401(k) · DOL Form 5500 · 2024

The Haddad Organization, Ltd. 401(k) Plan

Data updated 2026-08-11

$58M
Total assets: 488
Participants: 86th
Percentile by assets: $119,192
Avg per participant

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.

86th percentile by assets (of 123,622 plans)
#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.

$58M
total plan assets (2024 EOY): 488
covered participants: 86th
percentile by assets (of 123,622 plans): $119,192
avg assets per participant

Where The Haddad Organization, Ltd. 401(k) Profit Sharing Plan sits 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 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.

See the national 2023→2024 release diff →

State

New Jersey

Industry

Wholesale Trade

The Haddad Organization, Ltd. 401(k) Profit Sharing Plan vs the 2024 asset distribution

By assets, The Haddad Organization, Ltd. 401(k) Profit Sharing Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all The Haddad Organization, Ltd. plans on file

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.

The Haddad Organization, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

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

Compare The Haddad Organization, Ltd. 401(k) Pro… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Haddad Organization, Ltd. 401(k) Profit Sharing Plan by total assets, not by location.

Nordic Group of Companies, Ltd. Employees' 401(k) Savings and (WI) $58M · 801
Aabp 401(k) and Retirement Trust (NY) $58M · 46
Merchants Bonding Co. Mutual Savings Plan (IA) $58M · 231
Wilson Language Training Corporation 401(k) Retirement Plan (MA) $58M · 322

Frequently Asked Questions

How did The Haddad Organization, Ltd. 401(k) Profit Sharing Plan assets move in 2024? ▼

The Haddad Organization, Ltd. 401(k) Profit Sharing Plan grew sharply - up 20.8% during 2024, from $48M to $58M. Reported net income was $10M.

How have The Haddad Organization, Ltd. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Haddad Organization, Ltd.'s sponsor-wide assets grew 51.7%, from $38M to $58M.

Where does The Haddad Organization, Ltd. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

The Haddad Organization, Ltd. 401(k) Profit Sharing Plan ranks in the 86th 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 Haddad Organization, Ltd. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Nordic Group of Companies, Ltd. Employees' 401(k) Savings and in WI ($58M, 801 participants).

Next read for The Haddad Organization, Ltd. 401(k) Pro…

Scale reading

Ways to act on The Haddad Organization, Ltd. 401(k) Profit Sharing Plan's numbers.

By total assets, The Haddad Organization, Ltd. 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
The Haddad Organization, Ltd.'s sponsor-wide assets have grown 51.7% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 132856820.