401(k)
2022 plan-year 401(k) DOL Form 5500

HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

HALQUIST STONE COMPANY, INC.

This 401(k) plan holds $24M in total assets and serves 261 participants as of 2022. It is sponsored by HALQUIST STONE COMPANY, INC. in Wisconsin. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$24M
Participants
261
State
Industry
Mining & Oil Extraction

What the Filing Says About HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN

HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by HALQUIST STONE COMPANY, INC., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $24M in total end-of-year assets and covers 261 participants across the Mining & Oil Extraction industry. The sponsor's EIN on file with the U.S. Department of Labor is 391139607, and the plan has been effective since 1997-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $29M at the beginning of 2022 to $24M at year-end — a decline of 19.0%. Net assets (after liabilities) closed the year at $24M, with reported net income of $-3,255,483 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$29M
Total Assets (End of Year)$24M
Net Assets (End of Year)$24M
Net Income$-3,255,483
Plan Type401(k)
Employer EIN391139607
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HALQUIST STONE COMPANY, INC.)

Year Plans Participants Total Assets
2022 1 261 $24M
2023 1 288 $29M
2024 1 257 $32M

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Frequently Asked Questions

How much money is in the HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN?
As of the 2022 Form 5500 filing, HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN holds $24M in total assets with 261 participants. It is sponsored by HALQUIST STONE COMPANY, INC..
What type of plan is HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN?
HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 1997-04-01. The plan is filed with the U.S. Department of Labor under EIN 391139607.
Who sponsors the HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN?
HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN is sponsored by HALQUIST STONE COMPANY, INC., located in Wisconsin. The sponsor's EIN is 391139607 and the plan operates in the Mining & Oil Extraction industry.
How did HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN perform in 2022?
HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN declined by 19.0% during 2022, moving from $29M to $24M in total assets. Net income was $-3,255,483.
Where can I find official filings for HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN?
Official Form 5500 filings for HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391139607 or plan name at efast.dol.gov.
How does HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN compare to other plans?
You can compare HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 391139607.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.