401(k) · DOL Form 5500 · 2022
Hallam Associates, Inc. 401(k) Plan
Data updated 2026-08-11
- $25M
- Total assets
- 105
- Participants
- 80th
- Percentile by assets
- $238,278
- Avg per participant
Official DOL plan name: Hallam Associates, Inc. Profit Sharing and Savings Plan · Sponsored by Hallam Associates, Inc. · Vermont · Professional & Technical Services
$25M in assets, 105 participants
Hallam Associates, Inc.'s Hallam Associates, Inc. Profit Sharing and Savings Plan reported $25M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 139,126 plans)
- #17,466 in Professional & Technical Services (21,562 peers)
Coverage in Vermont
Hallam Associates, Inc. Profit Sharing and Savings Plan covers 105 participants in Vermont, about 43% of the average Vermont filer (state average ~245 per filing). Assets: $25M.
- $25M
- total plan assets (2022 EOY)
- 105
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $238,278
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Hallam Associates, Inc. Profit Sharing and Savings Plan sits by total assets
Hallam Associates, Inc. Profit Sharing and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$25,019,162 Top 20% higher than 80% 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 Vermont filers
In Vermont, the average filing covers about 245 participants across 327 plans. Hallam Associates, Inc. Profit Sharing and Savings Plan reports 105 participants - about 43% of that state average ($25M EOY assets).
Vermont filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$5M |
| Employer EIN | 030297752 |
| Plan Effective Date | 1985-04-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hallam Associates, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 220 | $42M |
| 2023 | 2 | 259 | $52M |
| 2024 | 2 | 275 | $60M |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Hallam Associates, Inc. Profit Sharing and Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
- The University of Vermont Medical Center 403(b) Plan $1.6B · 8,856
- National Life Group 401(k) Plan $260M · 1,153
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $196M · 512
- Husky Retirement Savings $131M · 515
- Incentive Retirement Plan for Employees of PC Construction Company $114M · 380
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Hallam Associates, Inc. Profit Sharing and Savings Plan by total assets, not by location.
- Dlhbowles, Inc. 401(k) Plan & Trust (OH) $25M · 281
- Mormac Marine Group., Inc Savings and Retirement Plan (OH) $25M · 504
- Lns North America 401(k) Plan (OH) $25M · 335
- Tickets.Com, LLC 401(k) Retirement Plan (CA) $25M · 142
Frequently Asked Questions
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Filing takeaways
Ways to act on Hallam Associates, Inc. Profit Sharing and Savings Plan's numbers.
- By total assets, Hallam Associates, Inc. Profit Sharing and Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Vermont. Compare plans
- Hallam Associates, Inc.'s sponsor-wide assets have grown 41.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans