401(k) · DOL Form 5500 · 2023

Halo Branded Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
2,140
Participants Near avg headcount
92nd
Percentile by assets National rank
$53,707
Avg per participant Low balance/head
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Official DOL plan name: Halo Branded Solutions, Inc. 401(k) Savings Plan · Sponsored by Halo Branded Solutions, Inc. · Illinois · Professional & Technical Services

$115M in assets, 2,140 participants

Halo Branded Solutions, Inc.'s Halo Branded Solutions, Inc. 401(k) Savings Plan reported $115M in total assets and 2,140 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,966 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Halo Branded Solutions, Inc. 401(k) Savings Plan covers 2,140 participants in Illinois, 2.7x the typical Illinois plan (state average ~779 per filing). Assets: $115M.

#18,966
in Professional & Technical Services (20,321 peers)
+20.4%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Halo Branded Solutions, Inc. 401(k) Savings Plan's outsized position by total assets

Halo Branded Solutions, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$114,933,662 Top 8% higher than 92% 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

Halo Branded Solutions, Inc. 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Halo Branded Solutions, Inc. 401(k) Savings Plan lands in the large band (2,140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Halo Branded Solutions, Inc. 401(k) Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Halo Branded Solutions, Inc. 401(k) Savings Plan end-of-year assets rose from $95M in the plan year 2022 filing to $115M in the plan year 2023 filing.
  • Halo Branded Solutions, Inc. 401(k) Savings Plan reported participants rose from 1,907 in the plan year 2022 filing to 2,140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030509520 · Halo Branded Solutions, Inc. PY 2023 · 401(k)

Halo Branded Solutions, Inc. 401(k) Savings Plan · $115M · 2,140 · 92nd

  • BOY $115M
  • SCH 2,140
  • EBSA 92nd
  • PART 401(k)
  • TYPE near Subway 401(k) Savings Plan
  • NET ind #18966

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Halo Branded Solutions, Inc. 401(k) Savings Plan in the asset neighbourhood

Subway 401(k) Savings Plan$115MThe Shurtape Technologies Profit Sharing and Retirement Savings PlanThe Shurtape Technologies Pr…$115MHalo Branded Solutions, Inc. 401(k) Savings PlanHalo Branded Solutions, Inc.…$115MBernhard, LLC 401(k) Plan$115MGrocery Outlet Inc. Retirement PlanGrocery Outlet Inc. Retireme…$115M
End-of-year total assets ($M) among Halo Branded Solutions, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$115M
Net Income$19M
Employer EIN030509520
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halo Branded Solutions, Inc.)

Sponsor-wide plan assets over time

All Halo Branded Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$131M 37.635297431097165% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $95.5M $131M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 1,907 $95M
2023 1 2,140 $115M
2024 1 1,895 $131M

Nearby 401(k) Plans in Illinois

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

Halo Branded Solutions, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Halo Branded Solutions, Inc. 401(k) Savings Plan, Total assets ($B): 0.114933662 · Participants: 2140Halo Branded Solutions, Inc. 401(k) Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Halo Branded Solutions, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Halo Branded Solutions, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Halo Branded Solutions, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Subway 401(k) Savings Plan in CT ($115M); by covered participants it is Guidehouse Managed Services LLC 401(k) Savings Plan in VA (2,140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($115M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,140 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 Halo Branded Solutions, Inc. 401(k) Savings Plan assets move in 2023? ▼
Halo Branded Solutions, Inc. 401(k) Savings Plan grew sharply - up 20.4% during 2023, from $95M to $115M. Reported net income was $19M.
How have Halo Branded Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halo Branded Solutions, Inc.'s sponsor-wide assets grew 37.6%, from $95M to $131M.
Where does Halo Branded Solutions, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Halo Branded Solutions, Inc. 401(k) Savings Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Halo Branded Solutions, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Subway 401(k) Savings Plan in CT ($115M, 683 participants).
Which 401(k) plans cover a similar participant headcount to Halo Branded Solutions, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Guidehouse Managed Services LLC 401(k) Savings Plan in VA (2,140 participants, $49M 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 030509520.

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.