401(k) · DOL Form 5500 · 2023

Hale Trailer Brake & Wheel, Inc. 401(k) Plan

Data updated 2026-08-11

$33M
Total assets: 397
Participants: 81st
Percentile by assets: $83,947
Avg per participant

Official DOL plan name: Hale Trailer Brake & Wheel, Inc. 401(k) Plan · Sponsored by Hale Trailer Brake & Wheel, Inc. · New Jersey · Manufacturing

$33M in assets, 397 participants

Hale Trailer Brake & Wheel, Inc.'s Hale Trailer Brake & Wheel, Inc. 401(k) Plan reported $33M in total assets and 397 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

81st percentile by assets (of 127,072 plans)
#13,631 in Manufacturing (18,722 peers)

Coverage in New Jersey

Hale Trailer Brake & Wheel, Inc. 401(k) Plan covers 397 participants in New Jersey, about 47% of the average New Jersey filer (state average ~844 per filing). Assets: $33M.

$33M
total plan assets (2023 EOY): 397
covered participants: 81st
percentile by assets (of 127,072 plans): $83,947
avg assets per participant

Where Hale Trailer Brake & Wheel, Inc. 401(k) Plan sits by total assets

Hale Trailer Brake & Wheel, Inc. 401(k) Plan vs every filed plan by assets

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

$33,326,846 Top 19% higher than 81% 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

Hale Trailer Brake & Wheel, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Hale Trailer Brake & Wheel, Inc. 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
Hale Trailer Brake & Wheel, Inc. 401(k) Plan reported participants fell from 403 in the plan year 2022 filing to 397 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New Jersey

Industry

Manufacturing

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Hale Trailer Brake & Wheel, Inc. 401(k) Plan reports 397 participants - about 47% of that state average ($33M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)	$28M
Net Assets (End of Year)	$33M
Net Income	$6M
Employer EIN	231622629
Plan Effective Date	1986-12-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Hale Trailer Brake & Wheel, Inc.)

Total plan assets by year, all Hale Trailer Brake & Wheel, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	403	$28M
2023	1	397	$33M
2024	1	484	$36M

Nearby 401(k) Plans in New Jersey

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

Hale Trailer Brake & Wheel, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
Verizon Savings Plan for Management Employees $27.8B · 78,072
Johnson and Johnson Savings Plan $22.2B · 41,291
Ernst & Young Retirement Savings Plan $15.5B · 59,346
Merck US Savings Plan $13.4B · 26,850

Compare Hale Trailer Brake & Wheel, Inc. 401(k) … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Hale Trailer Brake & Wheel, Inc. 401(k) Plan by total assets, not by location.

Grw Tax Deferred Savings & Profit Sharing Retirement Plan (KY) $33M · 176
Professional Plastics, Inc. 401(k) & Profit Sharing Plan (CA) $33M · 458
Boulder Associates, Inc. 401(k) Plan (CO) $33M · 156
Smith Micro Software, Inc. 401(k) Profit Sharing Plan (PA) $33M · 190

Frequently Asked Questions

How did Hale Trailer Brake & Wheel, Inc. 401(k) Plan assets move in 2023? ▼

Hale Trailer Brake & Wheel, Inc. 401(k) Plan grew sharply - up 20.4% during 2023, from $28M to $33M. Reported net income was $6M.

How have Hale Trailer Brake & Wheel, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hale Trailer Brake & Wheel, Inc.'s sponsor-wide assets grew 31.2%, from $28M to $36M.

Where does Hale Trailer Brake & Wheel, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Hale Trailer Brake & Wheel, Inc. 401(k) Plan ranks in the 81st 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 Hale Trailer Brake & Wheel, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Grw Tax Deferred Savings & Profit Sharing Retirement Plan in KY ($33M, 176 participants).

Next read for Hale Trailer Brake & Wheel, Inc. 401(k) …

Filing takeaways

Ways to act on Hale Trailer Brake & Wheel, Inc. 401(k) Plan's numbers.

By total assets, Hale Trailer Brake & Wheel, Inc. 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
Hale Trailer Brake & Wheel, Inc.'s sponsor-wide assets have grown 31.2% since 2022 across 3 plan years on file. More Manufacturing plans

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 231622629.