Profit Sharing · DOL Form 5500 · 2023

Haldeman Homes Inc. Profit Sharing Plan

Data updated 2026-08-25

$781K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$260,395
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Haldeman Homes Inc. Profit Sharing Plan · Sponsored by Haldeman Homes Inc. · California · Construction

$781K in assets, 3 participants

Haldeman Homes Inc.'s Haldeman Homes Inc. Profit Sharing Plan reported $781K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,789 in Construction (9,030 peers)

What the 2023 filing shows

Haldeman Homes Inc. Profit Sharing Plan holds $781K for 3 participants - about $260,395 per participant, among the smaller plans by assets on file.

#1,789
in Construction (9,030 peers)
-0.5%
assets change YoY

The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Haldeman Homes Inc. Profit Sharing Plan among the smaller filed plans by assets

Haldeman Homes Inc. Profit Sharing Plan vs every filed plan by assets

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

$781,184 22nd percentile higher than 22% 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

Haldeman Homes Inc. Profit Sharing 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. Haldeman Homes Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Haldeman Homes Inc. Profit Sharing Plan reported net income rose from -$18K in the plan year 2022 filing to -$4K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 680163621 · Haldeman Homes Inc. PY 2023 · Profit Sharing

Haldeman Homes Inc. Profit Sharing Plan · $781K · 3 · 22nd

  • PCT $781K
  • EIN 3
  • RANK 22nd
  • PHOTO Profit Sharing
  • IND near Cowell & Lapointe PC Employees Profit Sharing Plan
  • EOY ind #1789

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 California →

Haldeman Homes Inc. Profit Sharing Plan in the asset neighbourhood

Haldeman Homes Inc. Profit Sharing PlanHaldeman Homes Inc. Profit S…$781KCowell & Lapointe PC Employees Profit Sharing PlanCowell & Lapointe PC Employe…$781KSwagger Foods Profit Sharing PlanSwagger Foods Profit Sharing…$781KBrowello Inc. Profit Sharing Plan & TrustBrowello Inc. Profit Sharing…$781KHartwood Corporation Profit Sharing PlanHartwood Corporation Profit …$782K
End-of-year total assets ($M) among Haldeman Homes Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$785K
Net Assets (End of Year)$781K
Net Income-$4K
Employer EIN680163621
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haldeman Homes Inc.)

Sponsor-wide plan assets over time

All Haldeman Homes Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$777K 1.0957222778189448% vs 2022
2024 filing year
$0.78M$0.78M$0.79M$0.79M$0.8M 202220232024 $0.79M $0.78M ▼ -1.3%
Year Plans Participants Total Assets
2022 1 3 $785K
2023 1 3 $781K
2024 1 3 $777K

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Haldeman Homes Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Haldeman Homes Inc. Profit Sharing Plan, Total assets ($B): 0.000781184 · Participants: 3Haldeman Homes Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Haldeman Homes Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Haldeman Homes Inc. Profit Sharing Plan side-by-side with 3 peers →

Haldeman Homes Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Cowell & Lapointe PC Employees Profit Sharing Plan in MI ($781K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Haldeman Homes Inc. Profit Sharing Plan assets move in 2023? ▼
Haldeman Homes Inc. Profit Sharing Plan held essentially flat - down 0.5% during 2023, from $785K to $781K. Reported net income was -$4K.
How have Haldeman Homes Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haldeman Homes Inc.'s sponsor-wide assets declined 1.1%, from $785K to $777K.
Where does Haldeman Homes Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Haldeman Homes Inc. Profit Sharing Plan ranks in the 22nd 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 Profit Sharing plans are similar in size to Haldeman Homes Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Cowell & Lapointe PC Employees Profit Sharing Plan in MI ($781K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Haldeman Homes Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 680163621.

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.