401(k) · DOL Form 5500 · 2023

W. L. Halsey Grocery Co., Inc. (D/B/a Food Service 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
153
Participants Small participant base
54th
Percentile by assets National rank
$51,843
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Halsey Grocery 401(k) Plan · Sponsored by W. L. Halsey Grocery Co., Inc. (D/B/a Food Service · Alabama · Retail Trade

$8M in assets, 153 participants

W. L. Halsey Grocery Co., Inc. (D/B/a Food Service's Halsey Grocery 401(k) Plan reported $8M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,384 in Retail Trade (8,414 peers)

Coverage in Alabama

Halsey Grocery 401(k) Plan covers 153 participants in Alabama, about 43% of the average Alabama filer (state average ~360 per filing). Assets: $8M.

#5,384
in Retail Trade (8,414 peers)
+18.5%
assets growth YoY

Halsey Grocery 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Halsey Grocery 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,932,026 Top 46% higher than 54% of 127,068 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 2023

Halsey Grocery 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Halsey Grocery 401(k) Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Halsey Grocery 401(k) Plan reported net income rose from -$507K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Halsey Grocery 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Halsey Grocery 401(k) Plan reported participants rose from 150 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 680092300 · W. L. Halsey Grocery Co., Inc. (D/B/a Food Service PY 2023 · 401(k)

Halsey Grocery 401(k) Plan · $8M · 153 · 54th

  • TYPE $8M
  • NET 153
  • BOOK 54th
  • VS-ST 401(k)
  • BOY near Afc Materials Group 401(k) Profit Sharing Plan and Trust
  • SCH ind #5384

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 Retail Trade retirement plans → · Plans in Alabama →

Halsey Grocery 401(k) Plan in the asset neighbourhood

Halsey Grocery 401(k) Plan$8MAfc Materials Group 401(k) Profit Sharing Plan and TrustAfc Materials Group 401(k) P…$8MMaverick Aviation Group, LLC 401(k) Savings PlanMaverick Aviation Group, LLC…$8MGarland Manufacturing Co. 401(k) Profit Sharing PlanGarland Manufacturing Co. 40…$8MKey Lakes Savings Plan for Represented EmployeesKey Lakes Savings Plan for R…$8M
End-of-year total assets ($M) among Halsey Grocery 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN680092300
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W. L. Halsey Grocery Co., Inc. (D/B/a Food Service)

Sponsor-wide plan assets over time

All W. L. Halsey Grocery Co., Inc. (D/B/a Food Service plans reported in each filing year

Latest sponsor-wide plan assets
$9M 32.999642725168684% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.69M $8.9M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 150 $7M
2023 1 153 $8M
2024 1 160 $9M

Nearby 401(k) Plans in Alabama

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

Halsey Grocery 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Halsey Grocery 401(k) Plan, Total assets ($B): 0.007932026 · Participants: 153Halsey Grocery 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Halsey Grocery 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Halsey Grocery 401(k) Plan side-by-side with 3 peers →

Halsey Grocery 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Afc Materials Group 401(k) Profit Sharing Plan and Trust in IL ($8M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Halsey Grocery 401(k) Plan assets move in 2023? ▼
Halsey Grocery 401(k) Plan grew sharply - up 18.5% during 2023, from $7M to $8M. Reported net income was $1M.
How have W. L. Halsey Grocery Co., Inc. (D/B/a Food Service plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W. L. Halsey Grocery Co., Inc. (D/B/a Food Service's sponsor-wide assets grew 33.0%, from $7M to $9M.
Which 401(k) plans are similar in size to Halsey Grocery 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Afc Materials Group 401(k) Profit Sharing Plan and Trust in IL ($8M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Halsey Grocery 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680092300.

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.