Department of Labor filing

HAAS AUTOMATION, INC.

HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

94filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$6,645

Reported employer contributions per active participant.

Higher than about 95% of comparable plans

#People in the filing

1,377

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$39 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 90% of comparable plans

↗Investment performance

Not available

Plan assets changed 15.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202494out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions95th percentileTypical peer $2,847 · based on 168 comparable plans

Lower reported administrative expense90th percentileTypical peer $131 · based on 169 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, HAAS AUTOMATION, INC. reported $9,150,000 in employer contributions across the plan and 1,377 active participants. That works out to $6,645 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy77%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 7.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 47.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context94/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $9,150,000
Participant contributions: $12,324,374
Other contributions: $722,842
Employer share of reported contributions: 42.6%
Beginning assets: $308,602,240
Ending assets: $356,055,075
Ending net assets: $356,055,075
Ending liabilities: Not reported
Total income: $60,980,702
Total expenses: $13,527,867
Administrative expenses: $68,131
Participant loans: $5,622,052

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$6,178

2023

$6,466

2024

$6,645

Plan-paid administrative expenses per participant

2022

$26

2023

$30

2024

$39

Active participants

2022

1,385

2023

1,361

2024

1,377

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$6,645	1,377	356.1M	20251015111536NAL0002200275001
2023	$6,466	1,361	308.6M	20241010183947NAL0041214018001
2022	$6,178	1,385	263.3M	20231003114950NAL0018538785001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 953883244-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1984
Industry: Industry group 333
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2G2J2R2S2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
CHARLES SCHWAB & CO. INC. AND AFFIL	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20251015111536NAL0002200275001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗