401(k) · DOL Form 5500 · 2023

Halma Holdings Inc. 401(k) Plan

Data updated 2026-08-11

$268M
Total assets: 2,778
Participants: 96th
Percentile by assets: $96,353
Avg per participant

Official DOL plan name: Halma Holdings Inc. Profit Sharing/Savings Retirement Plan · Sponsored by Halma Holdings Inc. · New Jersey · Management of Enterprises

$268M in assets, 2,778 participants

Halma Holdings Inc.'s Halma Holdings Inc. Profit Sharing/Savings Retirement Plan reported $268M in total assets and 2,778 participants in its 2023 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 127,072 plans)
#977 in Management of Enterprises (1,137 peers)

Coverage in New Jersey

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan covers 2,778 participants in New Jersey, 3.3x the typical New Jersey plan (state average ~844 per filing). Assets: $268M.

$268M
total plan assets (2023 EOY): 2,778
covered participants: 96th
percentile by assets (of 127,072 plans): $96,353
avg assets per participant

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan reported net income rose from -$38M in the plan year 2022 filing to $48M in the plan year 2023 filing.
Halma Holdings Inc. Profit Sharing/Savings Retirement Plan end-of-year assets rose from $215M in the plan year 2022 filing to $268M in the plan year 2023 filing.
Halma Holdings Inc. Profit Sharing/Savings Retirement Plan reported participants rose from 2,299 in the plan year 2022 filing to 2,778 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New Jersey

Industry

Management of Enterprises

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Halma Holdings Inc. Profit Sharing/Savings Retirement Plan reports 2,778 participants - 3.3x that state average ($268M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)	$215M
Net Assets (End of Year)	$268M
Net Income	$48M
Employer EIN	610962400
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Halma Holdings Inc.)

Total plan assets by year, all Halma Holdings Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	2,299	$215M
2023	1	2,778	$268M
2024	1	2,793	$294M

Nearby 401(k) Plans in New Jersey

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

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
Verizon Savings Plan for Management Employees $27.8B · 78,072
Johnson and Johnson Savings Plan $22.2B · 41,291
Ernst & Young Retirement Savings Plan $15.5B · 59,346
Merck US Savings Plan $13.4B · 26,850

Compare Halma Holdings Inc. Profit Sharing/Savin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Halma Holdings Inc. Profit Sharing/Savings Retirement Plan by total assets, not by location.

Epiq 401(k) Retirement Plan (GA) $268M · 6,371
Randolph-Brooks Federal Credit Union 401(k) Plan (TX) $268M · 2,377
Bacardi U.S.a., Inc. & Affiliates 401(k) Savings and DC Retirement Plan (FL) $267M · 1,144
Quest Software Inc. 401(k) Plan (CA) $268M · 1,223

Frequently Asked Questions

How did Halma Holdings Inc. Profit Sharing/Savings Retirement Plan assets move in 2023? ▼

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan grew sharply - up 24.5% during 2023, from $215M to $268M. Reported net income was $48M.

How have Halma Holdings Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Halma Holdings Inc.'s sponsor-wide assets grew 36.7%, from $215M to $294M.

Where does Halma Holdings Inc. Profit Sharing/Savings Retirement Plan rank by assets among Form 5500 filers? ▼

Halma Holdings Inc. Profit Sharing/Savings Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Halma Holdings Inc. Profit Sharing/Savings Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Epiq 401(k) Retirement Plan in GA ($268M, 6,371 participants).

Next read for Halma Holdings Inc. Profit Sharing/Savin…

Filing takeaways

Ways to act on Halma Holdings Inc. Profit Sharing/Savings Retirement Plan's numbers.

By total assets, Halma Holdings Inc. Profit Sharing/Savings Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
Halma Holdings Inc.'s sponsor-wide assets have grown 36.7% since 2022 across 3 plan years on file. More Management of Enterprises plans

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 610962400.