401(k) · DOL Form 5500 · 2024

Hal Leonard LLC 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
317
Participants Below avg headcount
85th
Percentile by assets National rank
$170,247
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hal Leonard LLC Deferred Compensation Profit Sharing Plan · Sponsored by Hal Leonard LLC · Wisconsin · Information & Media

$54M in assets, 317 participants

Hal Leonard LLC's Hal Leonard LLC Deferred Compensation Profit Sharing Plan reported $54M in total assets and 317 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.

  • #2,249 in Information & Media (2,822 peers)

Where Hal Leonard LLC Deferred Compensation Profit Sharing Plan sits by assets

Hal Leonard LLC Deferred Compensation Profit Sharing Plan sits in the top quartile of all filed plans by assets, $54M for 317 participants (~$170,247/participant), up 8.2% in 2024.

#2,249
in Information & Media (2,822 peers)
+8.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Hal Leonard LLC Deferred Compensation Profit Sharing Plan's outsized position by total assets

Hal Leonard LLC Deferred Compensation Profit Sharing Plan vs every filed plan by assets

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

$53,968,142 Top 15% higher than 85% 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

Hal Leonard LLC Deferred Compensation 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. Hal Leonard LLC Deferred Compensation Profit Sharing Plan sits mid-pack in the medium band (317 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hal Leonard LLC Deferred Compensation Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Hal Leonard LLC Deferred Compensation Profit Sharing Plan reported participants fell from 368 in the plan year 2023 filing to 317 in the plan year 2024 filing.
  • Hal Leonard LLC Deferred Compensation Profit Sharing Plan end-of-year assets rose from $50M in the plan year 2023 filing to $54M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391776304 · Hal Leonard LLC PY 2024 · 401(k)

Hal Leonard LLC Deferred Compensation Profit Sharing Plan · $54M · 317 · 85th

  • RANK $54M
  • RANK 317
  • RANK 85th
  • RANK 401(k)
  • RANK near Acuity, Inc. 401(k) Plan
  • RANK ind #2249

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 Information & Media retirement plans → · Plans in Wisconsin →

Hal Leonard LLC Deferred Compensation Profit Sharing Plan in the asset neighbourhood

Highlands Oncology Group, P.a. 401(k) PlanHighlands Oncology Group, P.…$54MVan Diest Supply Co 401(k) Retirement PlanVan Diest Supply Co 401(k) R…$54MHal Leonard LLC Deferred Compensation Profit Sharing PlanHal Leonard LLC Deferred Com…$54MAcuity, Inc. 401(k) Plan$54MAllied Mechanical Services, Inc. Profit Sharing and Retirement Savings PlanAllied Mechanical Services, …$54M
End-of-year total assets ($M) among Hal Leonard LLC Deferred Compensation Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$54M
Net Income$4M
Employer EIN391776304
Plan Effective Date1962-12-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Hal Leonard LLC)

Sponsor-wide plan assets over time

All Hal Leonard LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 14.276581887336478% vs 2022
2024 filing year
$45M$50M$55M 202220232024 $47.2M $54M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 359 $47M
2023 1 368 $50M
2024 1 317 $54M

Nearby 401(k) Plans in Wisconsin

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

Hal Leonard LLC Deferred Compensation Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Hal Leonard LLC Deferred Compensation Profit Sharing Plan, Total assets ($B): 0.053968142 · Participants: 317Hal Leonard LLC Deferred Compensation 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
Hal Leonard LLC Deferred Compensation Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Hal Leonard LLC Deferred Compensation Profit Sharing Plan side-by-side with 3 peers →

Hal Leonard LLC Deferred Compensation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Acuity, Inc. 401(k) Plan in VA ($54M); by covered participants it is Ace Industries, Inc. 401(k) Profit Sharing Plan in GA (317 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (317 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 Hal Leonard LLC Deferred Compensation Profit Sharing Plan assets move in 2024? ▼
Hal Leonard LLC Deferred Compensation Profit Sharing Plan grew at a solid clip - up 8.2% during 2024, from $50M to $54M. Reported net income was $4M.
How have Hal Leonard LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hal Leonard LLC's sponsor-wide assets grew 14.3%, from $47M to $54M.
Where does Hal Leonard LLC Deferred Compensation Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hal Leonard LLC Deferred Compensation Profit Sharing Plan ranks in the 85th 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 Hal Leonard LLC Deferred Compensation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acuity, Inc. 401(k) Plan in VA ($54M, 344 participants).
Which 401(k) plans cover a similar participant headcount to Hal Leonard LLC Deferred Compensation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ace Industries, Inc. 401(k) Profit Sharing Plan in GA (317 participants, $17M 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 391776304.

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.