401(k) · DOL Form 5500 · 2022

Tj Hale Company, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
65
Participants Small participant base
64th
Percentile by assets National rank
$147,662
Avg per participant Above avg balance/head
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Official DOL plan name: Tj Hale Company 401(k) Savings Plan · Sponsored by Tj Hale Company, LLC · Wisconsin · Manufacturing

$10M in assets, 65 participants

Tj Hale Company, LLC's Tj Hale Company 401(k) Savings Plan reported $10M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #10,530 in Manufacturing (20,602 peers)

Tj Hale Company, LLC multi-year trail

Tj Hale Company, LLC's plans moved +22.3% in assets from 2022 to 2024; this filing shows Tj Hale Company 401(k) Savings Plan at $10M / 65 participants.

#10,530
in Manufacturing (20,602 peers)
-22.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tj Hale Company 401(k) Savings Plan's mid-pack asset rank among Manufacturing and all filers

Tj Hale Company 401(k) Savings Plan vs every filed plan by assets

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

$9,598,038 Top 36% higher than 64% 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

Tj Hale Company 401(k) Savings 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. Tj Hale Company 401(k) Savings Plan is a small filing (65 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 463954205 · Tj Hale Company, LLC PY 2022 · 401(k)

Tj Hale Company 401(k) Savings Plan · $10M · 65 · 64th

  • PART $10M
  • TYPE 65
  • NET 64th
  • BOOK 401(k)
  • VS-ST near Victory Solutions, Inc. 401(k) Plan
  • BOY ind #10530

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 Manufacturing retirement plans → · Plans in Wisconsin →

Tj Hale Company 401(k) Savings Plan in the asset neighbourhood

Tj Hale Company 401(k) Savings PlanTj Hale Company 401(k) Savin…$10MVictory Solutions, Inc. 401(k) PlanVictory Solutions, Inc. 401(…$10MAps Medical Billing Savings PlanAps Medical Billing Savings …$10MClassical Charter School 401(k) PlanClassical Charter School 401…$10MChownow 401(k) Plan$10M
End-of-year total assets ($M) among Tj Hale Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tj Hale Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Tj Hale Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 22.265748479012064% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.6M $11.7M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 65 $10M
2023 1 85 $11M
2024 1 88 $12M

Tj Hale Company, LLC filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$3M
Employer EIN463954205
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Tj Hale Company 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Tj Hale Company 401(k) Savings Plan, Total assets ($B): 0.009598038 · Participants: 65Tj Hale Company 401(k) Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Tj Hale Company 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Tj Hale Company 401(k) Savings Plan side-by-side with 3 peers →

Tj Hale Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Victory Solutions, Inc. 401(k) Plan in AL ($10M); by covered participants it is Lwbj, LLP 401(k) Plan in IA (65 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Tj Hale Company 401(k) Savings Plan assets move in 2022? ▼
Tj Hale Company 401(k) Savings Plan declined sharply - down 22.8% during 2022, from $12M to $10M. Reported net income was -$3M.
How have Tj Hale Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tj Hale Company, LLC's sponsor-wide assets grew 22.3%, from $10M to $12M.
Which 401(k) plans are similar in size to Tj Hale Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Victory Solutions, Inc. 401(k) Plan in AL ($10M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Tj Hale Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lwbj, LLP 401(k) Plan in IA (65 participants, N/A 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 463954205.

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.