ESOP · DOL Form 5500 · 2023

Hallam Associates, Inc. ESOP

Data updated 2026-08-11

$23M
Total assets
134
Participants
75th
Percentile by assets
$173,129
Avg per participant
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Official DOL plan name: Hallam Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Hallam Associates, Inc. · Vermont · Professional & Technical Services

$23M in assets, 134 participants

Hallam Associates, Inc.'s Hallam Associates, Inc. Employee Stock Ownership Plan and Trust reported $23M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 127,072 plans)
  • #15,335 in Professional & Technical Services (20,321 peers)

Where Hallam Associates, Inc. Employee Stock Ownership Plan and Trust sits by assets

Hallam Associates, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $23M for 134 participants (~$173,129/participant), up 35.2% in 2023.

$23M
total plan assets (2023 EOY)
134
covered participants
75th
percentile by assets (of 127,072 plans)
$173,129
avg assets per participant

Where Hallam Associates, Inc. Employee Stock Ownership Plan and Trust sits by total assets

Hallam Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$23,199,304 Top 25% higher than 75% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hallam Associates, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Hallam Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Hallam Associates, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 115 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Vermont
Industry
Professional & Technical Services

Hallam Associates, Inc. Employee Stock Ownership Plan and Trust vs the 2023 asset distribution

By assets, Hallam Associates, Inc. Employee Stock Ownership Plan and Trust outranks 75% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$23M
Net Income$6M
Employer EIN030297752
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hallam Associates, Inc.)

$40M$50M$60M$70M 202220232024 $42.2M $59.7M ▲ +41.5%
Total plan assets by year, all Hallam Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 2 220 $42M
2023 2 259 $52M
2024 2 275 $60M

Nearby ESOP Plans in Vermont

Peer ESOP plans, same state, same plan type, ranked by total assets.

Hallam Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Vermont, assets vs. participants

Hallam Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -1000100200300400500 Total assets ($M) Participants Hallam Associates, I…Vermont Information …King Arthur Employee…Cfc ESOPTrust Company of Ver…Alpine Snowguards Em…
Hallam Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Hallam Associates, Inc. Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Hallam Associates, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Hallam Associates, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Hallam Associates, Inc. Employee Stock Ownership Plan and Trust surged - up 35.2% during 2023, from $17M to $23M. Reported net income was $6M.
How have Hallam Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hallam Associates, Inc.'s sponsor-wide assets grew 41.5%, from $42M to $60M.
Where does Hallam Associates, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Hallam Associates, Inc. Employee Stock Ownership Plan and Trust ranks in the 75th 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 ESOP plans are similar in size to Hallam Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Glasfloss Industries, Inc. Employee Stock Ownership Plan in TX ($23M, 737 participants).

Next read for Hallam Associates, Inc. Employee Stock O…

Scale reading

Ways to act on Hallam Associates, Inc. Employee Stock Ownership Plan and Trust's numbers.

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 030297752.

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.