Other · DOL Form 5500 · 2023

M.J. Hall & Company, Inc. Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
107
Participants Small participant base
71st
Percentile by assets National rank
$172,227
Avg per participant Above avg balance/head
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Official DOL plan name: M.J. Hall & Company, Inc. 401(k) Plan · Sponsored by M.J. Hall & Company, Inc. · California · Finance & Insurance

$18M in assets, 107 participants

M.J. Hall & Company, Inc.'s M.J. Hall & Company, Inc. 401(k) Plan reported $18M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,078 in Finance & Insurance (8,869 peers)

Coverage in California

M.J. Hall & Company, Inc. 401(k) Plan covers 107 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $18M.

#5,078
in Finance & Insurance (8,869 peers)
+14.0%
assets growth YoY

M.J. Hall & Company, Inc. 401(k) Plan's outsized position by total assets

M.J. Hall & Company, Inc. 401(k) Plan vs every filed plan by assets

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

$18,428,293 Top 29% higher than 71% 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

M.J. Hall & Company, Inc. 401(k) 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. M.J. Hall & Company, Inc. 401(k) Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M.J. Hall & Company, Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • M.J. Hall & Company, Inc. 401(k) Plan reported participants fell from 161 in the plan year 2022 filing to 107 in the plan year 2023 filing.
  • M.J. Hall & Company, Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942235150 · M.J. Hall & Company, Inc. PY 2023 · Other

M.J. Hall & Company, Inc. 401(k) Plan · $18M · 107 · 71st

  • SCH $18M
  • EBSA 107
  • PART 71st
  • TYPE Other
  • NET near 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc.
  • BOOK ind #5078

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 Finance & Insurance retirement plans → · Plans in California →

M.J. Hall & Company, Inc. 401(k) Plan in the asset neighbourhood

M.J. Hall & Company, Inc. 401(k) PlanM.J. Hall & Company, Inc. 40…$18M403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc.403(b) Thrift Plan for Goodw…$18MCodman Square Health Center 403(b) Pension PlanCodman Square Health Center …$18MWalnut Hill School Defined Contribution Retirement PlanWalnut Hill School Defined C…$18MSpelman College Tax Deferred Annuity PlanSpelman College Tax Deferred…$18M
End-of-year total assets ($M) among M.J. Hall & Company, Inc. 401(k) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN942235150
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (M.J. Hall & Company, Inc.)

Sponsor-wide plan assets over time

All M.J. Hall & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 15.321072847560856% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $16.2M $18.6M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 161 $16M
2023 1 107 $18M
2024 1 113 $19M

Nearby Other Plans in California

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

M.J. Hall & Company, Inc. 401(k) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants M.J. Hall & Company, Inc. 401(k) Plan, Total assets ($B): 0.018428293 · Participants: 107M.J. Hall & Company, Inc. 401(k) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
M.J. Hall & Company, Inc. 401(k) Plan vs. nearby Other plans in California, assets vs. participants
Compare M.J. Hall & Company, Inc. 401(k) Plan side-by-side with 3 peers →

M.J. Hall & Company, Inc. 401(k) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. in KY ($18M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (107 participants). Same-state nearby plans are listed separately above.

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 M.J. Hall & Company, Inc. 401(k) Plan assets move in 2023? ▼
M.J. Hall & Company, Inc. 401(k) Plan grew at a solid clip - up 14.0% during 2023, from $16M to $18M. Reported net income was $2M.
How have M.J. Hall & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M.J. Hall & Company, Inc.'s sponsor-wide assets grew 15.3%, from $16M to $19M.
Which Other plans are similar in size to M.J. Hall & Company, Inc. 401(k) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. in KY ($18M, 1,878 participants).
Which Other plans cover a similar participant headcount to M.J. Hall & Company, Inc. 401(k) Plan? ▼
Among Other plans in other states, the closest by covered participants is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (107 participants, $7M 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 942235150.

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.