401(k) · DOL Form 5500 · 2022
Halma Holdings Inc. 401(k) Plan
Data updated 2026-08-11
- $215M
- Total assets
- 2,299
- Participants
- 96th
- Percentile by assets
- $93,551
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $215M
- total plan assets (2022 EOY)
- 2,299
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $93,551
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Halma Holdings Inc. Profit Sharing/Savings Retirement Plan reports 2,299 participants - 3.7x that state average ($215M EOY assets).
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.)
| 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.
Halma Holdings Inc. Profit Sharing/Savings Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Halma Holdings Inc. Profit Sharing/Savings Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on Halma Holdings Inc. Profit Sharing/Savings Retirement Plan's numbers.
- By total assets, Halma Holdings Inc. Profit Sharing/Savings Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Halma Holdings Inc.'s sponsor-wide assets have grown 36.7% since 2022 across 3 plan years on file. More Management of Enterprises plans