401(k) · DOL Form 5500 · 2024

Haag-Streit USA, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
136
Participants Small participant base
70th
Percentile by assets National rank
$142,972
Avg per participant Near avg balance/head
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Official DOL plan name: Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan · Sponsored by Haag-Streit USA, Inc. · Ohio · Manufacturing

$19M in assets, 136 participants

Haag-Streit USA, Inc.'s Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan reported $19M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #10,499 in Manufacturing (17,777 peers)

Coverage in Ohio

Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan covers 136 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#10,499
in Manufacturing (17,777 peers)
+17.9%
assets growth YoY

Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan's outsized position by total assets

Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan vs every filed plan by assets

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

$19,444,158 Top 30% higher than 70% 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

Haag-Streit USA, Inc. Cash or Deferred 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. Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan reported net income rose from $962K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan reported participants fell from 166 in the plan year 2023 filing to 136 in the plan year 2024 filing.
  • Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 311209950 · Haag-Streit USA, Inc. PY 2024 · 401(k)

Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan · $19M · 136 · 70th

  • PART $19M
  • PART 136
  • PART 70th
  • PART 401(k)
  • PART near Home Franchise Concepts Retirement Savings Plan
  • PART ind #10499

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 →

Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan in the asset neighbourhood

New Palace Casino 401(k) Plan$19MBaker Manufacturing Company, LLC 401(k) Deferred Profit Sharing PlanBaker Manufacturing Company,…$19MHaag-Streit USA, Inc. Cash or Deferred Profit Sharing PlanHaag-Streit USA, Inc. Cash o…$19MHome Franchise Concepts Retirement Savings PlanHome Franchise Concepts Reti…$19MEms Linq Inc 401(k) Profit Sharing PlanEms Linq Inc 401(k) Profit S…$19M
End-of-year total assets ($M) among Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN311209950
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haag-Streit USA, Inc.)

Sponsor-wide plan assets over time

All Haag-Streit USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 25.23588938754261% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.5M $19.4M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 142 $16M
2023 1 166 $16M
2024 1 136 $19M

Nearby 401(k) Plans in Ohio

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

Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan, Total assets ($B): 0.019444158 · Participants: 136Haag-Streit USA, Inc. Cash or Deferred Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan side-by-side with 3 peers →

Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Home Franchise Concepts Retirement Savings Plan in CA ($19M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan assets move in 2024? ▼
Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan grew sharply - up 17.9% during 2024, from $16M to $19M. Reported net income was $3M.
How have Haag-Streit USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haag-Streit USA, Inc.'s sponsor-wide assets grew 25.2%, from $16M to $19M.
Which 401(k) plans are similar in size to Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Home Franchise Concepts Retirement Savings Plan in CA ($19M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Haag-Streit USA, Inc. Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M 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 311209950.

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.