ESOP · DOL Form 5500 · 2022

Avery W. Hall Insurance Agency, Inc ESOP

Data updated 2026-08-11

$17M
Total assets
52
Participants
75th
Percentile by assets
$326,994
Avg per participant
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Official DOL plan name: Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan · Sponsored by Avery W. Hall Insurance Agency, Inc · Maryland · Finance & Insurance

$17M in assets, 52 participants

Avery W. Hall Insurance Agency, Inc's Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan reported $17M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 139,126 plans)
  • #5,583 in Finance & Insurance (9,261 peers)

Where Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan sits by assets

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $17M for 52 participants (~$326,994/participant), up 13.0% in 2022.

$17M
total plan assets (2022 EOY)
52
covered participants
75th
percentile by assets (of 139,126 plans)
$326,994
avg assets per participant

Where Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan sits by total assets

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$17,003,680 Top 25% higher than 75% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Maryland
Industry
Finance & Insurance

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan outranks 75% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN520631975
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avery W. Hall Insurance Agency, Inc)

$15M$20M$25M$30M$35M 20222023 $17M $28.9M ▲ +70.0%
Total plan assets by year, all Avery W. Hall Insurance Agency, Inc plans on file
Year Plans Participants Total Assets
2022 1 52 $17M
2023 1 49 $29M

Nearby ESOP Plans in Maryland

Peer ESOP plans, same state, same plan type, ranked by total assets.

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants

Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Avery W. Hall Insura…Evapco, Inc. Employe…Westat, Inc. Employe…Brown Capital Manage…Kci Technologies, In…Lockheed Martin Corp…
Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Avery W. Hall Insurance Agency, Inc. Emp… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.0% during 2022, from $15M to $17M. Reported net income was $2M.
How have Avery W. Hall Insurance Agency, Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Avery W. Hall Insurance Agency, Inc's sponsor-wide assets grew 70.0%, from $17M to $29M.
Where does Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan ranks in the 75th 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 Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Adco Employee Stock Ownership Plan in NY ($17M, 33 participants).

Next read for Avery W. Hall Insurance Agency, Inc. Emp…

Scale reading

Ways to act on Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan 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 Maryland. Compare plans
  • Avery W. Hall Insurance Agency, Inc's sponsor-wide assets have grown 70.0% since 2022 across 2 plan years on file. More Finance & Insurance plans

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 520631975.

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.