401(k) · DOL Form 5500 · 2024

Haldeman Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
60
Participants Small participant base
54th
Percentile by assets National rank
$150,680
Avg per participant Above avg balance/head
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Official DOL plan name: Haldeman Inc. 401(k) Plan · Sponsored by Haldeman Inc. · California · Wholesale Trade

$9M in assets, 60 participants

Haldeman Inc.'s Haldeman Inc. 401(k) Plan reported $9M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,701 in Wholesale Trade (6,080 peers)

Haldeman Inc. multi-year trail

Haldeman Inc.'s plans moved +30.3% in assets from 2022 to 2024; this filing shows Haldeman Inc. 401(k) Plan at $9M / 60 participants.

#2,701
in Wholesale Trade (6,080 peers)
+30.7%
assets growth YoY

Haldeman Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Haldeman Inc. 401(k) Plan vs every filed plan by assets

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

$9,040,804 Top 46% higher than 54% 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

Haldeman Inc. 401(k) 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. Haldeman Inc. 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Haldeman Inc. 401(k) Plan reported net income rose from -$22K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Haldeman Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Haldeman Inc. 401(k) Plan reported participants fell from 61 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 950803020 · Haldeman Inc. PY 2024 · 401(k)

Haldeman Inc. 401(k) Plan · $9M · 60 · 54th

  • BOOK $9M
  • VS-ST 60
  • BOY 54th
  • SCH 401(k)
  • EBSA near Elite Sportswear 401(k) Retirement Plan
  • PART ind #2701

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 California →

Haldeman Inc. 401(k) Plan in the asset neighbourhood

Haldeman Inc. 401(k) Plan$9MElite Sportswear 401(k) Retirement PlanElite Sportswear 401(k) Reti…$9MEmbark Veterinary Retirement PlanEmbark Veterinary Retirement…$9MLawn Doctor, Inc. Employee Savings PlanLawn Doctor, Inc. Employee S…$9MCompressor Engineering Corporation 401(k) Profit Sharing PlanCompressor Engineering Corpo…$9M
End-of-year total assets ($M) among Haldeman Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Haldeman Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Haldeman Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 30.288523063052885% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.94M $9.04M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 68 $7M
2023 1 61 $7M
2024 1 60 $9M

Haldeman Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN950803020
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Haldeman Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Haldeman Inc. 401(k) Plan, Total assets ($B): 0.009040804 · Participants: 60Haldeman Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Haldeman Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Haldeman Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Elite Sportswear 401(k) Retirement Plan in PA ($9M); by covered participants it is Service Caster Corporation 401(k) Profit Sharing Plan & Trust in PA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Haldeman Inc. 401(k) Plan assets move in 2024? ▼
Haldeman Inc. 401(k) Plan surged - up 30.7% during 2024, from $7M to $9M. Reported net income was $2M.
How have Haldeman Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haldeman Inc.'s sponsor-wide assets grew 30.3%, from $7M to $9M.
Which 401(k) plans are similar in size to Haldeman Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elite Sportswear 401(k) Retirement Plan in PA ($9M, 288 participants).
Which 401(k) plans cover a similar participant headcount to Haldeman Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Service Caster Corporation 401(k) Profit Sharing Plan & Trust in PA (60 participants, $2M 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 950803020.

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.