401(k) · DOL Form 5500 · 2023

Halvor Lines, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
663
Participants Below avg headcount
70th
Percentile by assets National rank
$26,830
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan · Sponsored by Halvor Lines, Inc. · Wisconsin · Transportation & Warehousing

$18M in assets, 663 participants

Halvor Lines, Inc.'s Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan reported $18M in total assets and 663 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #2,366 in Transportation & Warehousing (3,362 peers)

Halvor Lines, Inc. multi-year trail

Halvor Lines, Inc.'s plans moved +56.7% in assets from 2022 to 2024; this filing shows Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan at $18M / 663 participants.

#2,366
in Transportation & Warehousing (3,362 peers)
+33.3%
assets growth YoY

Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan's outsized position by total assets

Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,788,366 Top 30% higher than 70% 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

Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan sits mid-pack in the medium band (663 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan reported net income rose from -$687K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan reported participants rose from 559 in the plan year 2022 filing to 663 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 410958036 · Halvor Lines, Inc. PY 2023 · 401(k)

Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan · $18M · 663 · 70th

  • TYPE $18M
  • TYPE 663
  • TYPE 70th
  • TYPE 401(k)
  • TYPE near Mid-Mi Anesthesiology Group, P.C. 401(k) Plan
  • TYPE ind #2366

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan in the asset neighbourhood

Halvor Lines, Inc. Employees' 401(k) Profit Sharing PlanHalvor Lines, Inc. Employees…$18MMid-Mi Anesthesiology Group, P.C. 401(k) PlanMid-Mi Anesthesiology Group,…$18MOzark Trucking, Inc. 401(k) Plan & TrustOzark Trucking, Inc. 401(k) …$18MLittfin Lumber Company 401(k) Profit Sharing PlanLittfin Lumber Company 401(k…$18MBiehle Electric, Inc. 401(k) Profit Sharing PlanBiehle Electric, Inc. 401(k)…$18M
End-of-year total assets ($M) among Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Halvor Lines, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Halvor Lines, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 56.669700603683296% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.4M $20.9M ▲ +56.6%
Year Plans Participants Total Assets
2022 1 559 $13M
2023 1 663 $18M
2024 1 701 $21M

Halvor Lines, Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN410958036
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan, Total assets ($B): 0.017788366 · Participants: 663Halvor Lines, Inc. Employees' 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan side-by-side with 3 peers →

Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mid-Mi Anesthesiology Group, P.C. 401(k) Plan in MI ($18M); by covered participants it is Gomez Management Company 401(k) Plan in MA (663 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (663 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 Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan assets move in 2023? ▼
Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan surged - up 33.3% during 2023, from $13M to $18M. Reported net income was $4M.
How have Halvor Lines, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halvor Lines, Inc.'s sponsor-wide assets grew 56.7%, from $13M to $21M.
Which 401(k) plans are similar in size to Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid-Mi Anesthesiology Group, P.C. 401(k) Plan in MI ($18M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Halvor Lines, Inc. Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gomez Management Company 401(k) Plan in MA (663 participants, $278K 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 410958036.

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.