401(k) · DOL Form 5500 · 2024

The Habegger Corporation 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
627
Participants Below avg headcount
89th
Percentile by assets National rank
$130,013
Avg per participant Near avg balance/head
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Official DOL plan name: The Habegger Corporation 401(k) Profit Sharing Plan and Trust · Sponsored by The Habegger Corporation · Ohio · Wholesale Trade

$82M in assets, 627 participants

The Habegger Corporation's The Habegger Corporation 401(k) Profit Sharing Plan and Trust reported $82M in total assets and 627 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #5,503 in Wholesale Trade (6,080 peers)

Where The Habegger Corporation 401(k) Profit Sharing Plan and Trust sits by assets

The Habegger Corporation 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $82M for 627 participants (~$130,013/participant), up 10.9% in 2024.

#5,503
in Wholesale Trade (6,080 peers)
+10.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The Habegger Corporation 401(k) Profit Sharing Plan and Trust's outsized position by total assets

The Habegger Corporation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$81,517,913 Top 11% higher than 89% 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

The Habegger Corporation 401(k) Profit Sharing Plan and Trust 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. The Habegger Corporation 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (627 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Habegger Corporation 401(k) Profit Sharing Plan and Trust reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • The Habegger Corporation 401(k) Profit Sharing Plan and Trust reported participants rose from 554 in the plan year 2023 filing to 627 in the plan year 2024 filing.
  • The Habegger Corporation 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $74M in the plan year 2023 filing to $82M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 311225518 · The Habegger Corporation PY 2024 · 401(k)

The Habegger Corporation 401(k) Profit Sharing Plan and Trust · $82M · 627 · 89th

  • TYPE $82M
  • NET 627
  • BOOK 89th
  • VS-ST 401(k)
  • BOY near Prometric 401(k) Plan
  • SCH ind #5503

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 Ohio →

The Habegger Corporation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Wisk Aero LLC 401(k) Plan$82MGenuine Cable Group 401(k) PlanGenuine Cable Group 401(k) P…$82MThe Habegger Corporation 401(k) Profit Sharing Plan and TrustThe Habegger Corporation 401…$82MAgc Biologics, Inc. 401(k) PlanAgc Biologics, Inc. 401(k) P…$82MPrometric 401(k) Plan$82M
End-of-year total assets ($M) among The Habegger Corporation 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$82M
Net Income$8M
Employer EIN311225518
Plan Effective Date1970-10-30
Filing StatusFILING RECEIVED

Sponsor Plan History (The Habegger Corporation)

Sponsor-wide plan assets over time

All The Habegger Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$82M 30.329566538696234% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $62.6M $81.5M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 456 $63M
2023 1 554 $74M
2024 1 627 $82M

Nearby 401(k) Plans in Ohio

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

The Habegger Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Habegger Corporation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.081517913 · Participants: 627The Habegger Corporation 401(k) Profit Sharing Plan and TrustGE 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
The Habegger Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Habegger Corporation 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

The Habegger Corporation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Prometric 401(k) Plan in MD ($82M); by covered participants it is Drmp, Inc. 401(k) & Profit Sharing Plan in FL (627 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (627 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 The Habegger Corporation 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
The Habegger Corporation 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 10.9% during 2024, from $74M to $82M. Reported net income was $8M.
How have The Habegger Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Habegger Corporation's sponsor-wide assets grew 30.3%, from $63M to $82M.
Where does The Habegger Corporation 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
The Habegger Corporation 401(k) Profit Sharing Plan and Trust ranks in the 89th 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 The Habegger Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Prometric 401(k) Plan in MD ($82M, 1,219 participants).
Which 401(k) plans cover a similar participant headcount to The Habegger Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Drmp, Inc. 401(k) & Profit Sharing Plan in FL (627 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 311225518.

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.