401(k) · DOL Form 5500 · 2023
Haleon US Holdings LLC 401(k) Plan
Data updated 2026-08-11
- $645M
- Total assets
- 2,819
- Participants
- 98th
- Percentile by assets
- $228,683
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $645M
- total plan assets (2023 EOY)
- 2,819
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $228,683
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Haleon 401(k) Plan reports 2,819 participants - 3.3x that state average ($645M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $519M |
|---|---|
| Net Assets (End of Year) | $645M |
| Net Income | $126M |
| Employer EIN | 472931057 |
| Plan Effective Date | 2022-06-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Haleon US Holdings LLC)
| 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
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Haleon 401(k) Plan by total assets, not by location.
- Bt U.S. Retirement Savings Plan 401(k) (TX) $645M · 856
- Premier Healthcare Solutions, Inc. Retirement Savings Plan (NC) $645M · 2,775
- Exact Sciences Corporation 401(k) Plan (WI) $646M · 5,918
- Erm - US Salary Deferral Plan (PA) $646M · 2,222
Frequently Asked Questions
How did Haleon 401(k) Plan assets move in 2023? ▼
How have Haleon US Holdings LLC plan assets changed over time? ▼
Where does Haleon 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Haleon 401(k) Plan? ▼
Next read for Haleon 401(k) Plan
Filing takeaways
Ways to act on Haleon 401(k) Plan's numbers.
- By total assets, Haleon 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Haleon US Holdings LLC's sponsor-wide assets have grown 41.7% since 2022 across 3 plan years on file. More Manufacturing plans