401(k) · DOL Form 5500 · 2022
Haldeman Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 68
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $102,045
- Avg per participant Below avg balance/head
Official DOL plan name: Haldeman Inc. 401(k) Plan · Sponsored by Haldeman Inc. · California · Wholesale Trade
$7M in assets, 68 participants
Haldeman Inc.'s Haldeman Inc. 401(k) Plan reported $7M in total assets and 68 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #3,210 in Wholesale Trade (6,843 peers)
Haldeman Inc. multi-year trail
Haldeman Inc.'s plans moved +30.3% in assets from 2022 to 2024; this filing shows Haldeman Inc. 401(k) Plan at $7M / 68 participants.
- #3,210
- in Wholesale Trade (6,843 peers)
- -15.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Haldeman Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Haldeman Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,939,064 Top 43% higher than 57% 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
Haldeman Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haldeman Inc. 401(k) Plan is a small filing (68 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 950803020 · Haldeman Inc. PY 2022 · 401(k)
Haldeman Inc. 401(k) Plan · $7M · 68 · 57th
- VS-ST $7M
- BOY 68
- SCH 57th
- EBSA 401(k)
- PART near Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust
- TYPE ind #3210
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 California →
Haldeman Inc. 401(k) Plan in the asset neighbourhood
Haldeman Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Haldeman Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 30.288523063052885% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 68 | $7M |
| 2023 | 1 | 61 | $7M |
| 2024 | 1 | 60 | $9M |
Haldeman Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 950803020 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Haldeman Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust in WI ($7M); by covered participants it is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Villa Maria Health and Rehabilitation 401(k) Profit Sharing Plan and Trust (WI) $7M · 233
- Ron Marhofer Chevrolet, Inc. Amended and Restated 401(k) Profit Sharing Plan (OH) $7M · 313
- Spartanburg Steel Products, Inc. Savings and Investment Plan (SC) $7M · 75
- American Louver Company Profit Sharing / 401(k) Plan (IL) $7M · 178
Similar participant headcount
Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.
- O.S.R. 401(k) Profit Sharing Plan (NJ) 68 · 0 off
- Asm 401(k) Plan (NY) 68 · 0 off
- Parkman Companies 401(k) Plan (MS) 68 · 0 off
- Adept Corporation 401(k) Profit Sharing Plan (PA) 68 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.