401(k) · DOL Form 5500 · 2023

Hallkeen Management, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
872
Participants Near avg headcount
76th
Percentile by assets National rank
$27,683
Avg per participant Low balance/head
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Official DOL plan name: Hallkeen Management, Inc. 401(k) Retirement Plan · Sponsored by Hallkeen Management, Inc. · Massachusetts · Real Estate

$24M in assets, 872 participants

Hallkeen Management, Inc.'s Hallkeen Management, Inc. 401(k) Retirement Plan reported $24M in total assets and 872 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,209 in Real Estate (4,727 peers)

Where Hallkeen Management, Inc. 401(k) Retirement Plan sits by assets

Hallkeen Management, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $24M for 872 participants (~$27,683/participant), up 20.8% in 2023.

#4,209
in Real Estate (4,727 peers)
+20.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Hallkeen Management, Inc. 401(k) Retirement Plan's outsized position by total assets

Hallkeen Management, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$24,139,552 Top 24% higher than 76% 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

Hallkeen Management, Inc. 401(k) Retirement 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. Hallkeen Management, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (872 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hallkeen Management, Inc. 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Hallkeen Management, Inc. 401(k) Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Hallkeen Management, Inc. 401(k) Retirement Plan reported participants fell from 957 in the plan year 2022 filing to 872 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043097814 · Hallkeen Management, Inc. PY 2023 · 401(k)

Hallkeen Management, Inc. 401(k) Retirement Plan · $24M · 872 · 76th

  • EOY $24M
  • EOY 872
  • EOY 76th
  • EOY 401(k)
  • EOY near Boyum & Barenscheer Pllp Profit Sharing Plan
  • EOY ind #4209

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 Real Estate retirement plans → · Plans in Massachusetts →

Hallkeen Management, Inc. 401(k) Retirement Plan in the asset neighbourhood

Hallkeen Management, Inc. 401(k) Retirement PlanHallkeen Management, Inc. 40…$24MBoyum & Barenscheer Pllp Profit Sharing PlanBoyum & Barenscheer Pllp Pro…$24MRedbuilt 401(k) Plan$24MRyan Lawn & Tree, Inc. Savings PlanRyan Lawn & Tree, Inc. Savin…$24MCofense Inc. 401(k) Plan$24M
End-of-year total assets ($M) among Hallkeen Management, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN043097814
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hallkeen Management, Inc.)

Sponsor-wide plan assets over time

All Hallkeen Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 36.111224136649625% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20M $27.2M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 957 $20M
2023 1 872 $24M
2024 1 1,015 $27M

Nearby 401(k) Plans in Massachusetts

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

Hallkeen Management, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Hallkeen Management, Inc. 401(k) Retirement Plan, Total assets ($B): 0.024139552 · Participants: 872Hallkeen Management, Inc. 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Hallkeen Management, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Hallkeen Management, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Hallkeen Management, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Boyum & Barenscheer Pllp Profit Sharing Plan in MN ($24M); by covered participants it is Quincy Medical Group Retirement Trust in IL (872 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (872 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 Hallkeen Management, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Hallkeen Management, Inc. 401(k) Retirement Plan grew sharply - up 20.8% during 2023, from $20M to $24M. Reported net income was $4M.
How have Hallkeen Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hallkeen Management, Inc.'s sponsor-wide assets grew 36.1%, from $20M to $27M.
Where does Hallkeen Management, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Hallkeen Management, Inc. 401(k) Retirement Plan ranks in the 76th 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 Hallkeen Management, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boyum & Barenscheer Pllp Profit Sharing Plan in MN ($24M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Hallkeen Management, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quincy Medical Group Retirement Trust in IL (872 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 043097814.

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.