401(k) · DOL Form 5500 · 2023

Haldeman Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 61
Participants Small participant base: 51st
Percentile by assets National rank: $113,387
Avg per participant Below avg balance/head

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Official DOL plan name: Haldeman Inc. 401(k) Plan · Sponsored by Haldeman Inc. · California · Wholesale Trade

$7M in assets, 61 participants

Haldeman Inc.'s Haldeman Inc. 401(k) Plan reported $7M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

#2,562 in Wholesale Trade (6,309 peers)

Haldeman Inc. multi-year trail

Haldeman Inc.'s plans moved +30.3% in assets from 2022 to 2024; this filing shows Haldeman Inc. 401(k) Plan at $7M / 61 participants.

#2,562
in Wholesale Trade (6,309 peers): -0.3%
assets change YoY

The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Haldeman Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Haldeman Inc. 401(k) Plan vs every filed plan by assets

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

$6,916,594 Top 49% higher than 51% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Haldeman Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haldeman Inc. 401(k) Plan is a small filing (61 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Haldeman Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to -$22K in the plan year 2023 filing.
Haldeman Inc. 401(k) Plan reported participants fell from 68 in the plan year 2022 filing to 61 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 950803020 · Haldeman Inc. PY 2023 · 401(k)

Haldeman Inc. 401(k) Plan · $7M · 61 · 51st

SCH $7M
SCH 61
SCH 51st
SCH 401(k)
SCH near Dowding Industries, Inc. 401(k) Profit-Sharing Plan
SCH ind #2562

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 California →

End-of-year total assets ($M) among Haldeman Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Haldeman Inc. multi-year asset trail

Latest sponsor-wide plan assets: $9M 30.288523063052885% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	68	$7M
2023	1	61	$7M
2024	1	60	$9M

Haldeman Inc. filing trail (2023)

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$7M
Net Income	-$22K
Employer EIN	950803020
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Haldeman Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Haldeman Inc. 401(k) Plan side-by-side with 3 peers →

Haldeman Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dowding Industries, Inc. 401(k) Profit-Sharing Plan in MI ($7M); by covered participants it is Trex Commercial Products 401(k) Plan and Trust in MN (61 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Dowding Industries, Inc. 401(k) Profit-Sharing Plan (MI) $7M · 185
Booster Enterprises, Inc. 401(k) Plan (GA) $7M · 493
North America Fuel Systems Remanufacturing, LLC 401(k) Plan (MI) $7M · 122
Fhc, Inc. 401(k) Plan (ME) $7M · 110

Similar participant headcount

Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.

Trex Commercial Products 401(k) Plan and Trust (MN) 61 · 0 off
Huron Community Bank 401(k) Plan (MI) 61 · 0 off
Service Caster Corporation 401(k) Profit Sharing Plan & Trust (PA) 61 · 0 off
Print Source Inc. 401(k) Profit Sharing Plan and Trust (OR) 61 · 0 off

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 Haldeman Inc. 401(k) Plan assets move in 2023? ▼

Haldeman Inc. 401(k) Plan held essentially flat - down 0.3% during 2023, from $7M to $7M. Reported net income was -$22K.

How have Haldeman Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Haldeman Inc.'s sponsor-wide assets grew 30.3%, from $7M to $9M.

Which 401(k) plans are similar in size to Haldeman Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Dowding Industries, Inc. 401(k) Profit-Sharing Plan in MI ($7M, 185 participants).

Which 401(k) plans cover a similar participant headcount to Haldeman Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Trex Commercial Products 401(k) Plan and Trust in MN (61 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 950803020.