401(k) · DOL Form 5500 · 2024

Haug Partners LLP 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
85
Participants Small participant base
85th
Percentile by assets National rank
$642,263
Avg per participant High balance/head
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Official DOL plan name: Haug Partners LLP 401(k) Plan · Sponsored by Haug Partners LLP · New York · Professional & Technical Services

$55M in assets, 85 participants

Haug Partners LLP's Haug Partners LLP 401(k) Plan reported $55M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,333 in Professional & Technical Services (20,173 peers)

Where Haug Partners LLP 401(k) Plan sits by assets

Haug Partners LLP 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 85 participants (~$642,263/participant), up 3.6% in 2024.

#17,333
in Professional & Technical Services (20,173 peers)
+3.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Haug Partners LLP 401(k) Plan's outsized position by total assets

Haug Partners LLP 401(k) Plan vs every filed plan by assets

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

$54,592,350 Top 15% higher than 85% 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

Haug Partners LLP 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haug Partners LLP 401(k) Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Haug Partners LLP 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Haug Partners LLP 401(k) Plan end-of-year assets rose from $53M in the plan year 2023 filing to $55M in the plan year 2024 filing.
  • Haug Partners LLP 401(k) Plan reported participants rose from 83 in the plan year 2023 filing to 85 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133963911 · Haug Partners LLP PY 2024 · 401(k)

Haug Partners LLP 401(k) Plan · $55M · 85 · 85th

  • NET $55M
  • BOOK 85
  • VS-ST 85th
  • BOY 401(k)
  • SCH near Buckeye Corrugated, Inc. 401(k) Plan and Trust
  • EBSA ind #17333

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 Professional & Technical Services retirement plans → · Plans in New York →

Haug Partners LLP 401(k) Plan in the asset neighbourhood

United Coal Company LLC 401(k) Savings PlanUnited Coal Company LLC 401(…$55MBuckeye Corrugated, Inc. 401(k) Plan and TrustBuckeye Corrugated, Inc. 401…$55MLee Kum Kee Employees' 401(k) Retirement PlanLee Kum Kee Employees' 401(k…$55MAvaap USA, LLC 401(k)$55MHaug Partners LLP 401(k) Plan$55M
End-of-year total assets ($M) among Haug Partners LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$55M
Net Income$2M
Employer EIN133963911
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haug Partners LLP)

Sponsor-wide plan assets over time

All Haug Partners LLP plans reported in each filing year

Latest sponsor-wide plan assets
$55M 22.098837650762036% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.7M $54.6M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 93 $45M
2023 1 83 $53M
2024 1 85 $55M

Nearby 401(k) Plans in New York

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

Haug Partners LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Haug Partners LLP 401(k) Plan, Total assets ($B): 0.05459235 · Participants: 85Haug Partners LLP 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Haug Partners LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Haug Partners LLP 401(k) Plan side-by-side with 3 peers →

Haug Partners LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Buckeye Corrugated, Inc. 401(k) Plan and Trust in OH ($55M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Haug Partners LLP 401(k) Plan assets move in 2024? ▼
Haug Partners LLP 401(k) Plan edged up modestly - up 3.6% during 2024, from $53M to $55M. Reported net income was $2M.
How have Haug Partners LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haug Partners LLP's sponsor-wide assets grew 22.1%, from $45M to $55M.
Where does Haug Partners LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Haug Partners LLP 401(k) Plan ranks in the 85th 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 Haug Partners LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buckeye Corrugated, Inc. 401(k) Plan and Trust in OH ($55M, 814 participants).
Which 401(k) plans cover a similar participant headcount to Haug Partners LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 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 133963911.

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.