ESOP · DOL Form 5500 · 2022

Halff Associates, Inc. ESOP

Data updated 2026-08-25

$41M
Total assets Below avg plan size
880
Participants Near avg headcount
86th
Percentile by assets National rank
$46,682
Avg per participant Low balance/head
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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.

  • #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.

#18,806
in Professional & Technical Services (21,562 peers)
-7.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

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's outsized position by total assets

Halff 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

$41,080,288 Top 14% higher than 86% 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

Halff 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. Halff Associates, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (880 participants).

Form 5500 schedule snapshot

Filing strip 751308699 · Halff Associates, Inc. PY 2022 · ESOP

Halff Associates, Inc. Employee Stock Ownership Plan and Trust · $41M · 880 · 86th

  • VS-ST $41M
  • VS-ST 880
  • VS-ST 86th
  • VS-ST ESOP
  • VS-ST near Sarsen Capital Corporation Employee Stock Ownership Plan
  • VS-ST ind #18806

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 Texas →

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

Kenneths Profit Sharing and Retirement PlanKenneths Profit Sharing and …$41MHalff Associates, Inc. Employee Stock Ownership Plan and TrustHalff Associates, Inc. Emplo…$41MSarsen Capital Corporation Employee Stock Ownership PlanSarsen Capital Corporation E…$41MMidway Ford Truck Center, Inc. Employee Stock Ownership PlanMidway Ford Truck Center, In…$41MHawkins, Inc. Employee Stock Ownership PlanHawkins, Inc. Employee Stock…$41M
End-of-year total assets ($M) among Halff Associates, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$41M
Net Income-$3M
Employer EIN751308699
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halff Associates, Inc.)

Sponsor-wide plan assets over time

All Halff Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$241M 35.692288333619956% vs 2022
2024 filing year
$160M$180M$200M$220M$240M$260M 202220232024 $177M $241M ▲ +35.7%
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 Scatter plot of 6 data points. 0200040006000 -50510152025 Total assets ($B) Participants Halff Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.041080288 · Participants: 880Halff Associates, Inc. Employee Stock Ownership Plan and TrustSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Halff Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Texas, assets vs. participants
Compare Halff Associates, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Sarsen Capital Corporation Employee Stock Ownership Plan in OH ($41M); by covered participants it is Welk Hospitality Group Profit Sharing Plan in CA (881 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (880 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 Halff Associates, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Halff Associates, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 7.6% during 2022, from $44M to $41M. Reported net income was -$3M.
How have Halff Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halff Associates, Inc.'s sponsor-wide assets grew 35.7%, from $177M to $241M.
Where does Halff Associates, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Halff Associates, Inc. Employee Stock Ownership Plan and Trust ranks in the 86th 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 Halff Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Sarsen Capital Corporation Employee Stock Ownership Plan in OH ($41M, 51 participants).
Which ESOP plans cover a similar participant headcount to Halff Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Welk Hospitality Group Profit Sharing Plan in CA (881 participants, $11M 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 751308699.

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.