401(k) · DOL Form 5500 · 2023

Halogen Valve Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
25th
Percentile by assets National rank
$145,441
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Halogen Valve Systems, Inc. 401(k) Plan · Sponsored by Halogen Valve Systems, Inc. · California · Manufacturing

$1M in assets, 8 participants

Halogen Valve Systems, Inc.'s Halogen Valve Systems, Inc. 401(k) Plan reported $1M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,072 in Manufacturing (18,722 peers)

Halogen Valve Systems, Inc. multi-year trail

Halogen Valve Systems, Inc.'s plans moved +66.8% in assets from 2022 to 2024; this filing shows Halogen Valve Systems, Inc. 401(k) Plan at $1M / 8 participants.

#2,072
in Manufacturing (18,722 peers)
+33.5%
assets growth YoY

Halogen Valve Systems, Inc. 401(k) Plan among the smaller filed plans by assets

Halogen Valve Systems, Inc. 401(k) Plan vs every filed plan by assets

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

$1,163,524 25th percentile higher than 25% 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

Halogen Valve Systems, Inc. 401(k) 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. Halogen Valve Systems, Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Halogen Valve Systems, Inc. 401(k) Plan reported net income rose from -$110K in the plan year 2022 filing to $292K in the plan year 2023 filing.
  • Halogen Valve Systems, Inc. 401(k) Plan end-of-year assets rose from $872K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330669371 · Halogen Valve Systems, Inc. PY 2023 · 401(k)

Halogen Valve Systems, Inc. 401(k) Plan · $1M · 8 · 25th

  • RANK $1M
  • PHOTO 8
  • IND 25th
  • EOY 401(k)
  • 5500 near Alexis Management Inc 401(k) Plan
  • ASSETS ind #2072

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 California →

Halogen Valve Systems, Inc. 401(k) Plan in the asset neighbourhood

Halogen Valve Systems, Inc. 401(k) PlanHalogen Valve Systems, Inc. …$1MAlexis Management Inc 401(k) PlanAlexis Management Inc 401(k)…$1MPerma Group, Inc. 401(k) Profit Sharing PlanPerma Group, Inc. 401(k) Pro…$1MGrupo Reinhold Retirement PlanGrupo Reinhold Retirement Pl…$1MEco Express Industries, Inc. 401(k) PlanEco Express Industries, Inc.…$1M
End-of-year total assets ($M) among Halogen Valve Systems, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Halogen Valve Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Halogen Valve Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 66.77516656474484% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.87M $1.45M ▲ +66.7%
Year Plans Participants Total Assets
2022 1 8 $872K
2023 1 8 $1M
2024 1 8 $1M

Halogen Valve Systems, Inc. filing trail (2023)

Total Assets (Beginning of Year)$872K
Net Assets (End of Year)$1M
Net Income$292K
Employer EIN330669371
Plan Effective Date2006-08-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Halogen Valve Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Halogen Valve Systems, Inc. 401(k) Plan, Total assets ($B): 0.001163524 · Participants: 8Halogen Valve Systems, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Halogen Valve Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Halogen Valve Systems, Inc. 401(k) Plan side-by-side with 3 peers →

Halogen Valve Systems, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Alexis Management Inc 401(k) Plan in GA ($1M); by covered participants it is Culshaw & Company LLC Employee Savings Plan in OR (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Halogen Valve Systems, Inc. 401(k) Plan assets move in 2023? ▼
Halogen Valve Systems, Inc. 401(k) Plan surged - up 33.5% during 2023, from $872K to $1M. Reported net income was $292K.
How have Halogen Valve Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halogen Valve Systems, Inc.'s sponsor-wide assets grew 66.8%, from $872K to $1M.
Where does Halogen Valve Systems, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Halogen Valve Systems, Inc. 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Halogen Valve Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alexis Management Inc 401(k) Plan in GA ($1M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Halogen Valve Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culshaw & Company LLC Employee Savings Plan in OR (8 participants, $2M 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 330669371.

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.