401(k) · DOL Form 5500 · 2024

Rob Haertel Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
40th
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: Rob Haertel 401(k) Profit Sharing Plan · Sponsored by Rob Haertel Inc · Utah · Finance & Insurance

$5M in assets, 2 participants

Rob Haertel Inc's Rob Haertel 401(k) Profit Sharing Plan reported $5M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,313 in Finance & Insurance (8,549 peers)

Rob Haertel Inc multi-year trail

Rob Haertel Inc's plans moved -62.8% in assets from 2022 to 2024; this filing shows Rob Haertel 401(k) Profit Sharing Plan at $5M / 2 participants.

#2,313
in Finance & Insurance (8,549 peers)
-65.4%
assets change YoY

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rob Haertel 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Rob Haertel 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,586,648 40th percentile higher than 40% 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

Rob Haertel 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. Rob Haertel 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

  • Rob Haertel 401(k) Profit Sharing Plan reported net income fell from $949K in the plan year 2023 filing to -$8M in the plan year 2024 filing.
  • Rob Haertel 401(k) Profit Sharing Plan end-of-year assets fell from $13M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Rob Haertel 401(k) Profit Sharing Plan reported participants fell from 4 in the plan year 2023 filing to 2 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 844233856 · Rob Haertel Inc PY 2024 · 401(k)

Rob Haertel 401(k) Profit Sharing Plan · $5M · 2 · 40th

  • PCT $5M
  • EIN 2
  • RANK 40th
  • PHOTO 401(k)
  • IND near Holcomb Law Group Profit Sharing Plan & Trust
  • EOY ind #2313

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 Utah →

Rob Haertel 401(k) Profit Sharing Plan in the asset neighbourhood

Rob Haertel 401(k) Profit Sharing PlanRob Haertel 401(k) Profit Sh…$5MHolcomb Law Group Profit Sharing Plan & TrustHolcomb Law Group Profit Sha…$5MAssistance in Recovery 401(k) PlanAssistance in Recovery 401(k…$5MKintronic Laboratories, Inc. Retirement PlanKintronic Laboratories, Inc.…$5MSweet Adelines International Corporation 401(k) PlanSweet Adelines International…$5M
End-of-year total assets ($M) among Rob Haertel 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rob Haertel Inc multi-year asset trail

Sponsor-wide plan assets over time

All Rob Haertel Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 62.759817300435714% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $12.3M $4.59M ▼ -62.7%
Year Plans Participants Total Assets
2022 1 4 $12M
2023 1 4 $13M
2024 1 2 $5M

Rob Haertel Inc filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$5M
Net Income-$8M
Employer EIN844233856
Plan Effective Date2020-07-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Rob Haertel 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Rob Haertel 401(k) Profit Sharing Plan, Total assets ($B): 0.004586648 · Participants: 2Rob Haertel 401(k) Profit Sharing PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Rob Haertel 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Rob Haertel 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rob Haertel 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Holcomb Law Group Profit Sharing Plan & Trust in MS ($5M); 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 Rob Haertel 401(k) Profit Sharing Plan assets move in 2024? ▼
Rob Haertel 401(k) Profit Sharing Plan contracted severely - down 65.4% during 2024, from $13M to $5M. Reported net income was -$8M.
How have Rob Haertel Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rob Haertel Inc's sponsor-wide assets declined 62.8%, from $12M to $5M.
Which 401(k) plans are similar in size to Rob Haertel 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holcomb Law Group Profit Sharing Plan & Trust in MS ($5M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Rob Haertel 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 844233856.

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.