401(k) · DOL Form 5500 · 2022

Hale Trailer Brake & Wheel, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
403
Participants Below avg headcount
82nd
Percentile by assets National rank
$68,657
Avg per participant Below avg balance/head
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Official DOL plan name: Hale Trailer Brake & Wheel, Inc. 401(k) Plan · Sponsored by Hale Trailer Brake & Wheel, Inc. · New Jersey · Manufacturing

$28M in assets, 403 participants

Hale Trailer Brake & Wheel, Inc.'s Hale Trailer Brake & Wheel, Inc. 401(k) Plan reported $28M in total assets and 403 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #15,281 in Manufacturing (20,602 peers)

Coverage in New Jersey

Hale Trailer Brake & Wheel, Inc. 401(k) Plan covers 403 participants in New Jersey, about 48% of the average New Jersey filer (state average ~844 per filing). Assets: $28M.

#15,281
in Manufacturing (20,602 peers)
-12.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hale Trailer Brake & Wheel, Inc. 401(k) Plan's outsized position by total assets

Hale Trailer Brake & Wheel, Inc. 401(k) Plan vs every filed plan by assets

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

$27,668,670 Top 18% higher than 82% 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

Hale Trailer Brake & Wheel, Inc. 401(k) 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. Hale Trailer Brake & Wheel, Inc. 401(k) Plan sits mid-pack in the medium band (403 participants).

Form 5500 schedule snapshot

Filing strip 231622629 · Hale Trailer Brake & Wheel, Inc. PY 2022 · 401(k)

Hale Trailer Brake & Wheel, Inc. 401(k) Plan · $28M · 403 · 82nd

  • SCH $28M
  • EBSA 403
  • PART 82nd
  • TYPE 401(k)
  • NET near The John R. Mcadams Company, Inc. Salary Savings Plan
  • BOOK ind #15281

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 New Jersey →

Hale Trailer Brake & Wheel, Inc. 401(k) Plan in the asset neighbourhood

Hale Trailer Brake & Wheel, Inc. 401(k) PlanHale Trailer Brake & Wheel, …$28MThe John R. Mcadams Company, Inc. Salary Savings PlanThe John R. Mcadams Company,…$28MAtradius Trade Credit Insurance 401(k) and Retirement PlanAtradius Trade Credit Insura…$28MAssociated Anesthesiologists Medical Group, P.C. 401 (K) Profit Sharing PlanAssociated Anesthesiologists…$28MMarquette Associates, Inc. Employees' Savings & Retirement PlanMarquette Associates, Inc. E…$28M
End-of-year total assets ($M) among Hale Trailer Brake & Wheel, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$27M
Net Income-$4M
Employer EIN231622629
Plan Effective Date1986-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Hale Trailer Brake & Wheel, Inc.)

Sponsor-wide plan assets over time

All Hale Trailer Brake & Wheel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 31.18487083043746% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.7M $36.3M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 403 $28M
2023 1 397 $33M
2024 1 484 $36M

Nearby 401(k) Plans in New Jersey

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

Hale Trailer Brake & Wheel, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Hale Trailer Brake & Wheel, Inc. 401(k) Plan, Total assets ($B): 0.02766867 · Participants: 403Hale Trailer Brake & Wheel, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Hale Trailer Brake & Wheel, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Hale Trailer Brake & Wheel, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is The John R. Mcadams Company, Inc. Salary Savings Plan in NC ($28M); by covered participants it is Natural History Museum Foundation Retirement Plan in CA (403 participants). Same-state nearby plans are listed separately above.

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 Hale Trailer Brake & Wheel, Inc. 401(k) Plan assets move in 2022?
Hale Trailer Brake & Wheel, Inc. 401(k) Plan pulled back noticeably - down 12.6% during 2022, from $32M to $28M. Reported net income was -$4M.
How have Hale Trailer Brake & Wheel, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hale Trailer Brake & Wheel, Inc.'s sponsor-wide assets grew 31.2%, from $28M to $36M.
Where does Hale Trailer Brake & Wheel, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Hale Trailer Brake & Wheel, Inc. 401(k) Plan ranks in the 82nd 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 Hale Trailer Brake & Wheel, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is The John R. Mcadams Company, Inc. Salary Savings Plan in NC ($28M, 377 participants).
Which 401(k) plans cover a similar participant headcount to Hale Trailer Brake & Wheel, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Natural History Museum Foundation Retirement Plan in CA (403 participants, $39M in assets).