401(k) · DOL Form 5500 · 2024
Hale Trailer Brake & Wheel, Inc. 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 484
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $74,994
- Avg per participant Below avg balance/head
Official DOL plan name: Hale Trailer Brake & Wheel, Inc. 401(k) Plan · Sponsored by Hale Trailer Brake & Wheel, Inc. · New Jersey · Manufacturing
$36M in assets, 484 participants
Hale Trailer Brake & Wheel, Inc.'s Hale Trailer Brake & Wheel, Inc. 401(k) Plan reported $36M in total assets and 484 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #12,856 in Manufacturing (17,777 peers)
Where Hale Trailer Brake & Wheel, Inc. 401(k) Plan sits by assets
Hale Trailer Brake & Wheel, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 484 participants (~$74,994/participant), up 8.9% in 2024.
- #12,856
- in Manufacturing (17,777 peers)
- +8.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Hale Trailer Brake & Wheel, Inc. 401(k) Plan's outsized position by total assets
Hale Trailer Brake & Wheel, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,297,109 Top 20% higher than 80% 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
Hale Trailer Brake & Wheel, Inc. 401(k) 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. Hale Trailer Brake & Wheel, Inc. 401(k) Plan sits mid-pack in the medium band (484 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hale Trailer Brake & Wheel, Inc. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Hale Trailer Brake & Wheel, Inc. 401(k) Plan reported participants rose from 397 in the plan year 2023 filing to 484 in the plan year 2024 filing.
- Hale Trailer Brake & Wheel, Inc. 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $36M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 231622629 · Hale Trailer Brake & Wheel, Inc. PY 2024 · 401(k)
Hale Trailer Brake & Wheel, Inc. 401(k) Plan · $36M · 484 · 80th
- EIN $36M
- RANK 484
- PHOTO 80th
- IND 401(k)
- EOY near Cai Software LLC 401(k) Profit Sharing Plan
- 5500 ind #12856
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 →
Hale Trailer Brake & Wheel, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $3M |
| Employer EIN | 231622629 |
| Plan Effective Date | 1986-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hale Trailer Brake & Wheel, Inc.)
Sponsor-wide plan assets over time
All Hale Trailer Brake & Wheel, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 31.18487083043746% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 403 | $28M |
| 2023 | 1 | 397 | $33M |
| 2024 | 1 | 484 | $36M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Hale Trailer Brake & Wheel, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Cai Software LLC 401(k) Profit Sharing Plan in RI ($36M); by covered participants it is Murata Electronics North America, Inc. Employees' Retirement Savings Plan in GA (484 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Cai Software LLC 401(k) Profit Sharing Plan (RI) $36M · 121
- Axle Retirement Plan (MD) $36M · 548
- Synergos Companies 401(k) Plan (AZ) $36M · 2,632
- Postler & Jaeckle Corp. 401(k) Plan (NY) $36M · 117
Similar participant headcount
Nearest other-state filings by covered participants (484 participants); asset peers above are excluded.
- Murata Electronics North America, Inc. Employees' Retirement Savings Plan (GA) 484 · 0 off
- The Bay 101 401(k) Plan (CA) 484 · 0 off
- Macallister Retirement Savings Plan (IN) 484 · 0 off
- Cimarron Energy, Inc. Savings and Investment Plan (TX) 484 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.