401(k) · DOL Form 5500 · 2023

Haleon US Holdings LLC 401(k) Plan

Data updated 2026-08-25

$645M
Total assets Above avg plan size
2,819
Participants Above avg headcount
98th
Percentile by assets National rank
$228,683
Avg per participant Above avg balance/head
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Official DOL plan name: Haleon 401(k) Plan · Sponsored by Haleon US Holdings LLC · New Jersey · Manufacturing

$645M in assets, 2,819 participants

Haleon US Holdings LLC's Haleon 401(k) Plan reported $645M in total assets and 2,819 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #18,083 in Manufacturing (18,722 peers)

Coverage in New Jersey

Haleon 401(k) Plan covers 2,819 participants in New Jersey, 3.3x the typical New Jersey plan (state average ~844 per filing). Assets: $645M.

#18,083
in Manufacturing (18,722 peers)
+24.3%
assets growth YoY
6.5×
vs typical plan assets (national mean)

Haleon 401(k) Plan's outsized position by total assets

Haleon 401(k) Plan vs every filed plan by assets

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

$644,658,470 Top 2% higher than 98% 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

Haleon 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haleon 401(k) Plan lands in the large band (2,819 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Haleon 401(k) Plan reported net income rose from $12M in the plan year 2022 filing to $126M in the plan year 2023 filing.
  • Haleon 401(k) Plan end-of-year assets rose from $519M in the plan year 2022 filing to $645M in the plan year 2023 filing.
  • Haleon 401(k) Plan reported participants rose from 2,442 in the plan year 2022 filing to 2,819 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 472931057 · Haleon US Holdings LLC PY 2023 · 401(k)

Haleon 401(k) Plan · $645M · 2,819 · 98th

  • BOOK $645M
  • VS-ST 2,819
  • BOY 98th
  • SCH 401(k)
  • EBSA near Bt U.S. Retirement Savings Plan 401(k)
  • PART ind #18083

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 New Jersey →

Haleon 401(k) Plan in the asset neighbourhood

Erm - US Salary Deferral Plan$646MExact Sciences Corporation 401(k) PlanExact Sciences Corporation 4…$646MPremier Healthcare Solutions, Inc. Retirement Savings PlanPremier Healthcare Solutions…$645MBt U.S. Retirement Savings Plan 401(k)Bt U.S. Retirement Savings P…$645MHaleon 401(k) Plan$645M
End-of-year total assets ($M) among Haleon 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$519M
Net Assets (End of Year)$645M
Net Income$126M
Employer EIN472931057
Plan Effective Date2022-06-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Haleon US Holdings LLC)

Sponsor-wide plan assets over time

All Haleon US Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$735M 41.66597978743311% vs 2022
2024 filing year
$400M$500M$600M$700M$800M 202220232024 $519M $735M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 2,442 $519M
2023 1 2,819 $645M
2024 1 2,726 $735M

Nearby 401(k) Plans in New Jersey

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

Haleon 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Haleon 401(k) Plan, Total assets ($B): 0.64465847 · Participants: 2819Haleon 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Haleon 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Haleon 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Bt U.S. Retirement Savings Plan 401(k) in TX ($645M); by covered participants it is Veterinary Practice Partners, LLC 401(k) Plan in PA (2,819 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($645M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,819 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 Haleon 401(k) Plan assets move in 2023? ▼
Haleon 401(k) Plan grew sharply - up 24.3% during 2023, from $519M to $645M. Reported net income was $126M.
How have Haleon US Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haleon US Holdings LLC's sponsor-wide assets grew 41.7%, from $519M to $735M.
Where does Haleon 401(k) Plan rank by assets among Form 5500 filers? ▼
Haleon 401(k) Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Haleon 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bt U.S. Retirement Savings Plan 401(k) in TX ($645M, 856 participants).
Which 401(k) plans cover a similar participant headcount to Haleon 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Veterinary Practice Partners, LLC 401(k) Plan in PA (2,819 participants, $48M 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 472931057.

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.