401(k) · DOL Form 5500 · 2023

Halgene Watch, Ltd 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
41st
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: Halgene Watch, Ltd Retirement Plan · Sponsored by Halgene Watch, Ltd · New York · Wholesale Trade

$4M in assets, 2 participants

Halgene Watch, Ltd's Halgene Watch, Ltd Retirement Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,923 in Wholesale Trade (6,309 peers)

2023 asset change

Halgene Watch, Ltd Retirement Plan surged 103.3% in 2023 ($2M → $4M) for 2 participants.

#1,923
in Wholesale Trade (6,309 peers)
+103.3%
assets growth YoY

Halgene Watch, Ltd Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Halgene Watch, Ltd Retirement Plan vs every filed plan by assets

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

$4,261,429 41st percentile higher than 41% 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

Halgene Watch, Ltd Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Halgene Watch, Ltd Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Halgene Watch, Ltd Retirement Plan reported net income rose from $117K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Halgene Watch, Ltd Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133969778 · Halgene Watch, Ltd PY 2023 · 401(k)

Halgene Watch, Ltd Retirement Plan · $4M · 2 · 41st

  • ASSETS $4M
  • ASSETS 2
  • ASSETS 41st
  • ASSETS 401(k)
  • ASSETS near Yanke Energy, Inc. Profit Sharing and 401(k) Plan
  • ASSETS ind #1923

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 Wholesale Trade retirement plans → · Plans in New York →

Halgene Watch, Ltd Retirement Plan in the asset neighbourhood

Halgene Watch, Ltd Retirement PlanHalgene Watch, Ltd Retiremen…$4MYanke Energy, Inc. Profit Sharing and 401(k) PlanYanke Energy, Inc. Profit Sh…$4MAtc Retirement Plan$4MXceldyne, LLC Retirement Savings PlanXceldyne, LLC Retirement Sav…$4MSchneider & Mckinney, P.C. 401(k) Profit Sharing PlanSchneider & Mckinney, P.C. 4…$4M
End-of-year total assets ($M) among Halgene Watch, Ltd Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Halgene Watch, Ltd years around the 2023 move

Sponsor-wide plan assets over time

All Halgene Watch, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.2534786292442626% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M 202220232024 $4.48M $4.54M ▲ +1.3%
Year Plans Participants Total Assets
2022 2 4 $4M
2023 2 4 $5M
2024 1 2 $5M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN133969778
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Halgene Watch, Ltd Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Halgene Watch, Ltd Retirement Plan, Total assets ($B): 0.004261429 · Participants: 2Halgene Watch, Ltd Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Halgene Watch, Ltd Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Halgene Watch, Ltd Retirement Plan side-by-side with 3 peers →

Halgene Watch, Ltd Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Yanke Energy, Inc. Profit Sharing and 401(k) Plan in ID ($4M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Halgene Watch, Ltd Retirement Plan assets move in 2023? ▼
Halgene Watch, Ltd Retirement Plan surged - up 103.3% during 2023, from $2M to $4M. Reported net income was $2M.
How have Halgene Watch, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halgene Watch, Ltd's sponsor-wide assets grew 1.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Halgene Watch, Ltd Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yanke Energy, Inc. Profit Sharing and 401(k) Plan in ID ($4M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Halgene Watch, Ltd Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 133969778.

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.