401(k) · DOL Form 5500 · 2023

Halsey, Mccormack & Helmer, Inc. (Dba Mancini Duffy) 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
78
Participants Small participant base
63rd
Percentile by assets National rank
$155,847
Avg per participant Above avg balance/head
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Official DOL plan name: Halsey, Mccormack & Helmer 401(k) Savings Plan · Sponsored by Halsey, Mccormack & Helmer, Inc. (Dba Mancini Duffy) · New York · Professional & Technical Services

$12M in assets, 78 participants

Halsey, Mccormack & Helmer, Inc. (Dba Mancini Duffy)'s Halsey, Mccormack & Helmer 401(k) Savings Plan reported $12M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,577 in Professional & Technical Services (20,321 peers)

Halsey, Mccormack & Helmer, Inc. (Dba Mancini Duffy) multi-year trail

Halsey, Mccormack & Helmer, Inc. (Dba Mancini Duffy)'s plans moved +16.0% in assets from 2022 to 2023; this filing shows Halsey, Mccormack & Helmer 401(k) Savings Plan at $12M / 78 participants.

#12,577
in Professional & Technical Services (20,321 peers)
+16.0%
assets growth YoY

Halsey, Mccormack & Helmer 401(k) Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Halsey, Mccormack & Helmer 401(k) Savings Plan vs every filed plan by assets

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

$12,156,072 Top 37% higher than 63% 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

Halsey, Mccormack & Helmer 401(k) Savings 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. Halsey, Mccormack & Helmer 401(k) Savings Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Halsey, Mccormack & Helmer 401(k) Savings Plan reported net income rose from -$824K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Halsey, Mccormack & Helmer 401(k) Savings Plan reported participants rose from 52 in the plan year 2022 filing to 78 in the plan year 2023 filing.
  • Halsey, Mccormack & Helmer 401(k) Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132612739 · Halsey, Mccormack & Helmer, Inc. (Dba Mancini Duffy) PY 2023 · 401(k)

Halsey, Mccormack & Helmer 401(k) Savings Plan · $12M · 78 · 63rd

  • 5500 $12M
  • 5500 78
  • 5500 63rd
  • 5500 401(k)
  • 5500 near Micro-Mode Products, Inc. 401(k) Plan
  • 5500 ind #12577

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 New York →

Halsey, Mccormack & Helmer 401(k) Savings Plan in the asset neighbourhood

Halsey, Mccormack & Helmer 401(k) Savings PlanHalsey, Mccormack & Helmer 4…$12MMicro-Mode Products, Inc. 401(k) PlanMicro-Mode Products, Inc. 40…$12MCedar Grove Systems, LLC 401(k) PlanCedar Grove Systems, LLC 401…$12MSouthside Fire/Ems Retirement PlanSouthside Fire/Ems Retiremen…$12MEnvoy, Inc. 401(k) Plan$12M
End-of-year total assets ($M) among Halsey, Mccormack & Helmer 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Halsey, Mccormack & Helmer, Inc. (Dba Mancini Duffy) multi-year asset trail

Sponsor-wide plan assets over time

All Halsey, Mccormack & Helmer, Inc. (Dba Mancini Duffy) plans reported in each filing year

Latest sponsor-wide plan assets
$12M 16.04870809225875% vs 2022
2023 filing year
$10M$11M$12M$13M 20222023 $10.5M $12.2M ▲ +16.1%
Year Plans Participants Total Assets
2022 1 52 $10M
2023 1 78 $12M

Halsey, Mccormack & Helmer, Inc. (Dba Mancini Duffy) filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN132612739
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Halsey, Mccormack & Helmer 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Halsey, Mccormack & Helmer 401(k) Savings Plan, Total assets ($B): 0.012156072 · Participants: 78Halsey, Mccormack & Helmer 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Halsey, Mccormack & Helmer 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Halsey, Mccormack & Helmer 401(k) Savings Plan side-by-side with 3 peers →

Halsey, Mccormack & Helmer 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Micro-Mode Products, Inc. 401(k) Plan in CA ($12M); by covered participants it is Rasi 401(k) Plan in CO (78 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Halsey, Mccormack & Helmer 401(k) Savings Plan assets move in 2023? ▼
Halsey, Mccormack & Helmer 401(k) Savings Plan grew sharply - up 16.0% during 2023, from $10M to $12M. Reported net income was $2M.
How have Halsey, Mccormack & Helmer, Inc. (Dba Mancini Duffy) plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Halsey, Mccormack & Helmer, Inc. (Dba Mancini Duffy)'s sponsor-wide assets grew 16.0%, from $10M to $12M.
Which 401(k) plans are similar in size to Halsey, Mccormack & Helmer 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Micro-Mode Products, Inc. 401(k) Plan in CA ($12M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Halsey, Mccormack & Helmer 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rasi 401(k) Plan in CO (78 participants, N/A 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 132612739.

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.