Defined Benefit (Pension) · DOL Form 5500 · 2022
Halgene Watch, Ltd Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Halgene Watch Ltd. Cash Balance Plan · Sponsored by Halgene Watch, Ltd · New York · Wholesale Trade
$2M in assets, 2 participants
Halgene Watch, Ltd's Halgene Watch Ltd. Cash Balance Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.
- #1,644 in Wholesale Trade (6,843 peers)
2022 asset change
Halgene Watch Ltd. Cash Balance Plan grew at a solid clip 11.5% in 2022 ($2M → $2M) for 2 participants.
- #1,644
- in Wholesale Trade (6,843 peers)
- +11.5%
- assets growth YoY
Halgene Watch Ltd. Cash Balance Plan's mid-pack asset rank among Wholesale Trade and all filers
Halgene Watch Ltd. Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,383,456 36th percentile higher than 36% 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
Halgene Watch Ltd. Cash Balance Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Halgene Watch Ltd. Cash Balance Plan is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 133969778 · Halgene Watch, Ltd PY 2022 · Defined Benefit (Pension)
Halgene Watch Ltd. Cash Balance Plan · $2M · 2 · 36th
- PCT $2M
- PCT 2
- PCT 36th
- PCT Defined Benefit (Pension)
- PCT near Leif L. Rogers, M.D., P.C. Defined Benefit Pension Plan
- PCT ind #1644
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 York →
Halgene Watch Ltd. Cash Balance Plan in the asset neighbourhood
Halgene Watch, Ltd years around the 2022 move
Sponsor-wide plan assets over time
All Halgene Watch, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 1.2534786292442626% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $4M |
| 2023 | 2 | 4 | $5M |
| 2024 | 1 | 2 | $5M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $245K |
| Employer EIN | 133969778 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Halgene Watch Ltd. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Leif L. Rogers, M.D., P.C. Defined Benefit Pension Plan in CA ($2M); by covered participants it is Herzer Financial Services Inc Defined Benefit Pension Plan in CA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.