401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$33M
Total assets Below avg plan size
397
Participants Below avg headcount
81st
Percentile by assets National rank
$83,947
Avg per participant Below avg balance/head
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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.

  • #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.

#13,631
in Manufacturing (18,722 peers)
+20.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Hale Trailer Brake & Wheel, Inc. 401(k) Plan's outsized position 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

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

Hale Trailer Brake & Wheel, Inc. 401(k) 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. Hale Trailer Brake & Wheel, Inc. 401(k) Plan sits mid-pack in the medium band (397 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

EBSA filing schedule strip

Filing strip 231622629 · Hale Trailer Brake & Wheel, Inc. PY 2023 · 401(k)

Hale Trailer Brake & Wheel, Inc. 401(k) Plan · $33M · 397 · 81st

  • PART $33M
  • TYPE 397
  • NET 81st
  • BOOK 401(k)
  • VS-ST near Grw Tax Deferred Savings & Profit Sharing Retirement Plan
  • BOY ind #13631

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 New Jersey →

Hale Trailer Brake & Wheel, Inc. 401(k) Plan in the asset neighbourhood

Professional Plastics, Inc. 401(k) & Profit Sharing PlanProfessional Plastics, Inc. …$33MBoulder Associates, Inc. 401(k) PlanBoulder Associates, Inc. 401…$33MHale Trailer Brake & Wheel, Inc. 401(k) PlanHale Trailer Brake & Wheel, …$33MGrw Tax Deferred Savings & Profit Sharing Retirement PlanGrw Tax Deferred Savings & P…$33MSmith Micro Software, Inc. 401(k) Profit Sharing PlanSmith Micro Software, Inc. 4…$33M
End-of-year total assets ($M) among Hale Trailer Brake & Wheel, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$6M
Employer EIN231622629
Plan Effective Date1986-12-31
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Hale Trailer Brake & Wheel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 31.18487083043746% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.7M $36.3M ▲ +31.2%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Hale Trailer Brake & Wheel, Inc. 401(k) Plan, Total assets ($B): 0.033326846 · Participants: 397Hale Trailer Brake & Wheel, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Hale Trailer Brake & Wheel, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Hale Trailer Brake & Wheel, Inc. 401(k) Plan side-by-side with 3 peers →

Hale Trailer Brake & Wheel, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Grw Tax Deferred Savings & Profit Sharing Retirement Plan in KY ($33M); by covered participants it is Yesler, Inc 401(k) Plan in WA (397 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (397 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 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).
Which 401(k) plans cover a similar participant headcount to Hale Trailer Brake & Wheel, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yesler, Inc 401(k) Plan in WA (397 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 231622629.

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.