401(k) · DOL Form 5500 · 2022
Hall Capital, LLC 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $144,546
- Avg per participant Above avg balance/head
Official DOL plan name: The Fred Jones Group Savings and Profit Sharing Plan · Sponsored by Hall Capital, LLC · Oklahoma · Manufacturing
$21M in assets, 143 participants
Hall Capital, LLC's The Fred Jones Group Savings and Profit Sharing Plan reported $21M in total assets and 143 participants in its 2022 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.
- #14,177 in Manufacturing (20,602 peers)
Coverage in Oklahoma
The Fred Jones Group Savings and Profit Sharing Plan covers 143 participants in Oklahoma, about 19% of the average Oklahoma filer (state average ~760 per filing). Assets: $21M.
- #14,177
- in Manufacturing (20,602 peers)
- -17.8%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Fred Jones Group Savings and Profit Sharing Plan's outsized position by total assets
The Fred Jones Group Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,670,127 Top 22% higher than 78% 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
The Fred Jones Group Savings and Profit Sharing 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. The Fred Jones Group Savings and Profit Sharing Plan sits mid-pack in the medium band (143 participants).
EBSA filing schedule strip
Filing strip 760077620 · Hall Capital, LLC PY 2022 · 401(k)
The Fred Jones Group Savings and Profit Sharing Plan · $21M · 143 · 78th
- IND $21M
- EOY 143
- 5500 78th
- ASSETS 401(k)
- PCT near Stellantis Financial Services, Inc. 401(k) Plan
- EIN ind #14177
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 Oklahoma →
The Fred Jones Group Savings and Profit Sharing Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$4M |
| Employer EIN | 760077620 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hall Capital, LLC)
Sponsor-wide plan assets over time
All Hall Capital, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 30.338637977405753% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 143 | $21M |
| 2023 | 1 | 138 | $24M |
| 2024 | 1 | 146 | $27M |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $3.7B · 10,862
- The Williams Investment Plus Plan $1.4B · 4,848
- Bok Financial 401(k) Plan $917M · 4,683
- Devon Energy Corporation Incentive Savings Plan $792M · 1,642
- One Gas, Inc. 401(k) Plan $774M · 3,586
The Fred Jones Group Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Stellantis Financial Services, Inc. 401(k) Plan in TX ($21M); by covered participants it is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Stellantis Financial Services, Inc. 401(k) Plan (TX) $21M · 350
- Rd Management, LLC 401(k) Savings Plan (NY) $21M · 75
- Hobbs, Inc. 401(k) Profit Sharing Plan (CT) $21M · 81
- Taj Hotels Retirement Savings Program (NY) $21M · 150
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- Novidea Healthcare, Inc. Profit Sharing Plan and Trust (OH) 143 · 0 off
- Tdl Group, Inc. 401(k) Plan (IL) 143 · 0 off
- Plant Partners, Inc. 401(k) Plan (NC) 143 · 0 off
- Main Street Checks, Inc. 401(k) Profit Sharing Plan (AL) 143 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.