401(k) · DOL Form 5500 · 2023

Haltec Corporation 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
105
Participants Small participant base
56th
Percentile by assets National rank
$84,764
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Haltec Corporation 401(k) Profit Sharing Plan · Sponsored by Haltec Corporation · Ohio · Manufacturing

$9M in assets, 105 participants

Haltec Corporation's Haltec Corporation 401(k) Profit Sharing Plan reported $9M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #7,802 in Manufacturing (18,722 peers)

Coverage in Ohio

Haltec Corporation 401(k) Profit Sharing Plan covers 105 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $9M.

#7,802
in Manufacturing (18,722 peers)
+24.3%
assets growth YoY

Haltec Corporation 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Haltec Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,900,229 Top 44% higher than 56% 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

Haltec Corporation 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. Haltec Corporation 401(k) Profit Sharing Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Haltec Corporation 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Haltec Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Haltec Corporation 401(k) Profit Sharing Plan reported participants fell from 109 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341488414 · Haltec Corporation PY 2023 · 401(k)

Haltec Corporation 401(k) Profit Sharing Plan · $9M · 105 · 56th

  • VS-ST $9M
  • VS-ST 105
  • VS-ST 56th
  • VS-ST 401(k)
  • VS-ST near Valiant Solutions LLC 401(k)Profit Sharing Plan and Trust
  • VS-ST ind #7802

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 Ohio →

Haltec Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Haltec Corporation 401(k) Profit Sharing PlanHaltec Corporation 401(k) Pr…$9MValiant Solutions LLC 401(k)Profit Sharing Plan and TrustValiant Solutions LLC 401(k)…$9MChild Crisis Arizona 401(k) PlanChild Crisis Arizona 401(k) …$9MAutomated Systems Design, Inc. 401(k) PlanAutomated Systems Design, In…$9MFire Safe Protection Services, L.P. 401(k) PlanFire Safe Protection Service…$9M
End-of-year total assets ($M) among Haltec Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN341488414
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haltec Corporation)

Sponsor-wide plan assets over time

All Haltec Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$11M 47.92326904165922% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.16M $10.6M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 109 $7M
2023 1 105 $9M
2024 1 196 $11M

Nearby 401(k) Plans in Ohio

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

Haltec Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Haltec Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.008900229 · Participants: 105Haltec Corporation 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Haltec Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Haltec Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Haltec Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Valiant Solutions LLC 401(k)Profit Sharing Plan and Trust in KS ($9M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Haltec Corporation 401(k) Profit Sharing Plan assets move in 2023? ▼
Haltec Corporation 401(k) Profit Sharing Plan grew sharply - up 24.3% during 2023, from $7M to $9M. Reported net income was $2M.
How have Haltec Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haltec Corporation's sponsor-wide assets grew 47.9%, from $7M to $11M.
Which 401(k) plans are similar in size to Haltec Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valiant Solutions LLC 401(k)Profit Sharing Plan and Trust in KS ($9M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Haltec Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 341488414.

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.