401(k) · DOL Form 5500 · 2023

Halquist Stone Company, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
288
Participants Below avg headcount
79th
Percentile by assets National rank
$100,936
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Halquist Stone Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Halquist Stone Company, Inc. · Wisconsin · Mining & Oil Extraction

$29M in assets, 288 participants

Halquist Stone Company, Inc.'s Halquist Stone Company, Inc. 401(k) Profit Sharing Plan reported $29M in total assets and 288 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #513 in Mining & Oil Extraction (811 peers)

Where Halquist Stone Company, Inc. 401(k) Profit Sharing Plan sits by assets

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $29M for 288 participants (~$100,936/participant), up 22.9% in 2023.

#513
in Mining & Oil Extraction (811 peers)
+22.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$29,069,660 Top 21% higher than 79% 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

Halquist Stone Company, Inc. 401(k) 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. Halquist Stone Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (288 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Halquist Stone Company, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Halquist Stone Company, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Halquist Stone Company, Inc. 401(k) Profit Sharing Plan reported participants rose from 261 in the plan year 2022 filing to 288 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391139607 · Halquist Stone Company, Inc. PY 2023 · 401(k)

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan · $29M · 288 · 79th

  • RANK $29M
  • PHOTO 288
  • IND 79th
  • EOY 401(k)
  • 5500 near Taylor United, Inc. 401(k) Plan
  • ASSETS ind #513

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 Mining & Oil Extraction retirement plans → · Plans in Wisconsin →

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Halquist Stone Company, Inc. 401(k) Profit Sharing PlanHalquist Stone Company, Inc.…$29MTaylor United, Inc. 401(k) PlanTaylor United, Inc. 401(k) P…$29MOnward Energy 401(k) Retirement Savings PlanOnward Energy 401(k) Retirem…$29MOnward Energy 401(k) Retirement Savings PlanOnward Energy 401(k) Retirem…$29MRemed Holdings, LLC and Affiliated Companies 401(k) PlanRemed Holdings, LLC and Affi…$29M
End-of-year total assets ($M) among Halquist Stone Company, Inc. 401(k) 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)$24M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN391139607
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halquist Stone Company, Inc.)

Sponsor-wide plan assets over time

All Halquist Stone Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 35.5784894619702% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.7M $32.1M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 261 $24M
2023 1 288 $29M
2024 1 257 $32M

Nearby 401(k) Plans in Wisconsin

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

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Halquist Stone Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.02906966 · Participants: 288Halquist Stone Company, Inc. 401(k) Profit Sharing 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
Halquist Stone Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Halquist Stone Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Taylor United, Inc. 401(k) Plan in WA ($29M); by covered participants it is Accord Health Service, Inc. 401(k) Plan in PA (288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (288 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 Halquist Stone Company, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Halquist Stone Company, Inc. 401(k) Profit Sharing Plan grew sharply - up 22.9% during 2023, from $24M to $29M. Reported net income was $5M.
How have Halquist Stone Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halquist Stone Company, Inc.'s sponsor-wide assets grew 35.6%, from $24M to $32M.
Where does Halquist Stone Company, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Halquist Stone Company, Inc. 401(k) Profit Sharing Plan ranks in the 79th 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 Halquist Stone Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Taylor United, Inc. 401(k) Plan in WA ($29M, 489 participants).
Which 401(k) plans cover a similar participant headcount to Halquist Stone Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accord Health Service, Inc. 401(k) Plan in PA (288 participants, $10M 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 391139607.

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.