ESOP · DOL Form 5500 · 2022
Hallam Associates, Inc. ESOP
Data updated 2026-08-11
- $17M
- Total assets
- 115
- Participants
- 75th
- Percentile by assets
- $149,209
- Avg per participant
Official DOL plan name: Hallam Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Hallam Associates, Inc. · Vermont · Professional & Technical Services
$17M in assets, 115 participants
Hallam Associates, Inc.'s Hallam Associates, Inc. Employee Stock Ownership Plan and Trust reported $17M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- 75th percentile by assets (of 139,126 plans)
- #16,120 in Professional & Technical Services (21,562 peers)
Coverage in Vermont
Hallam Associates, Inc. Employee Stock Ownership Plan and Trust covers 115 participants in Vermont, about 47% of the average Vermont filer (state average ~245 per filing). Assets: $17M.
- $17M
- total plan assets (2022 EOY)
- 115
- covered participants
- 75th
- percentile by assets (of 139,126 plans)
- $149,209
- avg assets per participant
Participants vs Vermont filers
In Vermont, the average filing covers about 245 participants across 327 plans. Hallam Associates, Inc. Employee Stock Ownership Plan and Trust reports 115 participants - about 47% of that state average ($17M EOY assets).
Vermont filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $1M |
| Employer EIN | 030297752 |
| Plan Effective Date | 2000-01-01 |
| 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 ESOP Plans in Vermont
Peer ESOP plans, same state, same plan type, ranked by total assets.
Hallam Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Vermont, assets vs. participants
- Vermont Information Processing, Inc. Employee Stock Ownership Plan $401M · 421
- King Arthur Employee Stock Ownership Plan $135M · 301
- Cfc ESOP $78M · 402
- America's Gardening Resource, Inc. Employee Stock Ownership Plan $28M · 215
- Trust Company of Vermont Employee Stock Ownership Plan $19M · 39
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Hallam Associates, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Hallam Associates, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Hallam Associates, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP 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