401(k) · DOL Form 5500 · 2022

Haley & Aldrich, Inc. 401(k) Plan

Data updated 2026-08-25

$242M
Total assets Near avg plan size
918
Participants Near avg headcount
96th
Percentile by assets National rank
$263,765
Avg per participant High balance/head
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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.

  • #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.

#20,975
in Professional & Technical Services (21,562 peers)
+22.9%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan's outsized position 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 $2,050,000,000 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 2022

Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan sits mid-pack in the medium band (918 participants).

EBSA filing schedule strip

Filing strip 042295689 · Haley & Aldrich, Inc. PY 2022 · 401(k)

Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan · $242M · 918 · 96th

  • EBSA $242M
  • PART 918
  • TYPE 96th
  • NET 401(k)
  • BOOK near Watson Clinic LLP Profit Sharing Plan
  • VS-ST ind #20975

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan in the asset neighbourhood

Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) PlanHaley & Aldrich, Inc. Discre…$242MWatson Clinic LLP Profit Sharing PlanWatson Clinic LLP Profit Sha…$242MThe Employee 401(k) Retirement PlanThe Employee 401(k) Retireme…$242MGeodis USA Retirement Plan$242MWerner Enterprises, Inc. and Subsidiaries' Employees 401(k) Retirement Savings PlanWerner Enterprises, Inc. and…$242M
End-of-year total assets ($M) among Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Haley & Aldrich, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$283M 35.521488725619285% vs 2022
2023 filing year
$250M$300M$350M$400M$450M$500M 20222023 $439M $283M ▼ -35.5%
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 Scatter plot of 6 data points. -200000200004000060000 -50510152025 Total assets ($B) Participants Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan, Total assets ($B): 0.242136336 · Participants: 918Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Watson Clinic LLP Profit Sharing Plan in FL ($242M); by covered participants it is Community Trust Bancorp Inc Savings Plan in KY (918 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($242M here).

Similar participant headcount

Nearest other-state filings by covered participants (918 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Community Trust Bancorp Inc Savings Plan in KY (918 participants, $69M in assets).

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.