401(k) · DOL Form 5500 · 2024

Haaker Equipment Company 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
109
Participants Small participant base
62nd
Percentile by assets National rank
$123,625
Avg per participant Near avg balance/head
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Official DOL plan name: Haaker Equipment Company 401(k) Profit Sharing Plan · Sponsored by Haaker Equipment Company · California · Wholesale Trade

$13M in assets, 109 participants

Haaker Equipment Company's Haaker Equipment Company 401(k) Profit Sharing Plan reported $13M in total assets and 109 participants in its 2024 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.

  • #3,327 in Wholesale Trade (6,080 peers)

Coverage in California

Haaker Equipment Company 401(k) Profit Sharing Plan covers 109 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $13M.

#3,327
in Wholesale Trade (6,080 peers)
+27.7%
assets growth YoY

Haaker Equipment Company 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Haaker Equipment Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,475,086 Top 38% higher than 62% 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

Haaker Equipment Company 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haaker Equipment Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Haaker Equipment Company 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Haaker Equipment Company 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Haaker Equipment Company 401(k) Profit Sharing Plan reported participants fell from 132 in the plan year 2023 filing to 109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 952756064 · Haaker Equipment Company PY 2024 · 401(k)

Haaker Equipment Company 401(k) Profit Sharing Plan · $13M · 109 · 62nd

  • EIN $13M
  • EIN 109
  • EIN 62nd
  • EIN 401(k)
  • EIN near Smart Retirement Pep
  • EIN ind #3327

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 California →

Haaker Equipment Company 401(k) Profit Sharing Plan in the asset neighbourhood

Haaker Equipment Company 401(k) Profit Sharing PlanHaaker Equipment Company 401…$13MSmart Retirement Pep$13MThe Curtis Institute of Music Retirement PlanThe Curtis Institute of Musi…$13MLsu Foundation 401(k) Plan$13MBuckingham Management, LLC 401(k) PlanBuckingham Management, LLC 4…$13M
End-of-year total assets ($M) among Haaker Equipment Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN952756064
Plan Effective Date1980-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haaker Equipment Company)

Sponsor-wide plan assets over time

All Haaker Equipment Company plans reported in each filing year

Latest sponsor-wide plan assets
$13M 64.7823028727089% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.18M $13.5M ▲ +64.8%
Year Plans Participants Total Assets
2022 1 84 $8M
2023 1 132 $11M
2024 1 109 $13M

Nearby 401(k) Plans in California

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

Haaker Equipment Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Haaker Equipment Company 401(k) Profit Sharing Plan, Total assets ($B): 0.013475086 · Participants: 109Haaker Equipment Company 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Haaker Equipment Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Haaker Equipment Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Haaker Equipment Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Smart Retirement Pep in NY ($13M); by covered participants it is The Mcclone Agency, Inc. Savings and Retirement Plan in WI (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Haaker Equipment Company 401(k) Profit Sharing Plan assets move in 2024? ▼
Haaker Equipment Company 401(k) Profit Sharing Plan grew sharply - up 27.7% during 2024, from $11M to $13M. Reported net income was $3M.
How have Haaker Equipment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haaker Equipment Company's sponsor-wide assets grew 64.8%, from $8M to $13M.
Which 401(k) plans are similar in size to Haaker Equipment Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smart Retirement Pep in NY ($13M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Haaker Equipment Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcclone Agency, Inc. Savings and Retirement Plan in WI (109 participants, $11M 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 952756064.

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.