ESOP · DOL Form 5500 · 2022
Halff Associates, Inc. ESOP
Data updated 2026-08-11
- $41M
- Total assets
- 880
- Participants
- 86th
- Percentile by assets
- $46,682
- Avg per participant
Official DOL plan name: Halff Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Halff Associates, Inc. · Texas · Professional & Technical Services
$41M in assets, 880 participants
Halff Associates, Inc.'s Halff Associates, Inc. Employee Stock Ownership Plan and Trust reported $41M in total assets and 880 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 139,126 plans)
- #18,806 in Professional & Technical Services (21,562 peers)
Where Halff Associates, Inc. Employee Stock Ownership Plan and Trust sits by assets
Halff Associates, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $41M for 880 participants (~$46,682/participant), down 7.6% in 2022.
- $41M
- total plan assets (2022 EOY)
- 880
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $46,682
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Halff Associates, Inc. Employee Stock Ownership Plan and Trust vs the 2022 asset distribution
By assets, Halff Associates, Inc. Employee Stock Ownership Plan and Trust outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | -$3M |
| Employer EIN | 751308699 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Halff Associates, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,036 | $177M |
| 2023 | 2 | 2,359 | $222M |
| 2024 | 2 | 2,601 | $241M |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
Halff Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Texas, assets vs. participants
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $20.6B · 2,620
- Highland Homes Employee Stock Ownership Plan $520M · 690
- Cactus Feeders, Inc. Employee Stock Ownership Plan $495M · 818
- Austin Industries Employee Stock Ownership Plan $422M · 5,325
- Lja Engineering ESOP $353M · 1,298
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Halff Associates, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Ways to act on Halff Associates, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Halff 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 Texas. Compare plans
- Halff Associates, Inc.'s sponsor-wide assets have grown 35.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans