401(k) · DOL Form 5500 · 2022

Halloran & Sage, LLP 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
138
Participants Small participant base
87th
Percentile by assets National rank
$326,904
Avg per participant High balance/head
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Official DOL plan name: Halloran & Sage, LLP Retirement and Deferred Salary Plan · Sponsored by Halloran & Sage, LLP · Connecticut · Professional & Technical Services

$45M in assets, 138 participants

Halloran & Sage, LLP's Halloran & Sage, LLP Retirement and Deferred Salary Plan reported $45M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,981 in Professional & Technical Services (21,562 peers)

Coverage in Connecticut

Halloran & Sage, LLP Retirement and Deferred Salary Plan covers 138 participants in Connecticut, about 19% of the average Connecticut filer (state average ~718 per filing). Assets: $45M.

#18,981
in Professional & Technical Services (21,562 peers)
-12.6%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Halloran & Sage, LLP Retirement and Deferred Salary Plan's outsized position by total assets

Halloran & Sage, LLP Retirement and Deferred Salary Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$45,112,727 Top 13% higher than 87% of 139,123 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 2022

Halloran & Sage, LLP Retirement and Deferred Salary Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Halloran & Sage, LLP Retirement and Deferred Salary Plan sits mid-pack in the medium band (138 participants).

EBSA filing schedule strip

Filing strip 060679651 · Halloran & Sage, LLP PY 2022 · 401(k)

Halloran & Sage, LLP Retirement and Deferred Salary Plan · $45M · 138 · 87th

  • PART $45M
  • TYPE 138
  • NET 87th
  • BOOK 401(k)
  • VS-ST near Ruth's Hospitality Group 401(k) Plan
  • BOY ind #18981

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Halloran & Sage, LLP Retirement and Deferred Salary Plan in the asset neighbourhood

Kuiken Brothers Company Inc., 401(k) Profit Sharing Plan & TrustKuiken Brothers Company Inc.…$45MHahn Loeser & Parks LLP 401(k) PlanHahn Loeser & Parks LLP 401(…$45MElektrisola Incorporated Profit Sharing PlanElektrisola Incorporated Pro…$45MHalloran & Sage, LLP Retirement and Deferred Salary PlanHalloran & Sage, LLP Retirem…$45MRuth's Hospitality Group 401(k) PlanRuth's Hospitality Group 401…$45M
End-of-year total assets ($M) among Halloran & Sage, LLP Retirement and Deferred Salary Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$45M
Net Income-$6M
Employer EIN060679651
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halloran & Sage, LLP)

Sponsor-wide plan assets over time

All Halloran & Sage, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$44M 1.528672828844951% vs 2022
2024 filing year
$42M$43M$44M$45M$46M 202220232024 $45.1M $44.4M ▼ -1.5%
Year Plans Participants Total Assets
2022 1 138 $45M
2023 1 148 $43M
2024 1 137 $44M

Nearby 401(k) Plans in Connecticut

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

Halloran & Sage, LLP Retirement and Deferred Salary Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Halloran & Sage, LLP Retirement and Deferred Salary Plan, Total assets ($B): 0.045112727 · Participants: 138Halloran & Sage, LLP Retirement and Deferred Salary PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Halloran & Sage, LLP Retirement and Deferred Salary Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Halloran & Sage, LLP Retirement and Deferred Salary Plan side-by-side with 3 peers →

Halloran & Sage, LLP Retirement and Deferred Salary Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Ruth's Hospitality Group 401(k) Plan in FL ($45M); by covered participants it is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Halloran & Sage, LLP Retirement and Deferred Salary Plan assets move in 2022? ▼
Halloran & Sage, LLP Retirement and Deferred Salary Plan pulled back noticeably - down 12.6% during 2022, from $52M to $45M. Reported net income was -$6M.
How have Halloran & Sage, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halloran & Sage, LLP's sponsor-wide assets declined 1.5%, from $45M to $44M.
Where does Halloran & Sage, LLP Retirement and Deferred Salary Plan rank by assets among Form 5500 filers? ▼
Halloran & Sage, LLP Retirement and Deferred Salary Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Halloran & Sage, LLP Retirement and Deferred Salary Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ruth's Hospitality Group 401(k) Plan in FL ($45M, 3,489 participants).
Which 401(k) plans cover a similar participant headcount to Halloran & Sage, LLP Retirement and Deferred Salary Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060679651.

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.