401(k) · DOL Form 5500 · 2024

Tj Hale Company, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
88
Participants Small participant base
59th
Percentile by assets National rank
$133,354
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tj Hale Company 401(k) Savings Plan · Sponsored by Tj Hale Company, LLC · Wisconsin · Manufacturing

$12M in assets, 88 participants

Tj Hale Company, LLC's Tj Hale Company 401(k) Savings Plan reported $12M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,144 in Manufacturing (17,777 peers)

Tj Hale Company, LLC multi-year trail

Tj Hale Company, LLC's plans moved +22.3% in assets from 2022 to 2024; this filing shows Tj Hale Company 401(k) Savings Plan at $12M / 88 participants.

#8,144
in Manufacturing (17,777 peers)
+9.7%
assets growth YoY

Tj Hale Company 401(k) Savings Plan's mid-pack asset rank among Manufacturing and all filers

Tj Hale Company 401(k) Savings Plan vs every filed plan by assets

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

$11,735,113 Top 41% higher than 59% 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

Tj Hale Company 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tj Hale Company 401(k) Savings Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tj Hale Company 401(k) Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Tj Hale Company 401(k) Savings Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Tj Hale Company 401(k) Savings Plan reported participants rose from 85 in the plan year 2023 filing to 88 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 463954205 · Tj Hale Company, LLC PY 2024 · 401(k)

Tj Hale Company 401(k) Savings Plan · $12M · 88 · 59th

  • IND $12M
  • EOY 88
  • 5500 59th
  • ASSETS 401(k)
  • PCT near Point Monitor Corporation 401(k) Plan
  • EIN ind #8144

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 Wisconsin →

Tj Hale Company 401(k) Savings Plan in the asset neighbourhood

Tj Hale Company 401(k) Savings PlanTj Hale Company 401(k) Savin…$12MMoody National Management, LP 401(k) PlanMoody National Management, L…$12MPoint Monitor Corporation 401(k) PlanPoint Monitor Corporation 40…$12MBloomington Pediatrics, Ltd. Employees' Profit-Sharing PlanBloomington Pediatrics, Ltd.…$12MPrima Medical Foundation 401(k) Profit Sharing Plan and TrustPrima Medical Foundation 401…$12M
End-of-year total assets ($M) among Tj Hale Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tj Hale Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Tj Hale Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 22.265748479012064% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.6M $11.7M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 65 $10M
2023 1 85 $11M
2024 1 88 $12M

Tj Hale Company, LLC filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN463954205
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Tj Hale Company 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Tj Hale Company 401(k) Savings Plan, Total assets ($B): 0.011735113 · Participants: 88Tj Hale Company 401(k) Savings 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
Tj Hale Company 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Tj Hale Company 401(k) Savings Plan side-by-side with 3 peers →

Tj Hale Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Point Monitor Corporation 401(k) Plan in OR ($12M); by covered participants it is Gana-A'yoo Limited 401(k) Retirement Plan in AK (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Tj Hale Company 401(k) Savings Plan assets move in 2024? ▼
Tj Hale Company 401(k) Savings Plan grew at a solid clip - up 9.7% during 2024, from $11M to $12M. Reported net income was $1M.
How have Tj Hale Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tj Hale Company, LLC's sponsor-wide assets grew 22.3%, from $10M to $12M.
Which 401(k) plans are similar in size to Tj Hale Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Point Monitor Corporation 401(k) Plan in OR ($12M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Tj Hale Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gana-A'yoo Limited 401(k) Retirement Plan in AK (88 participants, $2M 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 463954205.

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.