401(k) · DOL Form 5500 · 2023
Zip-O-Log Mills, Inc. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 158
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $172,571
- Avg per participant Above avg balance/head
Official DOL plan name: The Hallstrom Retirement Program · Sponsored by Zip-O-Log Mills, Inc. · Oregon · Manufacturing
$27M in assets, 158 participants
Zip-O-Log Mills, Inc.'s The Hallstrom Retirement Program reported $27M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #12,954 in Manufacturing (18,722 peers)
Coverage in Oregon
The Hallstrom Retirement Program covers 158 participants in Oregon, about 36% of the average Oregon filer (state average ~443 per filing). Assets: $27M.
- #12,954
- in Manufacturing (18,722 peers)
- +20.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Hallstrom Retirement Program's outsized position by total assets
The Hallstrom Retirement Program vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,266,296 Top 22% higher than 78% 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
The Hallstrom Retirement Program 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. The Hallstrom Retirement Program sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Hallstrom Retirement Program reported net income rose from $633K in the plan year 2022 filing to $5M in the plan year 2023 filing.
- The Hallstrom Retirement Program end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- The Hallstrom Retirement Program reported participants rose from 140 in the plan year 2022 filing to 158 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 930492525 · Zip-O-Log Mills, Inc. PY 2023 · 401(k)
The Hallstrom Retirement Program · $27M · 158 · 78th
- EBSA $27M
- PART 158
- TYPE 78th
- NET 401(k)
- BOOK near Apercen Partners 401(k) Plan
- VS-ST ind #12954
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 Oregon →
The Hallstrom Retirement Program in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $5M |
| Employer EIN | 930492525 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zip-O-Log Mills, Inc.)
Sponsor-wide plan assets over time
All Zip-O-Log Mills, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 31.674662144100687% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $23M |
| 2023 | 1 | 158 | $27M |
| 2024 | 1 | 168 | $30M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
The Hallstrom Retirement Program's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Apercen Partners 401(k) Plan in CA ($27M); by covered participants it is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Apercen Partners 401(k) Plan (CA) $27M · 287
- Lt Apparel Group 401(k) Plan (NJ) $27M · 275
- Wheaton Van Lines, Inc. & Subsidiaries 401(k) Plan (IN) $27M · 125
- Tyto Government Solutions 401(k) Plan (VA) $27M · 475
Similar participant headcount
Nearest other-state filings by covered participants (158 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.