401(k) · DOL Form 5500 · 2023

Hafele America Co. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
482
Participants Below avg headcount
85th
Percentile by assets National rank
$102,003
Avg per participant Below avg balance/head
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Official DOL plan name: Hafele America Co. Retirement Savings and Profit Sharing Plan · Sponsored by Hafele America Co. · North Carolina · Wholesale Trade

$49M in assets, 482 participants

Hafele America Co.'s Hafele America Co. Retirement Savings and Profit Sharing Plan reported $49M in total assets and 482 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,460 in Wholesale Trade (6,309 peers)

Where Hafele America Co. Retirement Savings and Profit Sharing Plan sits by assets

Hafele America Co. Retirement Savings and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $49M for 482 participants (~$102,003/participant), up 20.6% in 2023.

#5,460
in Wholesale Trade (6,309 peers)
+20.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Hafele America Co. Retirement Savings and Profit Sharing Plan's outsized position by total assets

Hafele America Co. Retirement Savings and Profit Sharing Plan vs every filed plan by assets

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

$49,165,246 Top 15% higher than 85% 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

Hafele America Co. Retirement Savings and 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. Hafele America Co. Retirement Savings and Profit Sharing Plan sits mid-pack in the medium band (482 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hafele America Co. Retirement Savings and Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Hafele America Co. Retirement Savings and Profit Sharing Plan end-of-year assets rose from $41M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Hafele America Co. Retirement Savings and Profit Sharing Plan reported participants rose from 457 in the plan year 2022 filing to 482 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561952217 · Hafele America Co. PY 2023 · 401(k)

Hafele America Co. Retirement Savings and Profit Sharing Plan · $49M · 482 · 85th

  • NET $49M
  • BOOK 482
  • VS-ST 85th
  • BOY 401(k)
  • SCH near Mossy Companies Salary Deferral 401(k) Profit Sharing Plan
  • EBSA ind #5460

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Hafele America Co. Retirement Savings and Profit Sharing Plan in the asset neighbourhood

Odin, Feldman & Pittleman, P.C. 401(k) PlanOdin, Feldman & Pittleman, P…$49MHafele America Co. Retirement Savings and Profit Sharing PlanHafele America Co. Retiremen…$49MAdage Capital Management LP 401(k) PlanAdage Capital Management LP …$49MBirlasoft 401(k) Retirement Savings PlanBirlasoft 401(k) Retirement …$49MMossy Companies Salary Deferral 401(k) Profit Sharing PlanMossy Companies Salary Defer…$49M
End-of-year total assets ($M) among Hafele America Co. Retirement Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$49M
Net Income$8M
Employer EIN561952217
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hafele America Co.)

Sponsor-wide plan assets over time

All Hafele America Co. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 30.30623935032981% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40.8M $53.1M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 457 $41M
2023 1 482 $49M
2024 1 487 $53M

Nearby 401(k) Plans in North Carolina

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

Hafele America Co. Retirement Savings and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Hafele America Co. Retirement Savings and Profit Sharing Plan, Total assets ($B): 0.049165246 · Participants: 482Hafele America Co. Retirement Savings and Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Hafele America Co. Retirement Savings and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Hafele America Co. Retirement Savings and Profit Sharing Plan side-by-side with 3 peers →

Hafele America Co. Retirement Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Mossy Companies Salary Deferral 401(k) Profit Sharing Plan in CA ($49M); by covered participants it is Smugglers' Notch Resort 401(k) Profit Sharing Plan in VT (482 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (482 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 Hafele America Co. Retirement Savings and Profit Sharing Plan assets move in 2023? ▼
Hafele America Co. Retirement Savings and Profit Sharing Plan grew sharply - up 20.6% during 2023, from $41M to $49M. Reported net income was $8M.
How have Hafele America Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hafele America Co.'s sponsor-wide assets grew 30.3%, from $41M to $53M.
Where does Hafele America Co. Retirement Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hafele America Co. Retirement Savings and Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hafele America Co. Retirement Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mossy Companies Salary Deferral 401(k) Profit Sharing Plan in CA ($49M, 781 participants).
Which 401(k) plans cover a similar participant headcount to Hafele America Co. Retirement Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Smugglers' Notch Resort 401(k) Profit Sharing Plan in VT (482 participants, $8M 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 561952217.

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.