401(k) · DOL Form 5500 · 2024

Halquist Stone Company, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
257
Participants Below avg headcount
78th
Percentile by assets National rank
$124,781
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Halquist Stone Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Halquist Stone Company, Inc. · Wisconsin · Mining & Oil Extraction

$32M in assets, 257 participants

Halquist Stone Company, Inc.'s Halquist Stone Company, Inc. 401(k) Profit Sharing Plan reported $32M in total assets and 257 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #501 in Mining & Oil Extraction (785 peers)

Coverage in Wisconsin

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan covers 257 participants in Wisconsin, about 46% of the average Wisconsin filer (state average ~563 per filing). Assets: $32M.

#501
in Mining & Oil Extraction (785 peers)
+10.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$32,068,635 Top 22% higher than 78% of 123,620 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 2024

Halquist Stone Company, Inc. 401(k) 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. Halquist Stone Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (257 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Halquist Stone Company, Inc. 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Halquist Stone Company, Inc. 401(k) Profit Sharing Plan reported participants fell from 288 in the plan year 2023 filing to 257 in the plan year 2024 filing.
  • Halquist Stone Company, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2023 filing to $32M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391139607 · Halquist Stone Company, Inc. PY 2024 · 401(k)

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan · $32M · 257 · 78th

  • EOY $32M
  • 5500 257
  • ASSETS 78th
  • PCT 401(k)
  • EIN near Walter & Haverfield LLP Profit Sharing Retirement Plan
  • RANK ind #501

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 Mining & Oil Extraction retirement plans → · Plans in Wisconsin →

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Halquist Stone Company, Inc. 401(k) Profit Sharing PlanHalquist Stone Company, Inc.…$32MWalter & Haverfield LLP Profit Sharing Retirement PlanWalter & Haverfield LLP Prof…$32MUnion Bank 401(k) Plan$32MProfessional Group Plans, Inc. 401(k) PlanProfessional Group Plans, In…$32MManhattan Beer Distributors Union Employees 401(k) PlanManhattan Beer Distributors …$32M
End-of-year total assets ($M) among Halquist Stone Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$32M
Net Income$3M
Employer EIN391139607
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halquist Stone Company, Inc.)

Sponsor-wide plan assets over time

All Halquist Stone Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 35.5784894619702% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.7M $32.1M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 261 $24M
2023 1 288 $29M
2024 1 257 $32M

Nearby 401(k) Plans in Wisconsin

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

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Halquist Stone Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.032068635 · Participants: 257Halquist Stone Company, Inc. 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Halquist Stone Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Halquist Stone Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Halquist Stone Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Walter & Haverfield LLP Profit Sharing Retirement Plan in OH ($32M); by covered participants it is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Halquist Stone Company, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Halquist Stone Company, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 10.3% during 2024, from $29M to $32M. Reported net income was $3M.
How have Halquist Stone Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halquist Stone Company, Inc.'s sponsor-wide assets grew 35.6%, from $24M to $32M.
Where does Halquist Stone Company, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Halquist Stone Company, Inc. 401(k) Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Halquist Stone Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Walter & Haverfield LLP Profit Sharing Retirement Plan in OH ($32M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Halquist Stone Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (257 participants, $33M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391139607.

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.