401(k) · DOL Form 5500 · 2023

Halley Engineering Contractors, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
151
Participants Small participant base
48th
Percentile by assets National rank
$39,616
Avg per participant Low balance/head
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Official DOL plan name: Halley Engineering Contractors, Inc. 401(k) Plan · Sponsored by Halley Engineering Contractors, Inc. · Florida · Construction

$6M in assets, 151 participants

Halley Engineering Contractors, Inc.'s Halley Engineering Contractors, Inc. 401(k) Plan reported $6M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,156 in Construction (9,030 peers)

Coverage in Florida

Halley Engineering Contractors, Inc. 401(k) Plan covers 151 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $6M.

#4,156
in Construction (9,030 peers)
+30.8%
assets growth YoY

Halley Engineering Contractors, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Halley Engineering Contractors, Inc. 401(k) Plan vs every filed plan by assets

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

$5,981,985 48th percentile higher than 48% 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

Halley Engineering Contractors, 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. Halley Engineering Contractors, Inc. 401(k) Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Halley Engineering Contractors, Inc. 401(k) Plan reported net income rose from -$134K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Halley Engineering Contractors, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Halley Engineering Contractors, Inc. 401(k) Plan reported participants rose from 129 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 204804098 · Halley Engineering Contractors, Inc. PY 2023 · 401(k)

Halley Engineering Contractors, Inc. 401(k) Plan · $6M · 151 · 48th

  • VS-ST $6M
  • BOY 151
  • SCH 48th
  • EBSA 401(k)
  • PART near The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan
  • TYPE ind #4156

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 Construction retirement plans → · Plans in Florida →

Halley Engineering Contractors, Inc. 401(k) Plan in the asset neighbourhood

Halley Engineering Contractors, Inc. 401(k) PlanHalley Engineering Contracto…$6MThe Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension PlanThe Everbrite, LLC Retiremen…$6MCuso Home Lending 401(k) Plan and TrustCuso Home Lending 401(k) Pla…$6MRuprecht Company 401(k) Plan$6MMeepos & Company, Cpa's, LLP Profit Sharing PlanMeepos & Company, Cpa's, LLP…$6M
End-of-year total assets ($M) among Halley Engineering Contractors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN204804098
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halley Engineering Contractors, Inc.)

Sponsor-wide plan assets over time

All Halley Engineering Contractors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 64.73998400116864% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.57M $7.53M ▲ +64.8%
Year Plans Participants Total Assets
2022 1 129 $5M
2023 1 151 $6M
2024 1 175 $8M

Nearby 401(k) Plans in Florida

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

Halley Engineering Contractors, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Halley Engineering Contractors, Inc. 401(k) Plan, Total assets ($B): 0.005981985 · Participants: 151Halley Engineering Contractors, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Halley Engineering Contractors, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Halley Engineering Contractors, Inc. 401(k) Plan side-by-side with 3 peers →

Halley Engineering Contractors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI ($6M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Halley Engineering Contractors, Inc. 401(k) Plan assets move in 2023? ▼
Halley Engineering Contractors, Inc. 401(k) Plan surged - up 30.8% during 2023, from $5M to $6M. Reported net income was $1M.
How have Halley Engineering Contractors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halley Engineering Contractors, Inc.'s sponsor-wide assets grew 64.7%, from $5M to $8M.
Which 401(k) plans are similar in size to Halley Engineering Contractors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI ($6M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Halley Engineering Contractors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 204804098.

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.