401(k) · DOL Form 5500 · 2024

W. L. Halsey Grocery Co., Inc. (D/B/a Food Service 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
160
Participants Small participant base
53rd
Percentile by assets National rank
$55,630
Avg per participant Low balance/head
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Official DOL plan name: Halsey Grocery 401(k) Plan · Sponsored by W. L. Halsey Grocery Co., Inc. (D/B/a Food Service · Alabama · Retail Trade

$9M in assets, 160 participants

W. L. Halsey Grocery Co., Inc. (D/B/a Food Service's Halsey Grocery 401(k) Plan reported $9M in total assets and 160 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.

  • #5,122 in Retail Trade (8,048 peers)

Coverage in Alabama

Halsey Grocery 401(k) Plan covers 160 participants in Alabama, about 44% of the average Alabama filer (state average ~360 per filing). Assets: $9M.

#5,122
in Retail Trade (8,048 peers)
+12.2%
assets growth YoY

Halsey Grocery 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Halsey Grocery 401(k) Plan vs every filed plan by assets

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

$8,900,771 Top 47% higher than 53% 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

Halsey Grocery 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Halsey Grocery 401(k) Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Halsey Grocery 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $969K in the plan year 2024 filing.
  • Halsey Grocery 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Halsey Grocery 401(k) Plan reported participants rose from 153 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 680092300 · W. L. Halsey Grocery Co., Inc. (D/B/a Food Service PY 2024 · 401(k)

Halsey Grocery 401(k) Plan · $9M · 160 · 53rd

  • PHOTO $9M
  • PHOTO 160
  • PHOTO 53rd
  • PHOTO 401(k)
  • PHOTO near Plant Maintenance Service Corporation Retirement Plan
  • PHOTO ind #5122

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 Retail Trade retirement plans → · Plans in Alabama →

Halsey Grocery 401(k) Plan in the asset neighbourhood

Halsey Grocery 401(k) Plan$9MPlant Maintenance Service Corporation Retirement PlanPlant Maintenance Service Co…$9MCitrus Health Group 401(k) PlanCitrus Health Group 401(k) P…$9MOregon Eye Consultants, LLC Employee Savings PlanOregon Eye Consultants, LLC …$9MBuffalo Land Retirement Plan$9M
End-of-year total assets ($M) among Halsey Grocery 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$969K
Employer EIN680092300
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W. L. Halsey Grocery Co., Inc. (D/B/a Food Service)

Sponsor-wide plan assets over time

All W. L. Halsey Grocery Co., Inc. (D/B/a Food Service plans reported in each filing year

Latest sponsor-wide plan assets
$9M 32.999642725168684% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.69M $8.9M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 150 $7M
2023 1 153 $8M
2024 1 160 $9M

Nearby 401(k) Plans in Alabama

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

Halsey Grocery 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Halsey Grocery 401(k) Plan, Total assets ($B): 0.008900771 · Participants: 160Halsey Grocery 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Halsey Grocery 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Halsey Grocery 401(k) Plan side-by-side with 3 peers →

Halsey Grocery 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Plant Maintenance Service Corporation Retirement Plan in TN ($9M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Halsey Grocery 401(k) Plan assets move in 2024? ▼
Halsey Grocery 401(k) Plan grew at a solid clip - up 12.2% during 2024, from $8M to $9M. Reported net income was $969K.
How have W. L. Halsey Grocery Co., Inc. (D/B/a Food Service plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W. L. Halsey Grocery Co., Inc. (D/B/a Food Service's sponsor-wide assets grew 33.0%, from $7M to $9M.
Which 401(k) plans are similar in size to Halsey Grocery 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plant Maintenance Service Corporation Retirement Plan in TN ($9M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Halsey Grocery 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 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 680092300.

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.