401(k) · DOL Form 5500 · 2022

Hallam Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
105
Participants Small participant base
80th
Percentile by assets National rank
$238,278
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#17,466
in Professional & Technical Services (21,562 peers)
-17.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Hallam Associates, Inc. Profit Sharing and Savings Plan's outsized position 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

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

Hallam Associates, Inc. Profit Sharing and Savings 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. Hallam Associates, Inc. Profit Sharing and Savings Plan sits mid-pack in the medium band (105 participants).

Published 5500 schedule card

Filing strip 030297752 · Hallam Associates, Inc. PY 2022 · 401(k)

Hallam Associates, Inc. Profit Sharing and Savings Plan · $25M · 105 · 80th

  • PCT $25M
  • EIN 105
  • RANK 80th
  • PHOTO 401(k)
  • IND near Dlhbowles, Inc. 401(k) Plan & Trust
  • EOY ind #17466

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 Vermont →

Hallam Associates, Inc. Profit Sharing and Savings Plan in the asset neighbourhood

Hallam Associates, Inc. Profit Sharing and Savings PlanHallam Associates, Inc. Prof…$25MDlhbowles, Inc. 401(k) Plan & TrustDlhbowles, Inc. 401(k) Plan …$25MMormac Marine Group., Inc Savings and Retirement PlanMormac Marine Group., Inc Sa…$25MLns North America 401(k) Plan$25MTickets.Com, LLC 401(k) Retirement PlanTickets.Com, LLC 401(k) Reti…$25M
End-of-year total assets ($M) among Hallam Associates, Inc. Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Vermont filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$25M
Net Income-$5M
Employer EIN030297752
Plan Effective Date1985-04-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Hallam Associates, Inc.)

Sponsor-wide plan assets over time

All Hallam Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 41.46541618820072% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.2M $59.7M ▲ +41.5%
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 Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Hallam Associates, Inc. Profit Sharing and Savings Plan, Total assets ($B): 0.025019162 · Participants: 105Hallam Associates, Inc. Profit Sharing and Savings PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
Hallam Associates, Inc. Profit Sharing and Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Hallam Associates, Inc. Profit Sharing and Savings Plan side-by-side with 3 peers →

Hallam Associates, Inc. Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Dlhbowles, Inc. 401(k) Plan & Trust in OH ($25M); by covered participants it is Tak Communications Wi LLC 401(k) Plan in SD (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Hallam Associates, Inc. Profit Sharing and Savings Plan assets move in 2022? ▼
Hallam Associates, Inc. Profit Sharing and Savings Plan declined sharply - down 17.9% during 2022, from $30M to $25M. Reported net income was -$5M.
How have Hallam Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hallam Associates, Inc.'s sponsor-wide assets grew 41.5%, from $42M to $60M.
Where does Hallam Associates, Inc. Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Hallam Associates, Inc. Profit Sharing and Savings Plan ranks in the 80th 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 Hallam Associates, Inc. Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dlhbowles, Inc. 401(k) Plan & Trust in OH ($25M, 281 participants).
Which 401(k) plans cover a similar participant headcount to Hallam Associates, Inc. Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tak Communications Wi LLC 401(k) Plan in SD (105 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 030297752.

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.