Defined Benefit (Pension) · DOL Form 5500 · 2023

Halgene Watch, Ltd Pension Plan

Data updated 2026-08-25

$676K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$337,959
Avg per participant High balance/head
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Official DOL plan name: Halgene Watch Ltd. Cash Balance Plan · Sponsored by Halgene Watch, Ltd · New York · Wholesale Trade

$676K in assets, 2 participants

Halgene Watch, Ltd's Halgene Watch Ltd. Cash Balance Plan reported $676K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #685 in Wholesale Trade (6,309 peers)

2023 asset change

Halgene Watch Ltd. Cash Balance Plan contracted severely 71.6% in 2023 ($2M → $676K) for 2 participants.

#685
in Wholesale Trade (6,309 peers)
-71.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Halgene Watch Ltd. Cash Balance Plan among the smaller filed plans by assets

Halgene Watch Ltd. Cash Balance Plan vs every filed plan by assets

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

$675,917 20th percentile higher than 20% 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. Cash Balance 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. Cash Balance 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. Cash Balance Plan reported net income fell from $245K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Halgene Watch Ltd. Cash Balance Plan end-of-year assets fell from $2M in the plan year 2022 filing to $676K 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 · Defined Benefit (Pension)

Halgene Watch Ltd. Cash Balance Plan · $676K · 2 · 20th

  • PART $676K
  • TYPE 2
  • NET 20th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Philadelphia Council AFL-CIO Pension Plan
  • BOY ind #685

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. Cash Balance Plan in the asset neighbourhood

Halgene Watch Ltd. Cash Balance PlanHalgene Watch Ltd. Cash Bala…$676KPhiladelphia Council AFL-CIO Pension PlanPhiladelphia Council AFL-CIO…$677KCountry Select Catfish Pension Plan for Hourly EmployeesCountry Select Catfish Pensi…$680KR.P.S. Engineering, Inc. Retirement Plan & TrustR.P.S. Engineering, Inc. Ret…$682KGreenlee Retirement Plan for Employees in a Collective Bargaining UnitGreenlee Retirement Plan for…$684K
End-of-year total assets ($M) among Halgene Watch Ltd. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) 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)$676K
Net Income-$2M
Employer EIN133969778
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Halgene Watch Ltd. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Halgene Watch Ltd. Cash Balance Plan, Total assets ($B): 0.000675917 · Participants: 2Halgene Watch Ltd. Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Halgene Watch Ltd. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Halgene Watch Ltd. Cash Balance Plan side-by-side with 3 peers →

Halgene Watch Ltd. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Philadelphia Council AFL-CIO Pension Plan in PA ($677K); by covered participants it is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (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. Cash Balance Plan assets move in 2023? ▼
Halgene Watch Ltd. Cash Balance Plan contracted severely - down 71.6% during 2023, from $2M to $676K. 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.
Where does Halgene Watch Ltd. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Halgene Watch Ltd. Cash Balance Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Halgene Watch Ltd. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Philadelphia Council AFL-CIO Pension Plan in PA ($677K, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Halgene Watch Ltd. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants, $619K 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.