401(k) · DOL Form 5500 · 2024
The Haddad Organization, Ltd. 401(k) Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 488
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $119,192
- Avg per participant Near avg balance/head
Official DOL plan name: The Haddad Organization, Ltd. 401(k) Profit Sharing Plan · Sponsored by The Haddad Organization, Ltd. · New Jersey · Wholesale Trade
$58M in assets, 488 participants
The Haddad Organization, Ltd.'s The Haddad Organization, Ltd. 401(k) Profit Sharing Plan reported $58M in total assets and 488 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #5,296 in Wholesale Trade (6,080 peers)
Where The Haddad Organization, Ltd. 401(k) Profit Sharing Plan sits by assets
The Haddad Organization, Ltd. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $58M for 488 participants (~$119,192/participant), up 20.8% in 2024.
- #5,296
- in Wholesale Trade (6,080 peers)
- +20.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Haddad Organization, Ltd. 401(k) Profit Sharing Plan's outsized position by total assets
The Haddad Organization, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,165,742 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Haddad Organization, Ltd. 401(k) 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. The Haddad Organization, Ltd. 401(k) Profit Sharing Plan sits mid-pack in the medium band (488 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Haddad Organization, Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $48M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- The Haddad Organization, Ltd. 401(k) Profit Sharing Plan reported participants rose from 439 in the plan year 2023 filing to 488 in the plan year 2024 filing.
- The Haddad Organization, Ltd. 401(k) Profit Sharing Plan reported net income rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 132856820 · The Haddad Organization, Ltd. PY 2024 · 401(k)
The Haddad Organization, Ltd. 401(k) Profit Sharing Plan · $58M · 488 · 86th
- ASSETS $58M
- PCT 488
- EIN 86th
- RANK 401(k)
- PHOTO near Nordic Group of Companies, Ltd. Employees' 401(k) Savings and
- IND ind #5296
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 Jersey →
The Haddad Organization, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $10M |
| Employer EIN | 132856820 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Haddad Organization, Ltd.)
Sponsor-wide plan assets over time
All The Haddad Organization, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 51.66415421657996% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 419 | $38M |
| 2023 | 1 | 439 | $48M |
| 2024 | 1 | 488 | $58M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
The Haddad Organization, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Nordic Group of Companies, Ltd. Employees' 401(k) Savings and in WI ($58M); by covered participants it is Avanquest North America LLC. Retirement Plan in CA (488 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (488 participants); asset peers above are excluded.
- Avanquest North America LLC. Retirement Plan (CA) 488 · 0 off
- Co-Op 401(k) Plan (MN) 488 · 0 off
- The Shepherd 401(k) Plan (OH) 488 · 0 off
- Xp Power LLC Retirement Savings Plan (CA) 488 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.