401(k) · DOL Form 5500 · 2024
Hartzell Industries, Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 260
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $78,287
- Avg per participant Below avg balance/head
Official DOL plan name: Hartzell Companies 401(k) Plan · Sponsored by Hartzell Industries, Inc. · Ohio · Manufacturing
$20M in assets, 260 participants
Hartzell Industries, Inc.'s Hartzell Companies 401(k) Plan reported $20M in total assets and 260 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #10,701 in Manufacturing (17,777 peers)
Coverage in Ohio
Hartzell Companies 401(k) Plan covers 260 participants in Ohio, about 34% of the average Ohio filer (state average ~765 per filing). Assets: $20M.
- #10,701
- in Manufacturing (17,777 peers)
- +3.3%
- assets growth YoY
Hartzell Companies 401(k) Plan's outsized position by total assets
Hartzell Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,354,588 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Hartzell Companies 401(k) 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. Hartzell Companies 401(k) Plan sits mid-pack in the medium band (260 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hartzell Companies 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $654K in the plan year 2024 filing.
- Hartzell Companies 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $20M in the plan year 2024 filing.
DOL schedule card
Filing strip 310674874 · Hartzell Industries, Inc. PY 2024 · 401(k)
Hartzell Companies 401(k) Plan · $20M · 260 · 71st
- BOY $20M
- BOY 260
- BOY 71st
- BOY 401(k)
- BOY near K Solv 401(k) Plan
- BOY ind #10701
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 Manufacturing retirement plans → · Plans in Ohio →
Hartzell Companies 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $654K |
| Employer EIN | 310674874 |
| Plan Effective Date | 1957-01-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hartzell Industries, Inc.)
Sponsor-wide plan assets over time
All Hartzell Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 14.887613876785604% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 223 | $18M |
| 2023 | 1 | 258 | $20M |
| 2024 | 1 | 260 | $20M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Hartzell Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is K Solv 401(k) Plan in TX ($20M); by covered participants it is Keystone Natural Holdings 401(k) Plan in PA (260 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- K Solv 401(k) Plan (TX) $20M · 304
- King Aerospace, Inc. 401(k) Plan (TX) $20M · 322
- C&a Service Inc. 401(k) Plan (NY) $20M · 203
- V & V Supremo Foods, Inc. 401(k) Plan (IL) $20M · 278
Similar participant headcount
Nearest other-state filings by covered participants (260 participants); asset peers above are excluded.
- Keystone Natural Holdings 401(k) Plan (PA) 260 · 0 off
- Froehling & Robertson, Inc. 401(k) Plan (VA) 260 · 0 off
- Tendercare Home Health Services Retirement Plan (IN) 260 · 0 off
- Vaxcyte 401(k) Plan (CA) 260 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.