401(k) · DOL Form 5500 · 2022

Halo Network 401(k) Plan

Data updated 2026-08-25

$581K
Total assets Small plan by assets
108
Participants Small participant base
20th
Percentile by assets National rank
$5,378
Avg per participant Low balance/head
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Official DOL plan name: Halo Network 403(b) ERISA Plan · Sponsored by Halo Network · New York · Healthcare & Social Assistance

$581K in assets, 108 participants

Halo Network's Halo Network 403(b) ERISA Plan reported $581K in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,150 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Halo Network 403(b) ERISA Plan covers 108 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $581K.

#3,150
in Healthcare & Social Assistance (20,060 peers)
+0.3%
assets growth YoY

Halo Network 403(b) ERISA Plan among the smaller filed plans by assets

Halo Network 403(b) ERISA Plan vs every filed plan by assets

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

$580,847 20th percentile higher than 20% 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

Halo Network 403(b) ERISA Plan 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. Halo Network 403(b) ERISA Plan sits mid-pack in the medium band (108 participants).

Form 5500 schedule snapshot

Filing strip 270408181 · Halo Network PY 2022 · 401(k)

Halo Network 403(b) ERISA Plan · $581K · 108 · 20th

  • PART $581K
  • TYPE 108
  • NET 20th
  • BOOK 401(k)
  • VS-ST near Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust
  • BOY ind #3150

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Halo Network 403(b) ERISA Plan in the asset neighbourhood

Halo Network 403(b) ERISA PlanHalo Network 403(b) ERISA Pl…$581KMile Square Transportation, Inc. 401(k)/Profit Sharing TrustMile Square Transportation, …$581KEstablish Design Retirement PlanEstablish Design Retirement …$581KMjl Investment Company 401(k) PlanMjl Investment Company 401(k…$581KPeddler's Son 401(k) Plan$581K
End-of-year total assets ($M) among Halo Network 403(b) ERISA Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$579K
Net Assets (End of Year)$581K
Net Income$2K
Employer EIN270408181
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halo Network)

Sponsor-wide plan assets over time

All Halo Network plans reported in each filing year

Latest sponsor-wide plan assets
$1M 119.22933233708706% vs 2022
2024 filing year
$0.5M$1M$1.5M 20222024 $0.58M $1.27M ▲ +119.0%
Year Plans Participants Total Assets
2022 1 108 $581K
2024 1 159 $1M

Nearby 401(k) Plans in New York

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

Halo Network 403(b) ERISA Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Halo Network 403(b) ERISA Plan, Total assets ($B): 0.000580847 · Participants: 108Halo Network 403(b) ERISA PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Halo Network 403(b) ERISA Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Halo Network 403(b) ERISA Plan side-by-side with 3 peers →

Halo Network 403(b) ERISA Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH ($581K); by covered participants it is Holman Professional Counseling 401(k) Plan in CA (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($581K here).

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Halo Network 403(b) ERISA Plan assets move in 2022? ▼
Halo Network 403(b) ERISA Plan held essentially flat - up 0.3% during 2022, from $579K to $581K. Reported net income was $2K.
How have Halo Network plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Halo Network's sponsor-wide assets grew 119.2%, from $581K to $1M.
Where does Halo Network 403(b) ERISA Plan rank by assets among Form 5500 filers? ▼
Halo Network 403(b) ERISA Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Halo Network 403(b) ERISA Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH ($581K, 517 participants).
Which 401(k) plans cover a similar participant headcount to Halo Network 403(b) ERISA Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holman Professional Counseling 401(k) Plan in CA (108 participants, $1M 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 270408181.

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.