Profit Sharing · DOL Form 5500 · 2022
Daniel C. Halvorson Profit Sharing Plan
Data updated 2026-08-25
- $348K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 15th
- Percentile by assets National rank
Official DOL plan name: Daniel C. Halvorson Profit Sharing Plan · Sponsored by Daniel C. Halvorson · Georgia · Professional & Technical Services
$348K in assets, N/A participants
Daniel C. Halvorson's Daniel C. Halvorson Profit Sharing Plan reported $348K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.
- #2,582 in Professional & Technical Services (21,562 peers)
2022 asset change
Daniel C. Halvorson Profit Sharing Plan contracted severely 49.8% in 2022 ($694K → $348K) for N/A participants.
- #2,582
- in Professional & Technical Services (21,562 peers)
- -49.8%
- assets change YoY
The plan reported a net loss of $346K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Daniel C. Halvorson Profit Sharing Plan among the smaller filed plans by assets
Daniel C. Halvorson Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$348,264 15th percentile higher than 15% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
EBSA filing schedule strip
Filing strip 550790920 · Daniel C. Halvorson PY 2022 · Profit Sharing
Daniel C. Halvorson Profit Sharing Plan · $348K · N/A · 15th
- PART $348K
- PART N/A
- PART 15th
- PART Profit Sharing
- PART near Jet & Ivy Inc. Retirement Plan
- PART ind #2582
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 Professional & Technical Services retirement plans → · Plans in Georgia →
Daniel C. Halvorson Profit Sharing Plan in the asset neighbourhood
Daniel C. Halvorson years around the 2022 move
Sponsor-wide plan assets over time
All Daniel C. Halvorson plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | N/A | $444K |
| 2023 | 2 | N/A | $250K |
| 2024 | 2 | N/A | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $694K |
|---|---|
| Net Assets (End of Year) | $348K |
| Net Income | -$346K |
| Employer EIN | 550790920 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Georgia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Emory University Retirement Plan $4.2B · 18,872
- Emory Healthcare, Inc. Retirement Savings and Matching Plan $2.1B · 21,075
- The Emory Clinic, Inc. Retirement Savings Plan $700M · 2,621
- Childrens Healthcare of Atlanta Growth Plan $288M · 11,691
- Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan $154M · 2,400
Daniel C. Halvorson Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets
Outside Georgia, the nearest Profit Sharing by end-of-year assets is Jet & Ivy Inc. Retirement Plan in FL at $348K (this filing: $348K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($348K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.