401(k) · DOL Form 5500 · 2022
Halma Holdings Inc. 401(k) Plan
Data updated 2026-08-25
- $215M
- Total assets Near avg plan size
- 2,299
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $93,551
- Avg per participant Below avg balance/head
Official DOL plan name: Halma Holdings Inc. Profit Sharing/Savings Retirement Plan · Sponsored by Halma Holdings Inc. · Florida · Management of Enterprises
$215M in assets, 2,299 participants
Halma Holdings Inc.'s Halma Holdings Inc. Profit Sharing/Savings Retirement Plan reported $215M in total assets and 2,299 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #1,019 in Management of Enterprises (1,193 peers)
Coverage in Florida
Halma Holdings Inc. Profit Sharing/Savings Retirement Plan covers 2,299 participants in Florida, 3.7x the typical Florida plan (state average ~628 per filing). Assets: $215M.
- #1,019
- in Management of Enterprises (1,193 peers)
- -14.9%
- assets change YoY
- 2.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $38M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Halma Holdings Inc. Profit Sharing/Savings Retirement Plan's outsized position by total assets
Halma Holdings Inc. Profit Sharing/Savings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$215,074,057 Top 4% higher than 96% 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
Halma Holdings Inc. Profit Sharing/Savings Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Halma Holdings Inc. Profit Sharing/Savings Retirement Plan lands in the large band (2,299 participants).
DOL schedule card
Filing strip 610962400 · Halma Holdings Inc. PY 2022 · 401(k)
Halma Holdings Inc. Profit Sharing/Savings Retirement Plan · $215M · 2,299 · 96th
- PCT $215M
- PCT 2,299
- PCT 96th
- PCT 401(k)
- PCT near Thrifty Payless, Inc. 401(k) Retirement Savings Plan for Collective Bargaining Pharmacists
- PCT ind #1019
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 Management of Enterprises retirement plans → · Plans in Florida →
Halma Holdings Inc. Profit Sharing/Savings Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $253M |
|---|---|
| Net Assets (End of Year) | $215M |
| Net Income | -$38M |
| Employer EIN | 610962400 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Halma Holdings Inc.)
Sponsor-wide plan assets over time
All Halma Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $294M 36.6974906694581% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,299 | $215M |
| 2023 | 1 | 2,778 | $268M |
| 2024 | 1 | 2,793 | $294M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Halma Holdings Inc. Profit Sharing/Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Thrifty Payless, Inc. 401(k) Retirement Savings Plan for Collective Bargaining Pharmacists in PA ($215M); by covered participants it is 401(k) Plan for the Washington Post and Companies in WA (2,300 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($215M here).
- Thrifty Payless, Inc. 401(k) Retirement Savings Plan for Collective Bargaining Pharmacists (PA) $215M · 825
- Wagner Equipment Co. Retirement Savings Plan (CO) $215M · 1,405
- B.F. Saul Company Employees' 401(k) Retirement Plan (MD) $215M · 1,197
- First Busey Corporation Profit Sharing Plan and Trust (IL) $215M · 1,512
Similar participant headcount
Nearest other-state filings by covered participants (2,299 participants); asset peers above are excluded.
- 401(k) Plan for the Washington Post and Companies (WA) 2,300 · 1 off
- Von Maur 401(k) Retirement Plan (IA) 2,298 · 1 off
- Ascension Healthcare 401(k) Retirement Savings Plan (MO) 2,298 · 1 off
- Baymark Health Services, Inc. Retirement Savings Plan (TX) 2,298 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.