401(k) · DOL Form 5500 · 2023

Samuel Hale, LLC 401(k) Plan

Data updated 2026-08-25

$969K
Total assets Small plan by assets
258
Participants Below avg headcount
23rd
Percentile by assets National rank
$3,756
Avg per participant Low balance/head
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Official DOL plan name: Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan · Sponsored by Samuel Hale, LLC · California · Agriculture, Forestry & Fishing

$969K in assets, 258 participants

Samuel Hale, LLC's Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan reported $969K in total assets and 258 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #279 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in California

Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan covers 258 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $969K.

#279
in Agriculture, Forestry & Fishing (1,288 peers)
+105.3%
assets growth YoY

Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan among the smaller filed plans by assets

Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan vs every filed plan by assets

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

$969,002 23rd percentile higher than 23% 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

Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings 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. Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan sits mid-pack in the medium band (258 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan end-of-year assets rose from $472K in the plan year 2022 filing to $969K in the plan year 2023 filing.
  • Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan reported net income rose from $243K in the plan year 2022 filing to $497K in the plan year 2023 filing.
  • Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan reported participants rose from 228 in the plan year 2022 filing to 258 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 320491109 · Samuel Hale, LLC PY 2023 · 401(k)

Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan · $969K · 258 · 23rd

  • EOY $969K
  • 5500 258
  • ASSETS 23rd
  • PCT 401(k)
  • EIN near It Keysource Inc 401(k) Profit Sharing Plan & Trust
  • RANK ind #279

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan in the asset neighbourhood

Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings PlanSamuel Hale, LLC Adopter of …$969KIt Keysource Inc 401(k) Profit Sharing Plan & TrustIt Keysource Inc 401(k) Prof…$969KColumbia Valley Fruit, LLC 401(k) Profit Sharing Plan and TrustColumbia Valley Fruit, LLC 4…$969KBill Galati Pools, Inc. 401(k) Profit Sharing Plan and TrustBill Galati Pools, Inc. 401(…$969KWm 401(k) Plan$969K
End-of-year total assets ($M) among Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$472K
Net Assets (End of Year)$969K
Net Income$497K
Employer EIN320491109
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Samuel Hale, LLC)

Sponsor-wide plan assets over time

All Samuel Hale, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$969K 105.32574470158961% vs 2022
2023 filing year
$0.4M$0.6M$0.8M$1M$1.2M 20222023 $0.47M $0.97M ▲ +106.4%
Year Plans Participants Total Assets
2022 1 228 $472K
2023 1 258 $969K

Nearby 401(k) Plans in California

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

Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan, Total assets ($B): 0.000969002 · Participants: 258Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan side-by-side with 3 peers →

Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is It Keysource Inc 401(k) Profit Sharing Plan & Trust in NC ($969K); by covered participants it is Validatek Retirement Savings Plan in VA (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 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 Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan assets move in 2023? ▼
Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan surged - up 105.3% during 2023, from $472K to $969K. Reported net income was $497K.
How have Samuel Hale, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Samuel Hale, LLC's sponsor-wide assets grew 105.3%, from $472K to $969K.
Where does Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan rank by assets among Form 5500 filers? ▼
Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is It Keysource Inc 401(k) Profit Sharing Plan & Trust in NC ($969K, 80 participants).
Which 401(k) plans cover a similar participant headcount to Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Validatek Retirement Savings Plan in VA (258 participants, $23M 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 320491109.

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.