401(k) · DOL Form 5500 · 2023
Halloran & Sage, LLP 401(k) Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 148
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $291,017
- Avg per participant High balance/head
Official DOL plan name: Halloran & Sage, LLP Retirement and Deferred Salary Plan · Sponsored by Halloran & Sage, LLP · Connecticut · Professional & Technical Services
$43M in assets, 148 participants
Halloran & Sage, LLP's Halloran & Sage, LLP Retirement and Deferred Salary Plan reported $43M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #17,259 in Professional & Technical Services (20,321 peers)
Coverage in Connecticut
Halloran & Sage, LLP Retirement and Deferred Salary Plan covers 148 participants in Connecticut, about 21% of the average Connecticut filer (state average ~718 per filing). Assets: $43M.
- #17,259
- in Professional & Technical Services (20,321 peers)
- -4.5%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Halloran & Sage, LLP Retirement and Deferred Salary Plan's outsized position by total assets
Halloran & Sage, LLP Retirement and Deferred Salary Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$43,070,588 Top 16% higher than 84% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Halloran & Sage, LLP Retirement and Deferred Salary Plan 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. Halloran & Sage, LLP Retirement and Deferred Salary Plan sits mid-pack in the medium band (148 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Halloran & Sage, LLP Retirement and Deferred Salary Plan reported net income rose from -$6M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Halloran & Sage, LLP Retirement and Deferred Salary Plan reported participants rose from 138 in the plan year 2022 filing to 148 in the plan year 2023 filing.
- Halloran & Sage, LLP Retirement and Deferred Salary Plan end-of-year assets fell from $45M in the plan year 2022 filing to $43M in the plan year 2023 filing.
DOL schedule card
Filing strip 060679651 · Halloran & Sage, LLP PY 2023 · 401(k)
Halloran & Sage, LLP Retirement and Deferred Salary Plan · $43M · 148 · 84th
- EOY $43M
- 5500 148
- ASSETS 84th
- PCT 401(k)
- EIN near Genesis Medical Associates, Inc. 401(k) Profit Sharing Plan
- RANK ind #17259
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 Connecticut →
Halloran & Sage, LLP Retirement and Deferred Salary Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | -$2M |
| Employer EIN | 060679651 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Halloran & Sage, LLP)
Sponsor-wide plan assets over time
All Halloran & Sage, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 1.528672828844951% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $45M |
| 2023 | 1 | 148 | $43M |
| 2024 | 1 | 137 | $44M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Halloran & Sage, LLP Retirement and Deferred Salary Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Genesis Medical Associates, Inc. 401(k) Profit Sharing Plan in PA ($43M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Genesis Medical Associates, Inc. 401(k) Profit Sharing Plan (PA) $43M · 197
- Medical Services of America, Inc. 401(k) Retirement Plan (SC) $43M · 1,425
- Soprema-Convoy USA 401(k) Plan (OH) $43M · 696
- R.D. Merrill Companies 401(k) Plan (WA) $43M · 2,660
Similar participant headcount
Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.
- Frontier Auto Sales 401(k) Plan (CA) 148 · 0 off
- Southlake Specialty Hospital LLC 401(k) Plan (TX) 148 · 0 off
- Rickenbaugh Cadillac/Volvo Company 401(k) Plan (CO) 148 · 0 off
- Heritage Homes of Nebraska, Inc. Profit Sharing Plan (NE) 148 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.