Profit Sharing · DOL Form 5500 · 2024

Halbert Mill Company of Texas, Inc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
28th
Percentile by assets National rank
$138,586
Avg per participant Near avg balance/head
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Official DOL plan name: Halbert Mill Company and Affiliates Profit Sharing Plan · Sponsored by Halbert Mill Company of Texas, Inc · Texas · Wholesale Trade

$2M in assets, 12 participants

Halbert Mill Company of Texas, Inc's Halbert Mill Company and Affiliates Profit Sharing Plan reported $2M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,008 in Wholesale Trade (6,080 peers)

Halbert Mill Company of Texas, Inc multi-year trail

Halbert Mill Company of Texas, Inc's plans moved +32.1% in assets from 2022 to 2024; this filing shows Halbert Mill Company and Affiliates Profit Sharing Plan at $2M / 12 participants.

#1,008
in Wholesale Trade (6,080 peers)
+10.5%
assets growth YoY

Halbert Mill Company and Affiliates Profit Sharing Plan among the smaller filed plans by assets

Halbert Mill Company and Affiliates Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,663,037 28th percentile higher than 28% of 123,620 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 2024

Halbert Mill Company and Affiliates Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Halbert Mill Company and Affiliates Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Halbert Mill Company and Affiliates Profit Sharing Plan reported net income fell from $246K in the plan year 2023 filing to $158K in the plan year 2024 filing.
  • Halbert Mill Company and Affiliates Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 751461699 · Halbert Mill Company of Texas, Inc PY 2024 · Profit Sharing

Halbert Mill Company and Affiliates Profit Sharing Plan · $2M · 12 · 28th

  • EIN $2M
  • RANK 12
  • PHOTO 28th
  • IND Profit Sharing
  • EOY near Otten Haus, Inc. Retirement Plan
  • 5500 ind #1008

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 Wholesale Trade retirement plans → · Plans in Texas →

Halbert Mill Company and Affiliates Profit Sharing Plan in the asset neighbourhood

Halbert Mill Company and Affiliates Profit Sharing PlanHalbert Mill Company and Aff…$2MOtten Haus, Inc. Retirement PlanOtten Haus, Inc. Retirement …$2MZorro's Pack, Inc. Profit Sharing PlanZorro's Pack, Inc. Profit Sh…$2MColorado Neurosurgery Associates PC Employee Age Weighted Profit Sharing PlanColorado Neurosurgery Associ…$2MBostwick Investments Inc. Retirement PlanBostwick Investments Inc. Re…$2M
End-of-year total assets ($M) among Halbert Mill Company and Affiliates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Halbert Mill Company of Texas, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Halbert Mill Company of Texas, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 32.082141668645605% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M 202220232024 $1.26M $1.66M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 12 $1M
2023 1 12 $2M
2024 1 12 $2M

Halbert Mill Company of Texas, Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$158K
Employer EIN751461699
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Halbert Mill Company and Affiliates Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Halbert Mill Company and Affiliates Profit Sharing Plan, Total assets ($B): 0.001663037 · Participants: 12Halbert Mill Company and Affiliates Profit Sharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Halbert Mill Company and Affiliates Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Halbert Mill Company and Affiliates Profit Sharing Plan side-by-side with 3 peers →

Halbert Mill Company and Affiliates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Otten Haus, Inc. Retirement Plan in OH ($2M); by covered participants it is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Halbert Mill Company and Affiliates Profit Sharing Plan assets move in 2024? ▼
Halbert Mill Company and Affiliates Profit Sharing Plan grew at a solid clip - up 10.5% during 2024, from $2M to $2M. Reported net income was $158K.
How have Halbert Mill Company of Texas, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halbert Mill Company of Texas, Inc's sponsor-wide assets grew 32.1%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Halbert Mill Company and Affiliates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Otten Haus, Inc. Retirement Plan in OH ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Halbert Mill Company and Affiliates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751461699.

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.