401(k) · DOL Form 5500 · 2022

Hall Financial Group, Ltd 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
275
Participants Below avg headcount
82nd
Percentile by assets National rank
$105,412
Avg per participant Below avg balance/head
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Official DOL plan name: Hall Financial Group Employee Savings Plan & Trust · Sponsored by Hall Financial Group, Ltd · Texas · Real Estate

$29M in assets, 275 participants

Hall Financial Group, Ltd's Hall Financial Group Employee Savings Plan & Trust reported $29M in total assets and 275 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #4,671 in Real Estate (5,057 peers)

Coverage in Texas

Hall Financial Group Employee Savings Plan & Trust covers 275 participants in Texas, about 40% of the average Texas filer (state average ~688 per filing). Assets: $29M.

#4,671
in Real Estate (5,057 peers)
-9.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hall Financial Group Employee Savings Plan & Trust's outsized position by total assets

Hall Financial Group Employee Savings Plan & Trust vs every filed plan by assets

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

$28,988,174 Top 18% higher than 82% 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

Hall Financial Group Employee Savings Plan & Trust 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. Hall Financial Group Employee Savings Plan & Trust sits mid-pack in the medium band (275 participants).

Published 5500 schedule card

Filing strip 752737328 · Hall Financial Group, Ltd PY 2022 · 401(k)

Hall Financial Group Employee Savings Plan & Trust · $29M · 275 · 82nd

  • BOY $29M
  • SCH 275
  • EBSA 82nd
  • PART 401(k)
  • TYPE near The Don Chapin Co., Inc. 401(k) Plan
  • NET ind #4671

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 Real Estate retirement plans → · Plans in Texas →

Hall Financial Group Employee Savings Plan & Trust in the asset neighbourhood

Hall Financial Group Employee Savings Plan & TrustHall Financial Group Employe…$29MThe Don Chapin Co., Inc. 401(k) PlanThe Don Chapin Co., Inc. 401…$29MPeoples Bank Profit Sharing and 401(k) PlanPeoples Bank Profit Sharing …$29MAlexander Dawson School 401(k) PlanAlexander Dawson School 401(…$29MUrgent Cares of America Holdings, LLC 401(k) PlanUrgent Cares of America Hold…$29M
End-of-year total assets ($M) among Hall Financial Group Employee Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$29M
Net Income-$3M
Employer EIN752737328
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hall Financial Group, Ltd)

Sponsor-wide plan assets over time

All Hall Financial Group, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$37M 28.95762251185604% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29M $37.4M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 275 $29M
2023 1 282 $33M
2024 1 272 $37M

Nearby 401(k) Plans in Texas

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

Hall Financial Group Employee Savings Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Hall Financial Group Employee Savings Plan & Trust, Total assets ($B): 0.028988174 · Participants: 275Hall Financial Group Employee Savings Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Hall Financial Group Employee Savings Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Hall Financial Group Employee Savings Plan & Trust side-by-side with 3 peers →

Hall Financial Group Employee Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Don Chapin Co., Inc. 401(k) Plan in CA ($29M); by covered participants it is Tweddle Group Inc. 401(k) Plan in MI (275 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Hall Financial Group Employee Savings Plan & Trust assets move in 2022? ▼
Hall Financial Group Employee Savings Plan & Trust pulled back noticeably - down 9.2% during 2022, from $32M to $29M. Reported net income was -$3M.
How have Hall Financial Group, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hall Financial Group, Ltd's sponsor-wide assets grew 29.0%, from $29M to $37M.
Where does Hall Financial Group Employee Savings Plan & Trust rank by assets among Form 5500 filers? ▼
Hall Financial Group Employee Savings Plan & Trust ranks in the 82nd 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 Hall Financial Group Employee Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Don Chapin Co., Inc. 401(k) Plan in CA ($29M, 218 participants).
Which 401(k) plans cover a similar participant headcount to Hall Financial Group Employee Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Tweddle Group Inc. 401(k) Plan in MI (275 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 752737328.

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.