401(k) · DOL Form 5500 · 2022

Halloran Consulting Group, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
143
Participants Small participant base
70th
Percentile by assets National rank
$93,568
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Halloran Retirement Plan · Sponsored by Halloran Consulting Group, Inc. · Massachusetts · Professional & Technical Services

$13M in assets, 143 participants

Halloran Consulting Group, Inc.'s Halloran Retirement Plan reported $13M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #15,067 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Halloran Retirement Plan covers 143 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#15,067
in Professional & Technical Services (21,562 peers)
-5.0%
assets change YoY

The plan reported a net loss of $704K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Halloran Retirement Plan's outsized position by total assets

Halloran Retirement Plan vs every filed plan by assets

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

$13,380,162 Top 30% higher than 70% 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

Halloran Retirement 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. Halloran Retirement Plan sits mid-pack in the medium band (143 participants).

EBSA filing schedule strip

Filing strip 043408953 · Halloran Consulting Group, Inc. PY 2022 · 401(k)

Halloran Retirement Plan · $13M · 143 · 70th

  • VS-ST $13M
  • BOY 143
  • SCH 70th
  • EBSA 401(k)
  • PART near Englewood Orthopedic Associates 401(k) Plan and Trust
  • TYPE ind #15067

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 Massachusetts →

Halloran Retirement Plan in the asset neighbourhood

Halloran Retirement Plan$13MEnglewood Orthopedic Associates 401(k) Plan and TrustEnglewood Orthopedic Associa…$13M401(k) Plan for Hourly Employees of Dole Food Company, Inc. and Participating Divisions and Subsidiaries401(k) Plan for Hourly Emplo…$13MChugach Safe Harbor 401(k) PlanChugach Safe Harbor 401(k) P…$13MPrimient Hourly Savings and Investment PlanPrimient Hourly Savings and …$13M
End-of-year total assets ($M) among Halloran Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$704K
Employer EIN043408953
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halloran Consulting Group, Inc.)

Sponsor-wide plan assets over time

All Halloran Consulting Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 22.900066531331984% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.4M $16.4M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 143 $13M
2023 2 291 $27M
2024 2 221 $16M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Halloran Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Halloran Retirement Plan, Total assets ($B): 0.013380162 · Participants: 143Halloran Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Halloran Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Halloran Retirement Plan side-by-side with 3 peers →

Halloran Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Englewood Orthopedic Associates 401(k) Plan and Trust in NJ ($13M); by covered participants it is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Halloran Retirement Plan assets move in 2022? ▼
Halloran Retirement Plan edged down modestly - down 5.0% during 2022, from $14M to $13M. Reported net income was -$704K.
How have Halloran Consulting Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halloran Consulting Group, Inc.'s sponsor-wide assets grew 22.9%, from $13M to $16M.
Which 401(k) plans are similar in size to Halloran Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Englewood Orthopedic Associates 401(k) Plan and Trust in NJ ($13M, 55 participants).
Which 401(k) plans cover a similar participant headcount to Halloran Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 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 043408953.

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.