401(k) · DOL Form 5500 · 2022
Kelly Hart & Hallman LLP 401(k) Plan
Data updated 2026-08-11
- $124M
- Total assets
- 198
- Participants
- 94th
- Percentile by assets
- $626,622
- Avg per participant
Official DOL plan name: Kelly Hart & Hallman Profit Sharing Plan and Trust · Sponsored by Kelly Hart & Hallman LLP · Texas · Professional & Technical Services
$124M in assets, 198 participants
Kelly Hart & Hallman LLP's Kelly Hart & Hallman Profit Sharing Plan and Trust reported $124M in total assets and 198 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #20,477 in Professional & Technical Services (21,562 peers)
Coverage in Texas
Kelly Hart & Hallman Profit Sharing Plan and Trust covers 198 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $124M.
- $124M
- total plan assets (2022 EOY)
- 198
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $626,622
- avg assets per participant
The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Kelly Hart & Hallman Profit Sharing Plan and Trust sits by total assets
Kelly Hart & Hallman Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$124,071,222 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Kelly Hart & Hallman Profit Sharing Plan and Trust reports 198 participants - about 29% of that state average ($124M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $146M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | -$22M |
| Employer EIN | 203856550 |
| Plan Effective Date | 1982-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kelly Hart & Hallman LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 198 | $124M |
| 2023 | 1 | 198 | $141M |
| 2024 | 1 | 220 | $161M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kelly Hart & Hallman Profit Sharing Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Next read for Kelly Hart & Hallman Profit Sharing Plan…
Filing takeaways
Ways to act on Kelly Hart & Hallman Profit Sharing Plan and Trust's numbers.
- By total assets, Kelly Hart & Hallman Profit Sharing Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Kelly Hart & Hallman LLP's sponsor-wide assets have grown 30.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans