ESOP · DOL Form 5500 · 2022

Hallam Associates, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
115
Participants Small participant base
75th
Percentile by assets National rank
$149,209
Avg per participant Above avg balance/head
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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.

  • #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.

#16,120
in Professional & Technical Services (21,562 peers)
+9.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Hallam Associates, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Hallam Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$17,159,040 Top 25% higher than 75% 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. Employee Stock Ownership Plan and 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. Hallam Associates, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (115 participants).

Plan-year Form 5500 strip

Filing strip 030297752 · Hallam Associates, Inc. PY 2022 · ESOP

Hallam Associates, Inc. Employee Stock Ownership Plan and Trust · $17M · 115 · 75th

  • TYPE $17M
  • TYPE 115
  • TYPE 75th
  • TYPE ESOP
  • TYPE near Morris & Associates, Inc. Employee Stock Ownership Plan
  • TYPE ind #16120

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 What is an ESOP? → · Plans in Vermont →

Hallam Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Morris & Associates, Inc. Employee Stock Ownership PlanMorris & Associates, Inc. Em…$17MHallam Associates, Inc. Employee Stock Ownership Plan and TrustHallam Associates, Inc. Empl…$17MThe Production Management Group, Ltd. ESOPThe Production Management Gr…$17MJlg Architects Employee Stock Ownership PlanJlg Architects Employee Stoc…$17MPrecision Metal Industries, Inc. ESOP 2012Precision Metal Industries, …$17M
End-of-year total assets ($M) among Hallam Associates, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Vermont filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN030297752
Plan Effective Date2000-01-01
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 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 Scatter plot of 6 data points. 0100200300400500 -1000100200300400500 Total assets ($M) Participants Hallam Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 17.15904 · Participants: 115Hallam Associates, Inc. Employee Stock Ownership Plan and TrustVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 400.862763 · Participants: 421Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 134.547526 · Participants: 301King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 77.87 · Participants: 402Cfc ESOPAmerica's Gardening Resource, Inc. Employee Stock Ownership Plan, Total assets ($M): 27.529451 · Participants: 215America's Gardening Resource, Inc. Employee Stock Ownership PlanTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.503938 · Participants: 39Trust Company of Vermont Employee Stock Ownership Plan
Hallam Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Hallam Associates, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Hallam Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Morris & Associates, Inc. Employee Stock Ownership Plan in NC ($17M); by covered participants it is Rose & Kiernan Emp Stock Ownership Pl & Tr in NY (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Hallam Associates, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 9.2% during 2022, from $16M to $17M. Reported net income was $1M.
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. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Hallam Associates, Inc. Employee Stock Ownership Plan and Trust ranks in the 75th 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 ESOP plans are similar in size to Hallam Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Morris & Associates, Inc. Employee Stock Ownership Plan in NC ($17M, 88 participants).
Which ESOP plans cover a similar participant headcount to Hallam Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Rose & Kiernan Emp Stock Ownership Pl & Tr in NY (115 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.