401(k) · DOL Form 5500 · 2023

James S. Heaton Company, Inc./Halo Electronics, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 18
Participants Small participant base: 53rd
Percentile by assets National rank: $422,113
Avg per participant High balance/head

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Official DOL plan name: James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan · Sponsored by James S. Heaton Company, Inc./Halo Electronics, Inc. · California · Manufacturing

$8M in assets, 18 participants

James S. Heaton Company, Inc./Halo Electronics, Inc.'s James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan reported $8M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

#7,010 in Manufacturing (18,722 peers)

James S. Heaton Company, Inc./Halo Electronics, Inc. multi-year trail

James S. Heaton Company, Inc./Halo Electronics, Inc.'s plans moved +38.8% in assets from 2022 to 2024; this filing shows James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan at $8M / 18 participants.

#7,010
in Manufacturing (18,722 peers): +21.3%
assets growth YoY

James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan's mid-pack asset rank among Manufacturing and all filers

James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan vs every filed plan by assets

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

$7,598,028 Top 47% higher than 53% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral 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. James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan is a small filing (18 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan reported net income rose from -$344K in the plan year 2022 filing to $1M in the plan year 2023 filing.
James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan reported participants rose from 17 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941695802 · James S. Heaton Company, Inc./Halo Electronics, Inc. PY 2023 · 401(k)

James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan · $8M · 18 · 53rd

RANK $8M
PHOTO 18
IND 53rd
EOY 401(k)
5500 near Therapymatch Inc (Dba Headway) 401(k) Plan
ASSETS ind #7010

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 Manufacturing retirement plans → · Plans in California →

End-of-year total assets ($M) among James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

James S. Heaton Company, Inc./Halo Electronics, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $9M 38.79630628898968% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	17	$6M
2023	1	18	$8M
2024	1	18	$9M

James S. Heaton Company, Inc./Halo Electronics, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$8M
Net Income	$1M
Employer EIN	941695802
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan side-by-side with 3 peers →

James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Therapymatch Inc (Dba Headway) 401(k) Plan in NY ($8M); by covered participants it is Philotechnics, Ltd. 401(k) Plan in TN (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Therapymatch Inc (Dba Headway) 401(k) Plan (NY) $8M · 209
401(k)/Profit Sharing Plan and Trust for Employees of Filutowski Eye Institute, P.a. (FL) $8M · 75
Mnr Industries, LLC 401(k) Retirement Plan (MD) $8M · 217
Cjf, Inc. 401(k) Profit Sharing Plan (CT) $8M · 4

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

Philotechnics, Ltd. 401(k) Plan (TN) 18 · 0 off
Rubini Enterprises, Inc. 401(k) Profit Sharing Plan (OH) 18 · 0 off
Cravens/Warren & Company 401(k) Plan (TX) 18 · 0 off
Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 18 · 0 off

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 James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan assets move in 2023? ▼

James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan grew sharply - up 21.3% during 2023, from $6M to $8M. Reported net income was $1M.

How have James S. Heaton Company, Inc./Halo Electronics, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), James S. Heaton Company, Inc./Halo Electronics, Inc.'s sponsor-wide assets grew 38.8%, from $6M to $9M.

Which 401(k) plans are similar in size to James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan? ▼

Among 401(k) plans in other states, the closest by assets is Therapymatch Inc (Dba Headway) 401(k) Plan in NY ($8M, 209 participants).

Which 401(k) plans cover a similar participant headcount to James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Philotechnics, Ltd. 401(k) Plan in TN (18 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 941695802.