401(k) · DOL Form 5500 · 2022

Hafele America Co. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
457
Participants Below avg headcount
86th
Percentile by assets National rank
$89,171
Avg per participant Below avg balance/head
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Official DOL plan name: Hafele America Co. Retirement Savings and Profit Sharing Plan · Sponsored by Hafele America Co. · North Carolina · Wholesale Trade

$41M in assets, 457 participants

Hafele America Co.'s Hafele America Co. Retirement Savings and Profit Sharing Plan reported $41M in total assets and 457 participants in its 2022 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.

  • #5,959 in Wholesale Trade (6,843 peers)

Where Hafele America Co. Retirement Savings and Profit Sharing Plan sits by assets

Hafele America Co. Retirement Savings and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $41M for 457 participants (~$89,171/participant), down 14.6% in 2022.

#5,959
in Wholesale Trade (6,843 peers)
-14.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hafele America Co. Retirement Savings and Profit Sharing Plan's outsized position by total assets

Hafele America Co. Retirement Savings and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$40,751,262 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Hafele America Co. Retirement Savings and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hafele America Co. Retirement Savings and Profit Sharing Plan sits mid-pack in the medium band (457 participants).

Form 5500 schedule snapshot

Filing strip 561952217 · Hafele America Co. PY 2022 · 401(k)

Hafele America Co. Retirement Savings and Profit Sharing Plan · $41M · 457 · 86th

  • PCT $41M
  • PCT 457
  • PCT 86th
  • PCT 401(k)
  • PCT near Costaff 401(k) Plan
  • PCT ind #5959

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 North Carolina →

Hafele America Co. Retirement Savings and Profit Sharing Plan in the asset neighbourhood

Hafele America Co. Retirement Savings and Profit Sharing PlanHafele America Co. Retiremen…$41MCostaff 401(k) Plan$41MBandai Namco 401(k) Plan 1$41MBandai Namco 401(k) Plan 1$41MSwitch, Ltd. 401(k) Plan$41M
End-of-year total assets ($M) among Hafele America Co. Retirement Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$41M
Net Income-$7M
Employer EIN561952217
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hafele America Co.)

Sponsor-wide plan assets over time

All Hafele America Co. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 30.30623935032981% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40.8M $53.1M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 457 $41M
2023 1 482 $49M
2024 1 487 $53M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hafele America Co. Retirement Savings and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Hafele America Co. Retirement Savings and Profit Sharing Plan, Total assets ($B): 0.040751262 · Participants: 457Hafele America Co. Retirement Savings and Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Hafele America Co. Retirement Savings and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Hafele America Co. Retirement Savings and Profit Sharing Plan side-by-side with 3 peers →

Hafele America Co. Retirement Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Costaff 401(k) Plan in MI ($41M); by covered participants it is Albert Kemperle, Inc. Retirement Trust in NY (457 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (457 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.

Frequently Asked Questions

How did Hafele America Co. Retirement Savings and Profit Sharing Plan assets move in 2022? ▼
Hafele America Co. Retirement Savings and Profit Sharing Plan pulled back noticeably - down 14.6% during 2022, from $48M to $41M. Reported net income was -$7M.
How have Hafele America Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hafele America Co.'s sponsor-wide assets grew 30.3%, from $41M to $53M.
Where does Hafele America Co. Retirement Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hafele America Co. Retirement Savings and Profit Sharing Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hafele America Co. Retirement Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Costaff 401(k) Plan in MI ($41M, 1,078 participants).
Which 401(k) plans cover a similar participant headcount to Hafele America Co. Retirement Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Albert Kemperle, Inc. Retirement Trust in NY (457 participants, $31M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561952217.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.