401(k) · DOL Form 5500 · 2024
James S. Heaton Company, Inc./Halo Electronics, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $482,999
- Avg per participant High balance/head
Official DOL plan name: James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan · Sponsored by James S. Heaton Company, Inc./Halo Electronics, Inc. · California · Manufacturing
$9M in assets, 18 participants
James S. Heaton Company, Inc./Halo Electronics, Inc.'s James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan reported $9M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #6,710 in Manufacturing (17,777 peers)
James S. Heaton Company, Inc./Halo Electronics, Inc. multi-year trail
James S. Heaton Company, Inc./Halo Electronics, Inc.'s plans moved +38.8% in assets from 2022 to 2024; this filing shows James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan at $9M / 18 participants.
- #6,710
- in Manufacturing (17,777 peers)
- +14.4%
- assets growth YoY
James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan's mid-pack asset rank among Manufacturing and all filers
James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,693,973 Top 47% higher than 53% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral 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. James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
DOL schedule card
Filing strip 941695802 · James S. Heaton Company, Inc./Halo Electronics, Inc. PY 2024 · 401(k)
James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan · $9M · 18 · 53rd
- IND $9M
- IND 18
- IND 53rd
- IND 401(k)
- IND near Bayloff Stamped Products 401(k) Profit Sharing Plan & Trust
- IND ind #6710
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 California →
James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan in the asset neighbourhood
James S. Heaton Company, Inc./Halo Electronics, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All James S. Heaton Company, Inc./Halo Electronics, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 38.79630628898968% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $6M |
| 2023 | 1 | 18 | $8M |
| 2024 | 1 | 18 | $9M |
James S. Heaton Company, Inc./Halo Electronics, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 941695802 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
James S. Heaton Company, Inc. / Halo Electronics Inc. Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Bayloff Stamped Products 401(k) Profit Sharing Plan & Trust in MI ($9M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (18 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.