401(k) · DOL Form 5500 · 2023

Haldeman-Homme 401(k) Plan

Compiled by PlainRetire Editorial , Retirement Plans Editorial Team

Data updated 2026-05-15

$3M
Total assets: 303
Participants: 33th
Percentile by assets: $8,501
Avg per participant

Sponsored by Haldeman-Homme Holdings, Inc. · Minnesota · Real Estate

What the 2023 filing shows

Haldeman-Homme 401(k) Plan holds $3M for 303 participants - about $8,501 per participant, in the lower half of filed plans by assets, up 523.9% over the 2023 plan year.

$3M
total plan assets (2023 EOY): 303
covered participants: 33th
percentile by assets (of 126,618 plans): $8,501
avg assets per participant

State

Minnesota

Industry

Real Estate

401(k) · DOL Form 5500 · 2023

What the Filing Says About Haldeman-Homme 401(k) Plan

Haldeman-Homme 401(k) Plan is a 401(k) retirement plan sponsored by Haldeman-Homme Holdings, Inc., headquartered in Minnesota. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 303 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 843006919, and the plan has been effective since 2023-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets surged from $413K at the beginning of 2023 to $3M at year-end - up 523.9%. Net assets (after liabilities) closed the year at $3M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Haldeman-Homme 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2023)

Total Assets (Beginning of Year)	$413K
Total Assets (End of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$2M
Plan Type	401(k)
Employer EIN	843006919
Plan Effective Date	2023-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
Target Corporation 401(k) Plan $13.0B · 432,617
Medtronic Savings and Investment Plan $12.9B · 44,342
3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
U.S. Bank 401(k) Savings Plan $10.3B · 75,272

Compare Haldeman-Homme 401(k) Plan side-by-side with 3 peers →

Frequently Asked Questions

How much money is in the Haldeman-Homme 401(k) Plan? ▼

As of the 2023 Form 5500 filing, Haldeman-Homme 401(k) Plan holds $3M in total assets with 303 participants. It is sponsored by Haldeman-Homme Holdings, Inc..

What type of plan is Haldeman-Homme 401(k) Plan? ▼

Haldeman-Homme 401(k) Plan is a 401(k) plan. It has been effective since 2023-07-01. The plan is filed with the U.S. Department of Labor under EIN 843006919.

Who sponsors the Haldeman-Homme 401(k) Plan? ▼

Haldeman-Homme 401(k) Plan is sponsored by Haldeman-Homme Holdings, Inc., located in Minnesota. The sponsor's EIN is 843006919 and the plan operates in the Real Estate industry.

How did Haldeman-Homme 401(k) Plan perform in 2023? ▼

Haldeman-Homme 401(k) Plan surged - up 523.9% during 2023, moving from $413K to $3M in total assets. Net income was $2M.

What this filing means

Ways to act on Haldeman-Homme 401(k) Plan's numbers.

By total assets, Haldeman-Homme 401(k) Plan ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 843006919.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.