401(k) · DOL Form 5500 · 2022

Hallkeen Management, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
957
Participants Near avg headcount
77th
Percentile by assets National rank
$20,879
Avg per participant Low balance/head
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Official DOL plan name: Hallkeen Management, Inc. 401(k) Retirement Plan · Sponsored by Hallkeen Management, Inc. · Massachusetts · Real Estate

$20M in assets, 957 participants

Hallkeen Management, Inc.'s Hallkeen Management, Inc. 401(k) Retirement Plan reported $20M in total assets and 957 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,529 in Real Estate (5,057 peers)

Where Hallkeen Management, Inc. 401(k) Retirement Plan sits by assets

Hallkeen Management, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $20M for 957 participants (~$20,879/participant), down 13.5% in 2022.

#4,529
in Real Estate (5,057 peers)
-13.5%
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.

Hallkeen Management, Inc. 401(k) Retirement Plan's outsized position by total assets

Hallkeen Management, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$19,980,735 Top 23% higher than 77% 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

Hallkeen Management, Inc. 401(k) Retirement 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. Hallkeen Management, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (957 participants).

DOL schedule card

Filing strip 043097814 · Hallkeen Management, Inc. PY 2022 · 401(k)

Hallkeen Management, Inc. 401(k) Retirement Plan · $20M · 957 · 77th

  • VS-ST $20M
  • BOY 957
  • SCH 77th
  • EBSA 401(k)
  • PART near Kerkering, Barberio & Co. 401(k) Plan
  • TYPE ind #4529

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 Real Estate retirement plans → · Plans in Massachusetts →

Hallkeen Management, Inc. 401(k) Retirement Plan in the asset neighbourhood

Hallkeen Management, Inc. 401(k) Retirement PlanHallkeen Management, Inc. 40…$20MKerkering, Barberio & Co. 401(k) PlanKerkering, Barberio & Co. 40…$20MOneworld 401(k) Plan$20MChas Roberts Air Conditioning, Inc. 401(k) PlanChas Roberts Air Conditionin…$20MScanlan Group 401(k) Plan$20M
End-of-year total assets ($M) among Hallkeen Management, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN043097814
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hallkeen Management, Inc.)

Sponsor-wide plan assets over time

All Hallkeen Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 36.111224136649625% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20M $27.2M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 957 $20M
2023 1 872 $24M
2024 1 1,015 $27M

Nearby 401(k) Plans in Massachusetts

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

Hallkeen Management, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Hallkeen Management, Inc. 401(k) Retirement Plan, Total assets ($B): 0.019980735 · Participants: 957Hallkeen Management, Inc. 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Hallkeen Management, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Hallkeen Management, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Hallkeen Management, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Kerkering, Barberio & Co. 401(k) Plan in FL ($20M); by covered participants it is New Century Energies, Inc Employee Investment Plan for Bargaining Unit Employees and Former Non-Bargaining Unit Employees in MN (957 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (957 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 Hallkeen Management, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Hallkeen Management, Inc. 401(k) Retirement Plan pulled back noticeably - down 13.5% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Hallkeen Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hallkeen Management, Inc.'s sponsor-wide assets grew 36.1%, from $20M to $27M.
Where does Hallkeen Management, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Hallkeen Management, Inc. 401(k) Retirement Plan ranks in the 77th 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 Hallkeen Management, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kerkering, Barberio & Co. 401(k) Plan in FL ($20M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Hallkeen Management, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is New Century Energies, Inc Employee Investment Plan for Bargaining Unit Employees and Former Non-Bargaining Unit Employees in MN (957 participants, $146M 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 043097814.

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.