ESOP · DOL Form 5500 · 2023

Hallam Associates, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
134
Participants Small participant base
75th
Percentile by assets National rank
$173,129
Avg per participant Above avg balance/head
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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.

  • #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.

#15,335
in Professional & Technical Services (20,321 peers)
+35.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Hallam Associates, Inc. Employee Stock Ownership Plan and Trust's outsized position 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 $2,050,000,000 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

Hallam Associates, Inc. Employee Stock Ownership Plan and Trust 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. Hallam Associates, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (134 participants).

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 →

Plan-year Form 5500 strip

Filing strip 030297752 · Hallam Associates, Inc. PY 2023 · ESOP

Hallam Associates, Inc. Employee Stock Ownership Plan and Trust · $23M · 134 · 75th

  • PHOTO $23M
  • IND 134
  • EOY 75th
  • 5500 ESOP
  • ASSETS near Glasfloss Industries, Inc. Employee Stock Ownership Plan
  • PCT ind #15335

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 What is an ESOP? → · Plans in Vermont →

Hallam Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Golden Empire Mfg. Inc. Employee Stock Ownership PlanGolden Empire Mfg. Inc. Empl…$23MGutchess Lumber Employee Stock Ownership PlanGutchess Lumber Employee Sto…$23MHallam Associates, Inc. Employee Stock Ownership Plan and TrustHallam Associates, Inc. Empl…$23MGlasfloss Industries, Inc. Employee Stock Ownership PlanGlasfloss Industries, Inc. E…$23MMedler Electric Company Employee Stock Ownership Plan and TrustMedler Electric Company Empl…$23M
End-of-year total assets ($M) among Hallam Associates, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Hallam Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 41.46541618820072% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.2M $59.7M ▲ +41.5%
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 Scatter plot of 6 data points. -2000200400600800 -1000100200300400500 Total assets ($M) Participants Hallam Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 23.199304 · Participants: 134Hallam Associates, Inc. Employee Stock Ownership Plan and TrustVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 423.9135 · Participants: 600Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 192.33935 · Participants: 304King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 88.27 · Participants: 427Cfc ESOPTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.810834 · Participants: 43Trust Company of Vermont Employee Stock Ownership PlanAlpine Snowguards Employee Stock Ownership Plan, Total assets ($M): 16.1073 · Participants: 25Alpine Snowguards Employee Stock Ownership Plan
Hallam Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Hallam Associates, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Hallam Associates, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Glasfloss Industries, Inc. Employee Stock Ownership Plan in TX ($23M); by covered participants it is Reed & Reed, Inc. Employee Stock Ownership Plan in ME (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 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).
Which ESOP plans cover a similar participant headcount to Hallam Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Reed & Reed, Inc. Employee Stock Ownership Plan in ME (134 participants, $13M 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 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.