401(k) · DOL Form 5500 · 2022

Halquist Stone Company, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
261
Participants Below avg headcount
80th
Percentile by assets National rank
$90,625
Avg per participant Below avg balance/head
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Official DOL plan name: Halquist Stone Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Halquist Stone Company, Inc. · Wisconsin · Mining & Oil Extraction

$24M in assets, 261 participants

Halquist Stone Company, Inc.'s Halquist Stone Company, Inc. 401(k) Profit Sharing Plan reported $24M in total assets and 261 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #579 in Mining & Oil Extraction (892 peers)

Coverage in Wisconsin

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan covers 261 participants in Wisconsin, about 46% of the average Wisconsin filer (state average ~563 per filing). Assets: $24M.

#579
in Mining & Oil Extraction (892 peers)
-19.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$23,653,188 Top 20% higher than 80% 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

Halquist Stone Company, Inc. 401(k) 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. Halquist Stone Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (261 participants).

Published 5500 schedule card

Filing strip 391139607 · Halquist Stone Company, Inc. PY 2022 · 401(k)

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan · $24M · 261 · 80th

  • EBSA $24M
  • EBSA 261
  • EBSA 80th
  • EBSA 401(k)
  • EBSA near Beardsley Design Associates 401(k) Plan
  • EBSA ind #579

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 Mining & Oil Extraction retirement plans → · Plans in Wisconsin →

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Beardsley Design Associates 401(k) PlanBeardsley Design Associates …$24MBlack's Tire Service, Inc. 401(k) Retirement PlanBlack's Tire Service, Inc. 4…$24MHalquist Stone Company, Inc. 401(k) Profit Sharing PlanHalquist Stone Company, Inc.…$24MRobertshaw Controls Company 401(k) PlanRobertshaw Controls Company …$24MVirtex Enterprises 401(k) PlanVirtex Enterprises 401(k) Pl…$24M
End-of-year total assets ($M) among Halquist Stone Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

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

Sponsor Plan History (Halquist Stone Company, Inc.)

Sponsor-wide plan assets over time

All Halquist Stone Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 35.5784894619702% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.7M $32.1M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 261 $24M
2023 1 288 $29M
2024 1 257 $32M

Nearby 401(k) Plans in Wisconsin

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

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Halquist Stone Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.023653188 · Participants: 261Halquist Stone Company, Inc. 401(k) Profit Sharing 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
Halquist Stone Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Halquist Stone Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Beardsley Design Associates 401(k) Plan in NY ($24M); by covered participants it is Pioneer Holdings Profit Sharing Plan in KY (261 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (261 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 Halquist Stone Company, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Halquist Stone Company, Inc. 401(k) Profit Sharing Plan declined sharply - down 19.0% during 2022, from $29M to $24M. Reported net income was -$3M.
How have Halquist Stone Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halquist Stone Company, Inc.'s sponsor-wide assets grew 35.6%, from $24M to $32M.
Where does Halquist Stone Company, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Halquist Stone Company, Inc. 401(k) Profit Sharing Plan ranks in the 80th 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 Halquist Stone Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beardsley Design Associates 401(k) Plan in NY ($24M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Halquist Stone Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Holdings Profit Sharing Plan in KY (261 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 391139607.

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.