401(k) · DOL Form 5500 · 2023

Halloran Consulting Group, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
148
Participants Small participant base
67th
Percentile by assets National rank
$98,644
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Halloran Retirement Plan · Sponsored by Halloran Consulting Group, Inc. · Massachusetts · Professional & Technical Services

$15M in assets, 148 participants

Halloran Consulting Group, Inc.'s Halloran Retirement Plan reported $15M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,400 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Halloran Retirement Plan covers 148 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.

#13,400
in Professional & Technical Services (20,321 peers)
+9.1%
assets growth YoY

Halloran Retirement Plan's outsized position by total assets

Halloran Retirement Plan vs every filed plan by assets

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

$14,599,275 Top 33% higher than 67% 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

Halloran Retirement 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 Retirement Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Halloran Retirement Plan reported net income rose from -$704K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Halloran Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Halloran Retirement Plan reported participants rose from 143 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043408953 · Halloran Consulting Group, Inc. PY 2023 · 401(k)

Halloran Retirement Plan · $15M · 148 · 67th

  • PART $15M
  • PART 148
  • PART 67th
  • PART 401(k)
  • PART near Etic 401(k) Plan
  • PART ind #13400

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 Massachusetts →

Halloran Retirement Plan in the asset neighbourhood

Halloran Retirement Plan$15MEtic 401(k) Plan$15MTotal Education Solutions, Inc. 401(k) PlanTotal Education Solutions, I…$15MSoutheast Capital Corporation Savings and Employee Stock Ownership PlanSoutheast Capital Corporatio…$15MDuncaster, Inc. 401(k) Retirement PlanDuncaster, Inc. 401(k) Retir…$15M
End-of-year total assets ($M) among Halloran Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN043408953
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halloran Consulting Group, Inc.)

Sponsor-wide plan assets over time

All Halloran Consulting Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 22.900066531331984% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.4M $16.4M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 143 $13M
2023 2 291 $27M
2024 2 221 $16M

Nearby 401(k) Plans in Massachusetts

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

Halloran Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Halloran Retirement Plan, Total assets ($B): 0.014599275 · Participants: 148Halloran Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Halloran Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Halloran Retirement Plan side-by-side with 3 peers →

Halloran Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Etic 401(k) Plan in CA ($15M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Halloran Retirement Plan assets move in 2023? ▼
Halloran Retirement Plan grew at a solid clip - up 9.1% during 2023, from $13M to $15M. Reported net income was $1M.
How have Halloran Consulting Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halloran Consulting Group, Inc.'s sponsor-wide assets grew 22.9%, from $13M to $16M.
Which 401(k) plans are similar in size to Halloran Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Etic 401(k) Plan in CA ($15M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Halloran Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Auto Sales 401(k) Plan in CA (148 participants, N/A 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 043408953.

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.