401(k) · DOL Form 5500 · 2023

Carmel Halcyon Corp. 401(k) Plan

Data updated 2026-08-25

$278K
Total assets Small plan by assets
9
Participants Small participant base
13th
Percentile by assets National rank
$30,865
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carmel Halcyon Retirement Plan · Sponsored by Carmel Halcyon Corp. · Arizona · Other Services

$278K in assets, 9 participants

Carmel Halcyon Corp.'s Carmel Halcyon Retirement Plan reported $278K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,237 in Other Services (7,857 peers)

Carmel Halcyon Corp. multi-year trail

Carmel Halcyon Corp.'s plans moved +67.5% in assets from 2022 to 2024; this filing shows Carmel Halcyon Retirement Plan at $278K / 9 participants.

#2,237
in Other Services (7,857 peers)
+67.8%
assets growth YoY

Carmel Halcyon Retirement Plan among the smaller filed plans by assets

Carmel Halcyon Retirement Plan vs every filed plan by assets

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

$277,782 13th percentile higher than 13% 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

Carmel Halcyon 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. Carmel Halcyon Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carmel Halcyon Retirement Plan reported net income rose from $32K in the plan year 2022 filing to $112K in the plan year 2023 filing.
  • Carmel Halcyon Retirement Plan end-of-year assets rose from $165K in the plan year 2022 filing to $278K in the plan year 2023 filing.
  • Carmel Halcyon Retirement Plan reported participants rose from 6 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 814063480 · Carmel Halcyon Corp. PY 2023 · 401(k)

Carmel Halcyon Retirement Plan · $278K · 9 · 13th

  • BOY $278K
  • SCH 9
  • EBSA 13th
  • PART 401(k)
  • TYPE near J2 Holdings, Inc. 401(k) Profit Sharing Plan
  • NET ind #2237

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 Other Services retirement plans → · Plans in Arizona →

Carmel Halcyon Retirement Plan in the asset neighbourhood

Carmel Halcyon Retirement PlanCarmel Halcyon Retirement Pl…$278KJ2 Holdings, Inc. 401(k) Profit Sharing PlanJ2 Holdings, Inc. 401(k) Pro…$278KTas Ventures, Inc. 401(k) PlanTas Ventures, Inc. 401(k) Pl…$278KDakota Veterinary Center 401(k) PlanDakota Veterinary Center 401…$278KMejerle Ventures, Inc. 401(k) Profit Sharing PlanMejerle Ventures, Inc. 401(k…$278K
End-of-year total assets ($M) among Carmel Halcyon Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carmel Halcyon Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Carmel Halcyon Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$277K 67.51382216985408% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M 202220232024 $0.17M $0.28M ▲ +64.7%
Year Plans Participants Total Assets
2022 1 6 $165K
2023 1 9 $278K
2024 1 N/A $277K

Carmel Halcyon Corp. filing trail (2023)

Total Assets (Beginning of Year)$165K
Net Assets (End of Year)$278K
Net Income$112K
Employer EIN814063480
Plan Effective Date2016-10-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Carmel Halcyon Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Carmel Halcyon Retirement Plan, Total assets ($B): 0.000277782 · Participants: 9Carmel Halcyon Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Carmel Halcyon Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Carmel Halcyon Retirement Plan side-by-side with 3 peers →

Carmel Halcyon Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is J2 Holdings, Inc. 401(k) Profit Sharing Plan in VA ($278K); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Carmel Halcyon Retirement Plan assets move in 2023? ▼
Carmel Halcyon Retirement Plan surged - up 67.8% during 2023, from $165K to $278K. Reported net income was $112K.
How have Carmel Halcyon Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carmel Halcyon Corp.'s sponsor-wide assets grew 67.5%, from $165K to $277K.
Where does Carmel Halcyon Retirement Plan rank by assets among Form 5500 filers? ▼
Carmel Halcyon Retirement Plan ranks in the 13th 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 401(k) plans are similar in size to Carmel Halcyon Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is J2 Holdings, Inc. 401(k) Profit Sharing Plan in VA ($278K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Carmel Halcyon Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 814063480.

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.