401(k) · DOL Form 5500 · 2022

Halton Group Americas, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
430
Participants Below avg headcount
71st
Percentile by assets National rank
$31,503
Avg per participant Low balance/head
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Official DOL plan name: Halton Group Americas, Inc. 401(k) Plan · Sponsored by Halton Group Americas, Inc. · Kentucky · Manufacturing

$14M in assets, 430 participants

Halton Group Americas, Inc.'s Halton Group Americas, Inc. 401(k) Plan reported $14M in total assets and 430 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,305 in Manufacturing (20,602 peers)

Halton Group Americas, Inc. multi-year trail

Halton Group Americas, Inc.'s plans moved +57.1% in assets from 2022 to 2024; this filing shows Halton Group Americas, Inc. 401(k) Plan at $14M / 430 participants.

#12,305
in Manufacturing (20,602 peers)
-5.3%
assets change YoY

The plan reported a net loss of $762K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Halton Group Americas, Inc. 401(k) Plan's outsized position by total assets

Halton Group Americas, Inc. 401(k) Plan vs every filed plan by assets

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

$13,546,221 Top 29% higher than 71% 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

Halton Group Americas, 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. Halton Group Americas, Inc. 401(k) Plan sits mid-pack in the medium band (430 participants).

DOL schedule card

Filing strip 202371429 · Halton Group Americas, Inc. PY 2022 · 401(k)

Halton Group Americas, Inc. 401(k) Plan · $14M · 430 · 71st

  • PART $14M
  • TYPE 430
  • NET 71st
  • BOOK 401(k)
  • VS-ST near Bozicevic, Field & Francis Retirement Savings Plan
  • BOY ind #12305

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 Kentucky →

Halton Group Americas, Inc. 401(k) Plan in the asset neighbourhood

Halton Group Americas, Inc. 401(k) PlanHalton Group Americas, Inc. …$14MBozicevic, Field & Francis Retirement Savings PlanBozicevic, Field & Francis R…$14MIvek Corporation 401(k) Plan$14MBanks Construction Company Profit Sharing /401(k) PlanBanks Construction Company P…$14MSeamon, Whiteside and Associates, Inc. Profit Sharing 401(k) PlanSeamon, Whiteside and Associ…$14M
End-of-year total assets ($M) among Halton Group Americas, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Halton Group Americas, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Halton Group Americas, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 57.13852594018657% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.6M $21.3M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 430 $14M
2023 1 504 $18M
2024 1 458 $21M

Halton Group Americas, Inc. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income-$762K
Employer EIN202371429
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Halton Group Americas, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Halton Group Americas, Inc. 401(k) Plan, Total assets ($B): 0.013546221 · Participants: 430Halton Group Americas, Inc. 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Halton Group Americas, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Halton Group Americas, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Bozicevic, Field & Francis Retirement Savings Plan in CA ($14M); by covered participants it is Glencoe Regional Health Services 401(k) Retirement Plan in MN (430 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (430 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 Halton Group Americas, Inc. 401(k) Plan assets move in 2022?
Halton Group Americas, Inc. 401(k) Plan pulled back noticeably - down 5.3% during 2022, from $14M to $14M. Reported net income was -$762K.
How have Halton Group Americas, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Halton Group Americas, Inc.'s sponsor-wide assets grew 57.1%, from $14M to $21M.
Which 401(k) plans are similar in size to Halton Group Americas, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Bozicevic, Field & Francis Retirement Savings Plan in CA ($14M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Halton Group Americas, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Glencoe Regional Health Services 401(k) Retirement Plan in MN (430 participants, $50M in assets).