401(k) · DOL Form 5500 · 2022
Hal Leonard LLC 401(k) Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 359
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $131,548
- Avg per participant Near avg balance/head
Official DOL plan name: Hal Leonard LLC Deferred Compensation Profit Sharing Plan · Sponsored by Hal Leonard LLC · Wisconsin · Information & Media
$47M in assets, 359 participants
Hal Leonard LLC's Hal Leonard LLC Deferred Compensation Profit Sharing Plan reported $47M in total assets and 359 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #2,390 in Information & Media (2,911 peers)
Where Hal Leonard LLC Deferred Compensation Profit Sharing Plan sits by assets
Hal Leonard LLC Deferred Compensation Profit Sharing Plan sits in the top quartile of all filed plans by assets, $47M for 359 participants (~$131,548/participant), down 18.1% in 2022.
- #2,390
- in Information & Media (2,911 peers)
- -18.1%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hal Leonard LLC Deferred Compensation Profit Sharing Plan's outsized position by total assets
Hal Leonard LLC Deferred Compensation Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$47,225,898 Top 13% higher than 87% 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
Hal Leonard LLC Deferred Compensation 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. Hal Leonard LLC Deferred Compensation Profit Sharing Plan sits mid-pack in the medium band (359 participants).
EBSA filing schedule strip
Filing strip 391776304 · Hal Leonard LLC PY 2022 · 401(k)
Hal Leonard LLC Deferred Compensation Profit Sharing Plan · $47M · 359 · 87th
- PHOTO $47M
- PHOTO 359
- PHOTO 87th
- PHOTO 401(k)
- PHOTO near Clovis Oncology, Inc. 401(k) Plan
- PHOTO ind #2390
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 Information & Media retirement plans → · Plans in Wisconsin →
Hal Leonard LLC Deferred Compensation Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | -$10M |
| Employer EIN | 391776304 |
| Plan Effective Date | 1962-12-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hal Leonard LLC)
Sponsor-wide plan assets over time
All Hal Leonard LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 14.276581887336478% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 359 | $47M |
| 2023 | 1 | 368 | $50M |
| 2024 | 1 | 317 | $54M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Hal Leonard LLC Deferred Compensation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Clovis Oncology, Inc. 401(k) Plan in CO ($47M); by covered participants it is Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust in VA (359 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- Clovis Oncology, Inc. 401(k) Plan (CO) $47M · 278
- Encore Rehabilitation Services 401(k) Profit Sharing Plan (MI) $47M · 2,395
- Superior Air-Ground Ambulance Service, Inc. Profit Sharing 401(k) Plan (IL) $47M · 3,585
- Midrex 401(k) Plan (NC) $47M · 161
Similar participant headcount
Nearest other-state filings by covered participants (359 participants); asset peers above are excluded.
- Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust (VA) 359 · 0 off
- Calamos Profit Sharing 401(k) Plan (IL) 359 · 0 off
- Fetch Package 401(k) Plan (TX) 359 · 0 off
- Gulfspan Industrial, LLC 401(k) Retirement Plan (TX) 359 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.