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Haggerty Conglomerate, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Haggerty Conglomerate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$686K 15.990887766301986% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M 202220232024 $0.59M $0.69M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 4 $591K
2023 1 4 $668K
2024 1 2 $686K

Haggerty Conglomerate, Inc. filing trail (2024)

Total Assets (Beginning of Year)$668K
Net Assets (End of Year)$686K
Net Income$18K
Employer EIN832767701
Plan Effective Date2019-01-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000685846 · Participants: 2Haggerty Conglomerate, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Ttwl Inc. 401(k) Plan in MN ($686K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan edged up modestly - up 2.6% during 2024, from $668K to $686K. Reported net income was $18K.
How have Haggerty Conglomerate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haggerty Conglomerate, Inc.'s sponsor-wide assets grew 16.0%, from $591K to $686K.
Where does Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ttwl Inc. 401(k) Plan in MN ($686K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Haggerty Conglomerate, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 832767701.

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.