401(k) · DOL Form 5500 · 2024

Hartree Partners, LP 401(k) Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
302
Participants Below avg headcount
90th
Percentile by assets National rank
$315,202
Avg per participant High balance/head
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Official DOL plan name: Hartree Partners, LP Employees' Savings Plan · Sponsored by Hartree Partners, LP · New York · Wholesale Trade

$95M in assets, 302 participants

Hartree Partners, LP's Hartree Partners, LP Employees' Savings Plan reported $95M in total assets and 302 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,583 in Wholesale Trade (6,080 peers)

Coverage in New York

Hartree Partners, LP Employees' Savings Plan covers 302 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $95M.

#5,583
in Wholesale Trade (6,080 peers)
+25.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Hartree Partners, LP Employees' Savings Plan's outsized position by total assets

Hartree Partners, LP Employees' Savings Plan vs every filed plan by assets

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

$95,190,920 Top 10% higher than 90% 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

Hartree Partners, LP Employees' Savings 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. Hartree Partners, LP Employees' Savings Plan sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hartree Partners, LP Employees' Savings Plan end-of-year assets rose from $76M in the plan year 2023 filing to $95M in the plan year 2024 filing.
  • Hartree Partners, LP Employees' Savings Plan reported participants rose from 267 in the plan year 2023 filing to 302 in the plan year 2024 filing.
  • Hartree Partners, LP Employees' Savings Plan reported net income rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133937429 · Hartree Partners, LP PY 2024 · 401(k)

Hartree Partners, LP Employees' Savings Plan · $95M · 302 · 90th

  • NET $95M
  • NET 302
  • NET 90th
  • NET 401(k)
  • NET near Penn United Technologies, Inc. 401(k) Plan
  • NET ind #5583

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 New York →

Hartree Partners, LP Employees' Savings Plan in the asset neighbourhood

The Retirement Plan of Pricesmart, Inc.The Retirement Plan of Price…$95MThe Aafp 401(k) Plan$95MHartree Partners, LP Employees' Savings PlanHartree Partners, LP Employe…$95MPenn United Technologies, Inc. 401(k) PlanPenn United Technologies, In…$95MCampbell & Company 401(k) PlanCampbell & Company 401(k) Pl…$95M
End-of-year total assets ($M) among Hartree Partners, LP Employees' Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$95M
Net Income$20M
Employer EIN133937429
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hartree Partners, LP)

Sponsor-wide plan assets over time

All Hartree Partners, LP plans reported in each filing year

Latest sponsor-wide plan assets
$95M 64.31186909529886% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $57.9M $95.2M ▲ +64.3%
Year Plans Participants Total Assets
2022 1 232 $58M
2023 1 267 $76M
2024 1 302 $95M

Nearby 401(k) Plans in New York

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

Hartree Partners, LP Employees' Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hartree Partners, LP Employees' Savings Plan, Total assets ($B): 0.09519092 · Participants: 302Hartree Partners, LP Employees' Savings 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
Hartree Partners, LP Employees' Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hartree Partners, LP Employees' Savings Plan side-by-side with 3 peers →

Hartree Partners, LP Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Penn United Technologies, Inc. 401(k) Plan in PA ($95M); by covered participants it is Sunworks 401(k) Plan & Trust in DE (302 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($95M here).

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Hartree Partners, LP Employees' Savings Plan assets move in 2024? ▼
Hartree Partners, LP Employees' Savings Plan grew sharply - up 25.8% during 2024, from $76M to $95M. Reported net income was $20M.
How have Hartree Partners, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hartree Partners, LP's sponsor-wide assets grew 64.3%, from $58M to $95M.
Where does Hartree Partners, LP Employees' Savings Plan rank by assets among Form 5500 filers? ▼
Hartree Partners, LP Employees' Savings Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Hartree Partners, LP Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Penn United Technologies, Inc. 401(k) Plan in PA ($95M, 737 participants).
Which 401(k) plans cover a similar participant headcount to Hartree Partners, LP Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunworks 401(k) Plan & Trust in DE (302 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 133937429.

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.