401(k) · DOL Form 5500 · 2023

Halvik Corp 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
304
Participants Below avg headcount
69th
Percentile by assets National rank
$53,109
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Halvik Corp. 401(k) Plan · Sponsored by Halvik Corp · Virginia · Professional & Technical Services

$16M in assets, 304 participants

Halvik Corp's Halvik Corp. 401(k) Plan reported $16M in total assets and 304 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,833 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Halvik Corp. 401(k) Plan covers 304 participants in Virginia, about 39% of the average Virginia filer (state average ~782 per filing). Assets: $16M.

#13,833
in Professional & Technical Services (20,321 peers)
+32.2%
assets growth YoY

Halvik Corp. 401(k) Plan's outsized position by total assets

Halvik Corp. 401(k) Plan vs every filed plan by assets

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

$16,145,232 Top 31% higher than 69% 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

Halvik Corp. 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. Halvik Corp. 401(k) Plan sits mid-pack in the medium band (304 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Halvik Corp. 401(k) Plan reported net income rose from $118K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Halvik Corp. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Halvik Corp. 401(k) Plan reported participants rose from 253 in the plan year 2022 filing to 304 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 134367307 · Halvik Corp PY 2023 · 401(k)

Halvik Corp. 401(k) Plan · $16M · 304 · 69th

  • SCH $16M
  • EBSA 304
  • PART 69th
  • TYPE 401(k)
  • NET near Longbridge Financial LLC 401(k) Profit Sharing Plan
  • BOOK ind #13833

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Halvik Corp. 401(k) Plan in the asset neighbourhood

Halvik Corp. 401(k) Plan$16MLongbridge Financial LLC 401(k) Profit Sharing PlanLongbridge Financial LLC 401…$16MFresh Consulting 401(k) Plan$16MDakotaland Federal Credit Union 401(k) Plan & TrustDakotaland Federal Credit Un…$16MPilatus Business Aircraft, Ltd 401(k) PlanPilatus Business Aircraft, L…$16M
End-of-year total assets ($M) among Halvik Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN134367307
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halvik Corp)

Sponsor-wide plan assets over time

All Halvik Corp plans reported in each filing year

Latest sponsor-wide plan assets
$21M 71.62834984160557% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.2M $21M ▲ +71.6%
Year Plans Participants Total Assets
2022 1 253 $12M
2023 1 304 $16M
2024 1 334 $21M

Nearby 401(k) Plans in Virginia

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

Halvik Corp. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Halvik Corp. 401(k) Plan, Total assets ($B): 0.016145232 · Participants: 304Halvik Corp. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Halvik Corp. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Halvik Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Longbridge Financial LLC 401(k) Profit Sharing Plan in NJ ($16M); by covered participants it is Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan in OH (304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (304 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 Halvik Corp. 401(k) Plan assets move in 2023?
Halvik Corp. 401(k) Plan surged - up 32.2% during 2023, from $12M to $16M. Reported net income was $4M.
How have Halvik Corp plan assets changed over time?
Across 3 plan years on file (2022-2024), Halvik Corp's sponsor-wide assets grew 71.6%, from $12M to $21M.
Which 401(k) plans are similar in size to Halvik Corp. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Longbridge Financial LLC 401(k) Profit Sharing Plan in NJ ($16M, 399 participants).
Which 401(k) plans cover a similar participant headcount to Halvik Corp. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan in OH (304 participants, $27M in assets).