401(k) · DOL Form 5500 · 2023

Tj Hale Company, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
85
Participants Small participant base
60th
Percentile by assets National rank
$125,900
Avg per participant Near avg balance/head
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Official DOL plan name: Tj Hale Company 401(k) Savings Plan · Sponsored by Tj Hale Company, LLC · Wisconsin · Manufacturing

$11M in assets, 85 participants

Tj Hale Company, LLC's Tj Hale Company 401(k) Savings Plan reported $11M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,719 in Manufacturing (18,722 peers)

Tj Hale Company, LLC multi-year trail

Tj Hale Company, LLC's plans moved +22.3% in assets from 2022 to 2024; this filing shows Tj Hale Company 401(k) Savings Plan at $11M / 85 participants.

#8,719
in Manufacturing (18,722 peers)
+11.5%
assets growth YoY

Tj Hale Company 401(k) Savings Plan's mid-pack asset rank among Manufacturing and all filers

Tj Hale Company 401(k) Savings Plan vs every filed plan by assets

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

$10,701,526 Top 40% higher than 60% 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

Tj Hale Company 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. Tj Hale Company 401(k) Savings Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tj Hale Company 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Tj Hale Company 401(k) Savings Plan reported participants rose from 65 in the plan year 2022 filing to 85 in the plan year 2023 filing.
  • Tj Hale Company 401(k) Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 463954205 · Tj Hale Company, LLC PY 2023 · 401(k)

Tj Hale Company 401(k) Savings Plan · $11M · 85 · 60th

  • IND $11M
  • IND 85
  • IND 60th
  • IND 401(k)
  • IND near Roger a. Mann, Md 401(k) Profit Sharing Plan
  • IND ind #8719

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 Wisconsin →

Tj Hale Company 401(k) Savings Plan in the asset neighbourhood

Tj Hale Company 401(k) Savings PlanTj Hale Company 401(k) Savin…$11MRoger a. Mann, Md 401(k) Profit Sharing PlanRoger a. Mann, Md 401(k) Pro…$11MAmerican Business Group 401(k) PlanAmerican Business Group 401(…$11MGeneral Production Service, Inc. 401(k) PlanGeneral Production Service, …$11MEllicott Development Company 401(k) PlanEllicott Development Company…$11M
End-of-year total assets ($M) among Tj Hale Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tj Hale Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Tj Hale Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 22.265748479012064% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.6M $11.7M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 65 $10M
2023 1 85 $11M
2024 1 88 $12M

Tj Hale Company, LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN463954205
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Tj Hale Company 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Tj Hale Company 401(k) Savings Plan, Total assets ($B): 0.010701526 · Participants: 85Tj Hale Company 401(k) Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Tj Hale Company 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Tj Hale Company 401(k) Savings Plan side-by-side with 3 peers →

Tj Hale Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Roger a. Mann, Md 401(k) Profit Sharing Plan in CA ($11M); by covered participants it is Jones Energy, LLC Profit Sharing Plan in OK (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Tj Hale Company 401(k) Savings Plan assets move in 2023? ▼
Tj Hale Company 401(k) Savings Plan grew at a solid clip - up 11.5% during 2023, from $10M to $11M. Reported net income was $1M.
How have Tj Hale Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tj Hale Company, LLC's sponsor-wide assets grew 22.3%, from $10M to $12M.
Which 401(k) plans are similar in size to Tj Hale Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roger a. Mann, Md 401(k) Profit Sharing Plan in CA ($11M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Tj Hale Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jones Energy, LLC Profit Sharing Plan in OK (85 participants, $7M 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 463954205.

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.