Bob Hall, Inc. 401(k) Profit Sharing Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bob Hall, Inc. · Maryland · Wholesale Trade

What the 2023 filing shows

Bob Hall, Inc. 401(k) Profit Sharing Plan holds $12M for 95 participants — about $128,343 per participant, down 13.2% over the 2022 plan year.

$12M
total plan assets (2022 EOY): 95
covered participants: $128,343
avg assets per participant: -13.2%
assets change YoY

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.

Total Assets (2023)

$12M

Participants

State

Maryland

Industry

Wholesale Trade

What the Filing Says About Bob Hall, Inc. 401(k) Profit Sharing Plan

Bob Hall, Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Bob Hall, Inc., headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 95 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 520739532, and the plan has been effective since 1978-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2022 to $12M at year-end — a decline of 13.2%. Net assets (after liabilities) closed the year at $12M, with reported net income of $-1,848,497 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$14M
Total Assets (End of Year)	$12M
Net Assets (End of Year)	$12M
Net Income	$-1,848,497
Plan Type	401(k)
Employer EIN	520739532
Plan Effective Date	1978-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bob Hall, Inc.)

Year	Plans	Participants	Total Assets
2022	1	95	$12M
2023	1	102	$14M

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Related Data

Guides

Frequently Asked Questions

How much money is in the Bob Hall, Inc. 401(k) Profit Sharing Plan? ▼

As of the 2022 Form 5500 filing, Bob Hall, Inc. 401(k) Profit Sharing Plan holds $12M in total assets with 95 participants. It is sponsored by Bob Hall, Inc..

What type of plan is Bob Hall, Inc. 401(k) Profit Sharing Plan? ▼

Bob Hall, Inc. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1978-09-01. The plan is filed with the U.S. Department of Labor under EIN 520739532.

Who sponsors the Bob Hall, Inc. 401(k) Profit Sharing Plan? ▼

Bob Hall, Inc. 401(k) Profit Sharing Plan is sponsored by Bob Hall, Inc., located in Maryland. The sponsor's EIN is 520739532 and the plan operates in the Wholesale Trade industry.

How did Bob Hall, Inc. 401(k) Profit Sharing Plan perform in 2022? ▼

Bob Hall, Inc. 401(k) Profit Sharing Plan declined by 13.2% during 2022, moving from $14M to $12M in total assets. Net income was $-1,848,497.

Where can I find official filings for Bob Hall, Inc. 401(k) Profit Sharing Plan? ▼

Official Form 5500 filings for Bob Hall, Inc. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 520739532 or plan name at efast.dol.gov.

How does Bob Hall, Inc. 401(k) Profit Sharing Plan compare to other plans? ▼

You can compare Bob Hall, Inc. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.