401(k) · DOL Form 5500 · 2024
Hafele America Co. 401(k) Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 487
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $109,038
- Avg per participant Below avg balance/head
Official DOL plan name: Hafele America Co. Retirement Savings and Profit Sharing Plan · Sponsored by Hafele America Co. · North Carolina · Wholesale Trade
$53M in assets, 487 participants
Hafele America Co.'s Hafele America Co. Retirement Savings and Profit Sharing Plan reported $53M in total assets and 487 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #5,232 in Wholesale Trade (6,080 peers)
Where Hafele America Co. Retirement Savings and Profit Sharing Plan sits by assets
Hafele America Co. Retirement Savings and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $53M for 487 participants (~$109,038/participant), up 8.0% in 2024.
- #5,232
- in Wholesale Trade (6,080 peers)
- +8.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Hafele America Co. Retirement Savings and Profit Sharing Plan's outsized position by total assets
Hafele America Co. Retirement Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$53,101,437 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Hafele America Co. Retirement Savings and Profit Sharing 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. Hafele America Co. Retirement Savings and Profit Sharing Plan sits mid-pack in the medium band (487 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hafele America Co. Retirement Savings and Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Hafele America Co. Retirement Savings and Profit Sharing Plan end-of-year assets rose from $49M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- Hafele America Co. Retirement Savings and Profit Sharing Plan reported participants rose from 482 in the plan year 2023 filing to 487 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 561952217 · Hafele America Co. PY 2024 · 401(k)
Hafele America Co. Retirement Savings and Profit Sharing Plan · $53M · 487 · 85th
- PHOTO $53M
- IND 487
- EOY 85th
- 5500 401(k)
- ASSETS near Sunrider International Retirement Savings Plan
- PCT ind #5232
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 North Carolina →
Hafele America Co. Retirement Savings and Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $4M |
| Employer EIN | 561952217 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hafele America Co.)
Sponsor-wide plan assets over time
All Hafele America Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 30.30623935032981% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 457 | $41M |
| 2023 | 1 | 482 | $49M |
| 2024 | 1 | 487 | $53M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Hafele America Co. Retirement Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Sunrider International Retirement Savings Plan in CA ($53M); by covered participants it is Election Systems & Software, LLC 401(k) Plan in NE (487 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Sunrider International Retirement Savings Plan (CA) $53M · 261
- Mason Companies Retirement and Savings Plan (WI) $53M · 516
- Ebara Technologies, Inc. 401(k) Savings Plan (CA) $53M · 346
- D & W Fine Pack LLC 401(k) Plan (IL) $53M · 1,053
Similar participant headcount
Nearest other-state filings by covered participants (487 participants); asset peers above are excluded.
- Election Systems & Software, LLC 401(k) Plan (NE) 487 · 0 off
- Educators Credit Union 401(k) Plan & Trust (WI) 487 · 0 off
- Worth Ross 401(k) Plan (TX) 487 · 0 off
- Sps Poolcare 401(k) Plan (TX) 487 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.