401(k) · DOL Form 5500 · 2022

Haley & Aldrich, Inc. 401(k) Plan

Data updated 2026-08-11

$242M
Total assets
918
Participants
96th
Percentile by assets
$263,765
Avg per participant
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Official DOL plan name: Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan · Sponsored by Haley & Aldrich, Inc. · Massachusetts · Professional & Technical Services

$242M in assets, 918 participants

Haley & Aldrich, Inc.'s Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan reported $242M in total assets and 918 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 139,126 plans)
  • #20,975 in Professional & Technical Services (21,562 peers)

Where Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan sits by assets

Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan sits in the top 5% of all filed plans by assets, $242M for 918 participants (~$263,765/participant), up 22.9% in 2022.

$242M
total plan assets (2022 EOY)
918
covered participants
96th
percentile by assets (of 139,126 plans)
$263,765
avg assets per participant

Where Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan sits by total assets

Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$242,136,336 Top 4% higher than 96% of 139,123 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 2022

State
Massachusetts
Industry
Professional & Technical Services

Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan vs the 2022 asset distribution

By assets, Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$197M
Net Assets (End of Year)$242M
Net Income$45M
Employer EIN042295689
Plan Effective Date1962-01-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Haley & Aldrich, Inc.)

$250M$300M$350M$400M$450M$500M 20222023 $439M $283M ▼ -35.5%
Total plan assets by year, all Haley & Aldrich, Inc. plans on file
Year Plans Participants Total Assets
2022 2 1,741 $439M
2023 1 980 $283M

Nearby 401(k) Plans in Massachusetts

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

Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510152025 Total assets ($B) Participants Haley & Aldrich, Inc…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Philips North Americ…Boston Scientific Co…
Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Haley & Aldrich, Inc. Discretionary Prof… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan assets move in 2022? ▼
Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan grew sharply - up 22.9% during 2022, from $197M to $242M. Reported net income was $45M.
How have Haley & Aldrich, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Haley & Aldrich, Inc.'s sponsor-wide assets declined 35.5%, from $439M to $283M.
Where does Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Watson Clinic LLP Profit Sharing Plan in FL ($242M, 1,831 participants).

Next read for Haley & Aldrich, Inc. Discretionary Prof…

Scale reading

Ways to act on Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042295689.

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.