401(k) · DOL Form 5500 · 2023

Hall Financial Group, Ltd 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
282
Participants Below avg headcount
81st
Percentile by assets National rank
$118,504
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hall Financial Group Employee Savings Plan & Trust · Sponsored by Hall Financial Group, Ltd · Texas · Real Estate

$33M in assets, 282 participants

Hall Financial Group, Ltd's Hall Financial Group Employee Savings Plan & Trust reported $33M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,336 in Real Estate (4,727 peers)

Coverage in Texas

Hall Financial Group Employee Savings Plan & Trust covers 282 participants in Texas, about 41% of the average Texas filer (state average ~688 per filing). Assets: $33M.

#4,336
in Real Estate (4,727 peers)
+15.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Hall Financial Group Employee Savings Plan & Trust's outsized position by total assets

Hall Financial Group Employee Savings Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$33,417,995 Top 19% higher than 81% of 127,068 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 2023

Hall Financial Group Employee Savings Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hall Financial Group Employee Savings Plan & Trust sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hall Financial Group Employee Savings Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Hall Financial Group Employee Savings Plan & Trust end-of-year assets rose from $29M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Hall Financial Group Employee Savings Plan & Trust reported participants rose from 275 in the plan year 2022 filing to 282 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 752737328 · Hall Financial Group, Ltd PY 2023 · 401(k)

Hall Financial Group Employee Savings Plan & Trust · $33M · 282 · 81st

  • IND $33M
  • EOY 282
  • 5500 81st
  • ASSETS 401(k)
  • PCT near Bush Ross, P.a. 401(k) Profit Sharing Plan
  • EIN ind #4336

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 Real Estate retirement plans → · Plans in Texas →

Hall Financial Group Employee Savings Plan & Trust in the asset neighbourhood

Hall Financial Group Employee Savings Plan & TrustHall Financial Group Employe…$33MBush Ross, P.a. 401(k) Profit Sharing PlanBush Ross, P.a. 401(k) Profi…$33MManiilaq Association 401(k) Safe Harbor Profit Sharing PlanManiilaq Association 401(k) …$33MCommunity Care of North Carolina, Inc 401(k) PlanCommunity Care of North Caro…$33MTryko Partners, LLC 401(k) PlanTryko Partners, LLC 401(k) P…$33M
End-of-year total assets ($M) among Hall Financial Group Employee Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN752737328
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hall Financial Group, Ltd)

Sponsor-wide plan assets over time

All Hall Financial Group, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$37M 28.95762251185604% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29M $37.4M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 275 $29M
2023 1 282 $33M
2024 1 272 $37M

Nearby 401(k) Plans in Texas

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

Hall Financial Group Employee Savings Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hall Financial Group Employee Savings Plan & Trust, Total assets ($B): 0.033417995 · Participants: 282Hall Financial Group Employee Savings Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Hall Financial Group Employee Savings Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Hall Financial Group Employee Savings Plan & Trust side-by-side with 3 peers →

Hall Financial Group Employee Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bush Ross, P.a. 401(k) Profit Sharing Plan in FL ($33M); by covered participants it is The Arcticom Group, LLC 401(k) Plan in CA (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (282 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hall Financial Group Employee Savings Plan & Trust assets move in 2023? ▼
Hall Financial Group Employee Savings Plan & Trust grew sharply - up 15.3% during 2023, from $29M to $33M. Reported net income was $4M.
How have Hall Financial Group, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hall Financial Group, Ltd's sponsor-wide assets grew 29.0%, from $29M to $37M.
Where does Hall Financial Group Employee Savings Plan & Trust rank by assets among Form 5500 filers? ▼
Hall Financial Group Employee Savings Plan & Trust ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hall Financial Group Employee Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bush Ross, P.a. 401(k) Profit Sharing Plan in FL ($33M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Hall Financial Group Employee Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Arcticom Group, LLC 401(k) Plan in CA (282 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752737328.

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.