401(k) · DOL Form 5500 · 2023

Halstead Contractors, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
30th
Percentile by assets National rank
$173,523
Avg per participant Above avg balance/head
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Official DOL plan name: Halstead Contractors, LLC 401(k) Plan · Sponsored by Halstead Contractors, LLC · Alabama · Construction

$2M in assets, 11 participants

Halstead Contractors, LLC's Halstead Contractors, LLC 401(k) Plan reported $2M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,508 in Construction (9,030 peers)

2023 asset change

Halstead Contractors, LLC 401(k) Plan grew sharply 28.5% in 2023 ($1M → $2M) for 11 participants.

#2,508
in Construction (9,030 peers)
+28.5%
assets growth YoY

Halstead Contractors, LLC 401(k) Plan among the smaller filed plans by assets

Halstead Contractors, LLC 401(k) Plan vs every filed plan by assets

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

$1,908,748 30th percentile higher than 30% 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

Halstead Contractors, LLC 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. Halstead Contractors, LLC 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Halstead Contractors, LLC 401(k) Plan reported net income rose from -$372K in the plan year 2022 filing to $423K in the plan year 2023 filing.
  • Halstead Contractors, LLC 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Halstead Contractors, LLC 401(k) Plan reported participants rose from 10 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 631215137 · Halstead Contractors, LLC PY 2023 · 401(k)

Halstead Contractors, LLC 401(k) Plan · $2M · 11 · 30th

  • BOOK $2M
  • VS-ST 11
  • BOY 30th
  • SCH 401(k)
  • EBSA near Employee Benefit Plan of the Children's Center of Hamden, Inc.
  • PART ind #2508

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 Construction retirement plans → · Plans in Alabama →

Halstead Contractors, LLC 401(k) Plan in the asset neighbourhood

Halstead Contractors, LLC 401(k) PlanHalstead Contractors, LLC 40…$2MEmployee Benefit Plan of the Children's Center of Hamden, Inc.Employee Benefit Plan of the…$2MMl Healthcare$2MArneco, Inc. 401(k) Profit Sharing PlanArneco, Inc. 401(k) Profit S…$2MSaga Innovations 401(k) Plan$2M
End-of-year total assets ($M) among Halstead Contractors, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Halstead Contractors, LLC years around the 2023 move

Sponsor-wide plan assets over time

All Halstead Contractors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 3.0634819327074814% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.49M $1.44M ▼ -3.4%
Year Plans Participants Total Assets
2022 1 10 $1M
2023 1 11 $2M
2024 1 10 $1M

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$423K
Employer EIN631215137
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Halstead Contractors, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Halstead Contractors, LLC 401(k) Plan, Total assets ($B): 0.001908748 · Participants: 11Halstead Contractors, LLC 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Halstead Contractors, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Halstead Contractors, LLC 401(k) Plan side-by-side with 3 peers →

Halstead Contractors, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Employee Benefit Plan of the Children's Center of Hamden, Inc. in CT ($2M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Halstead Contractors, LLC 401(k) Plan assets move in 2023? ▼
Halstead Contractors, LLC 401(k) Plan grew sharply - up 28.5% during 2023, from $1M to $2M. Reported net income was $423K.
How have Halstead Contractors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halstead Contractors, LLC's sponsor-wide assets declined 3.1%, from $1M to $1M.
Which 401(k) plans are similar in size to Halstead Contractors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee Benefit Plan of the Children's Center of Hamden, Inc. in CT ($2M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Halstead Contractors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 631215137.

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.